ASUS announces 64GB AI system: what it means for Asus stock

Published on 10/15/2026 at 12:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached TWD 257.73 billion, up 37.09 percent year over year. For Asus stock, results are due November 10, 2026.

AI strategy and earnings dates

ASUS announced its 64GB Ascent GX10 configuration on October 5, 2026.
Second-quarter 2026 revenue reached TWD 257.73 billion, up from TWD 188.01 billion.
Asus stock stood at TWD 990.00 on October 14, 2026, with a TWD 735.3 billion market value.

Asus, TW0002357001, Illustration mit AI erstellt.

Asus (ISIN TW0002357001) announced a 64GB configuration of its Ascent GX10 AI system on October 5, 2026, expanding a product line built around local agentic AI workloads. The announcement gives Asus stock a concrete product and growth context ahead of the company earnings date scheduled for November 10, 2026, according to ASUS.

AI hardware gets a lower entry point

The Ascent GX10 64GB uses the NVIDIA GB10 Grace Blackwell Superchip and delivers up to 1 petaflop of AI performance, while two systems can be clustered for up to 2 petaflops. ASUS said the configuration is designed for developers, researchers and data scientists that want to run models locally rather than send data to public cloud services.

The product is smaller than a broad earnings catalyst, but it illustrates the company strategy described after the second-quarter results. In a September 18, 2026 company blog, ASUS said its AI server business could grow 150 percent during 2026, compared with an earlier target range of 50 percent to 100 percent, according to ASUS.

What does the launch mean for earnings?

The latest reported quarter provides the measurable test. Revenue reached TWD 257.73 billion in the second quarter of 2026, up from TWD 188.01 billion in the second quarter of 2025, while net income increased to TWD 19.05 billion from TWD 9.81 billion, according to Simply Wall St. The comparison implies revenue growth of 37.09 percent and net income growth of 94.25 percent year over year.

Three dated steps in the AI shift

On August 12, 2026, Asus held its second-quarter investor conference, with quarterly revenue at TWD 257.73 billion. On September 18, 2026, ASUS raised its AI server growth ambition to 150 percent. On October 5, 2026, the company announced the 64GB Ascent GX10 configuration with up to 1 petaflop of performance.

When are the next dates?

The next earnings date is November 10, 2026, according to InvestPane.

Stock valuation and trading context

Asus stock stood at TWD 990.00 on the Taiwan Stock Exchange on October 14, 2026. The reported market capitalization was TWD 735.3 billion, while the 52-week range ran from TWD 490.00 to TWD 1,030.00. That leaves the stock below its yearly high while the company presents AI infrastructure as a longer-term growth engine.

For investors, the November results date matters because the product story must eventually show up in revenue, profit and cash generation. The second-quarter figures already show a quantified improvement, while supply costs and execution remain the key factors for the next report.