NOTE targets AI infrastructure growth with new hardware manufacturing contract

NOTE has secured a manufacturing agreement to produce advanced electronics for AI-focused data centre hardware, with production scheduled to begin in early 2027. According to official disclosures, the contract could generate an annual revenue run rate of about SEK 100 million by 2028, reinforcing demand for high-reliability electronics manufacturing.

NOTE has entered into a manufacturing agreement with a new customer developing hardware for advanced data centre applications, expanding its presence in electronics production linked to AI infrastructure. According to official disclosures, manufacturing is expected to begin in the first quarter of 2027, with output increasing during the year. Based on current projections, the contract could deliver an annual revenue run rate of approximately SEK 100 million by 2028. The project includes the production of multiple printed circuit boards integrated into a complete box-build solution designed for demanding operating environments.

The agreement reflects increasing investment across AI-driven data centre infrastructure, where demand for highly reliable and scalable electronic systems continues to rise. Manufacturers capable of delivering complex assembly, quality assurance and industrialisation services are expected to benefit as computing capacity expands globally.

For the electronics manufacturing services sector, the contract highlights growing opportunities in supplying specialised components for next-generation computing facilities. It also reinforces the importance of traceability, production scalability and supply chain resilience for customers operating mission-critical infrastructure.

Founded in Sweden, NOTE is an electronics manufacturing services provider specialising in printed circuit board assembly, box-build manufacturing and product industrialisation for industrial and technology-focused customers across multiple sectors.