TAIPEI, Aug. 15 -- Foxconn expects higher third-quarter revenue, it said on Thursday, on robust demand for artificial intelligence servers, which helped the world's largest contract electronics maker report a forecast-beating 27% increase in June-quarter profit. Foxconn said it should see significant year-on-year revenue growth in the September quarter, with AI server revenue expected to leap more than 170% year-on-year, though it also warned on uncertainly from US tariffs. Nvidia's biggest server maker and Apple's top iPhone assembler has been riding a data centre boom, as cloud computing firms such as Amazon, Microsoft and Alphabet's Google spend billions of dollars to expand their AI infrastructure and research capacity. That boom helped Foxconn's revenue from its cloud and networking business, which includes AI servers, exceed that from smart consumer electronics - such as iPhones - for the first time ever in the June quarter. The contribution from the server business to its revenue is set to grow further in the current quarter, as Foxconn expects a slight decline in smart consumer electronics revenue, as some experts expect slowing iPhone sales after sales surged in the June quarter ahead of the expected imposition of US tariffs. "AI has been the primary growth driver so far this year," Kathy Yang, rotating CEO of Foxconn, said on a call with media and analysts. But she also warned that "close attention is needed due to the impact of changes in tariffs and exchange rates." The company said on Thursday its capital spending would rise more than 20% this year, as it plans to boost server production capacity in its manufacturing sites in Texas and Wisconsin. Yet, global trade uncertainty could dim the prospects for its outlook this year, as it has a major manufacturing presence in China, though Washington and Beijing this week extended a tariff truce for another 90 days. Most of the iPhones Foxconn makes for Apple are assembled in China, but the bulk of those sold in the US are now produced in India. The company is also building factories in Mexico and Texas to make AI servers for Nvidia....