As AI continues to sweep through the semiconductor supply chain, IC distributors are experiencing strong pull-through demand for data center product lines.

In response to the production of Nvidia's new generation GPU, supply chains are starting to mobilize.

Recently, South Korean internet giant Naver confirmed partnering with Intel in the AI semiconductor sector.

The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...

In the first quarter of 2024, AMD's data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses...

There has been a global wave of AI enthusiasm over the past year, particularly driven by the increasing demand for Large Language Models (LLMs).

With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers...

After introducing the INR100 billion (US$1.2 billion) IndiaAI Mission, the Indian government is reportedly considering procuring Nvidia GPUs to help grow the local AI ecosystem.

Following the recent launch of Nvidia's GB200 superchip comes news of major changes to its first tier of AI server system manufacturers, as Foxconn and Wiwynn, which did not manufacture...

Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the elimination and consolidation processes...

The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...

Despite the restrictions imposed by the US ban, which prevent the Chinese market from accessing Nvidia's latest B200 GPU, Huawei's alternative GPU, albeit less powerful than the B200,...