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Monday 3 November 2025

Huawei server spin-off xFusion eyes IPO after four years of rapid growth

Singapore-based xFusion International (xFusion) is preparing for an IPO nearly four years after it separated from Huawei's x86 server division, according to Chinastarmarket.cn.

Sunday 2 November 2025

OpenAI and Oracle partner to build 1GW data center campus in Michigan

OpenAI and Oracle have announced plans to construct a 1GW data center campus in Saline Township, Michigan, with construction scheduled to begin in early 2026. The site, part of the Stargate Project, is expected to create over 2,500 construction jobs.

Sunday 2 November 2025

Nvidia strengthens South Korea ties, turning AI drive into geopolitical strategy

As world leaders gather for the APEC Summit in Gyeongju amid tense geopolitics, South Korea is quietly taking on a new strategic role in the global AI race. Nvidia CEO Jensen Huang's landmark decision to allocate 260,000 of its latest Blackwell-architecture GPUs to Korea's top companies, including Samsung, SK, Hyundai Motor, and Naver Cloud, marks one of the most concentrated AI infrastructure deployments ever made in a single country.

Saturday 1 November 2025

Siemens turns to software to manage AI’s power surge

The rapid expansion of the semiconductor industry and artificial intelligence (AI) supply chains is driving a sharp increase in global electricity demand, raising new challenges for power system resilience. Industry experts warn that as AI data centers scale to gigawatt (GW) levels, existing energy infrastructure may struggle to keep pace.

Friday 31 October 2025

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all three: a sharp increase in planned capital expenditures. The world's largest tech firms are accelerating investment in infrastructure and AI hardware, even as they trim headcount in other divisions.

Friday 31 October 2025

Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure

As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual GPU Technology Conference (GTC) emerging as a critical platform for technology players worldwide. Foxconn, a longstanding Nvidia partner, has intensified its collaboration from hardware manufacturing to system integration, underlining its growing role in the AI supply chain.

Friday 31 October 2025

AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta

Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed that 80,000 customers, including 80% of Fortune 500 companies, have adopted Azure's AI Foundry services. Meanwhile, Google reported its Gemini user base has exceeded 650 million, with inquiry volumes tripling quarter-over-quarter.

Friday 31 October 2025

Intel eyes SambaNova in potential AI chip deal

Intel is in preliminary discussions to acquire artificial intelligence chip startup SambaNova, according to Bloomberg citing people familiar with the matter. The potential deal is in early stages, and there is no certainty the two companies will reach an agreement.

Friday 31 October 2025

Compal to expand server manufacturing in Texas

Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce Compal's North American market presence and improve supply chain robustness amid evolving global challenges.

Friday 31 October 2025

Delta Electronics sees AI boom stretch power and cooling capacity to the limit

Global AI growth continues unabated, with Delta Electronics emerging as a key indicator of demand for AI server power and cooling systems. At its latest investor meeting, chairman and CEO Ping Cheng rejected talk of an AI bubble, emphasizing that demand remains strong across power, ICT, and liquid cooling operations.

Friday 31 October 2025

Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions

Amazon highlighted its growing investments in artificial intelligence (AI) and cloud infrastructure during its third-quarter 2025 earnings call, underscoring a significant acceleration in Amazon Web Services (AWS) growth. Executives emphasized AI as a strategic driver for revenue, infrastructure expansion, and innovation across both enterprise and consumer operations.

Friday 31 October 2025

Amazon’s Q3 results reveal an AI-powered rebound in the cloud

Amazon reported better-than-expected third-quarter results, driven by accelerating growth in its cloud division and steady expansion across online retail and subscription services. The company forecast record revenue for the fourth quarter, underscoring renewed momentum from artificial intelligence (AI) investments.

Thursday 30 October 2025

Jensen Huang dispels AI bubble concerns, but Cisco executives warn that market correction is inevitable

Nvidia CEO Jensen Huang has dismissed AI bubble concerns at GTC DC, claiming that market demand is real and tangible. He stated that customers are willing to pay for powerful AI models and that the market remains healthy.

Thursday 30 October 2025

Arm, AMD, and Nvidia join OCP board as AWS remains absent

Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as Meta, Google, Intel, and Microsoft to drive innovation in open and interoperable designs for AI data centers.

Thursday 30 October 2025

Samsung 3Q25 marks the reset of the global memory hierarchy

Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and heavy capital spending converge in a more competitive landscape. The company's strategy reveals how it plans to stay ahead of SK Hynix and Micron Technology.

Thursday 30 October 2025

Lite-On projects double growth in 4Q25, eyes full-year rebound

Lite-On Technology expects to return to a growth trajectory in 2025 while simultaneously accelerating its global capacity expansion, according to company president Anson Chiu. The company has experienced steady growth since the first quarter of the year, seeing year-over-year and quarter-over-quarter revenue growth in the third quarter of 2025.

Thursday 30 October 2025

Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook

Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data center infrastructure. The company also raised its full-year revenue and earnings guidance as growth momentum extended across its major business segments.

Thursday 30 October 2025

Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by strong demand across its business segments and continued investment in data center infrastructure tied to artificial intelligence (AI).

Thursday 30 October 2025

AMD completes divestiture of ZT Systems manufacturing business to Sanmina

On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD retains ZT Systems' design and customer enablement teams, while Sanmina assumes responsibility for manufacturing operations and becomes a preferred new product introduction partner for AMD's cloud rack and cluster-scale artificial intelligence systems.

Thursday 30 October 2025

Jensen Huang kills three birds with one stone at GTC DC

Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology and markets have evolved. The main highlight remains CEO Jensen Huang's two-hour keynote speech. This year, however, Nvidia held an additional event in Washington, DC, sparking speculation about Huang's next moves for the industry.

Thursday 30 October 2025

Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026

Liquid cooling adoption in ASIC servers is poised to accelerate significantly in 2026, driven largely by cloud service providers (CSPs) such as Google and Microsoft increasing their use of this technology. According to cooling module maker Microloops, liquid cooling contributed only single-digit percentages of its revenue in 2025 but expects substantial growth next year due to expanded liquid cooling deployment in ASIC servers among CSP customers.

Thursday 30 October 2025

Meta posts strong quarter, but rising AI spend signals tougher road ahead

Meta Platforms has reported strong revenue growth for the third quarter of 2025, driven by continued gains in advertising and improved performance in its Reality Labs division. However, a one-time tax charge tied to new US legislation significantly reduced its net income for the period.

Thursday 30 October 2025

Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale

Meta Platforms' leadership has reaffirmed the company's deep commitment to advancing artificial intelligence, emphasizing large-scale infrastructure expansion and continued investment in next-generation computing capacity as central to its long-term growth strategy. Both CEO Mark Zuckerberg and CFO Susan Li outlined plans to position Meta at the forefront of AI development and deployment.

Thursday 30 October 2025

Google’s record quarter fuels an infrastructure binge for the AI age

Alphabet has reported record results for the third quarter of 2025, with double-digit growth across all major business segments and a sharp rise in capex reflecting the company's intensifying investment in artificial intelligence and cloud infrastructure. The results highlight Alphabet's strong execution and growing dominance in digital services and AI technology.

Thursday 30 October 2025

Wistron, Nvidia bring digital twin manufacturing to the US AI supply chain

Taiwan's Wistron Corporation is investing US$761 million to build an AI supercomputing and smart manufacturing center in Texas, as the company deepens its role in the global artificial intelligence supply chain. The advanced facility, currently under construction, is slated to begin operations in the first half of 2026.

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