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Mar 19

Analysis: GTC 2026 widens US-China AI compute gap

The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear vision for AI's future: a shift in focus from model and algorithm competition to competition over computing power, efficiency, and commercial deployment.

Nvidia elevates AI storage, putting NVMe SSD makers at the center

Mar 19

Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents

Mar 19

Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex

Mar 19

Column: OpenClaw pulls AI from cloud to the edge

Mar 19

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SERVER, IPC, CLOUD COMPUTING, IOTNvidia Vera Rubin servers to drive liquid cooling demand

Mar 20, 10:00

Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers estimate that compared with the GB-series design, where each compute tray is paired with two liquid cooling modules, the VR generation will require up to seven modules per tray, more than doubling demand.

SERVER, IPC, CLOUD COMPUTING, IOTSupermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China

Mar 20, 09:45

US Federal prosecutors have charged a co-founder of Super Micro Computer Inc. (Supermicro) and two associates in a massive conspiracy to illegally divert billions of dollars worth of restricted AI technology to China.

AIAnalysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics

Mar 20, 09:39

Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.

SERVER, IPC, CLOUD COMPUTING, IOTAlibaba outlines US$100 billion AI roadmap as cloud growth accelerates

Mar 20, 09:02

Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand for AI services continued to drive growth in its cloud business.

SERVER, IPC, CLOUD COMPUTING, IOTAlibaba's AI and cloud growth cushions slowing earnings but raises profit questions

Mar 20, 09:01

Alibaba Group reported modest overall revenue growth while disclosing a sharp fall in operating income, underlining a tension between investment-led expansion in AI and near-term profitability.

AIMicrosoft considers legal action over Amazon-OpenAI cloud deal

Mar 20, 08:06

Microsoft is considering legal action against Amazon and OpenAI over a multibillion-dollar cloud arrangement that could breach its exclusive partnership with the ChatGPT creator, according to the Financial Times.

ICT MANUFACTURINGApple CEO visits China at 50th anniversary event to strengthen supply chain

Mar 20, 08:04

Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The event featured concerts and consumer interactions aimed at reinforcing brand loyalty as part of the ongoing efforts to solidify Apple's supply chain in the region.

SERVER, IPC, CLOUD COMPUTING, IOTThe 'golden triangle': Inside Taiwan's industrial engine to win the AI robotics race

Mar 20, 08:04

The next front in the global AI race may not be a data center. It could be a robot. Taiwan has quietly staked its claim — and it's building the industrial machinery to back it up.

ICT MANUFACTURINGChina's AI robot industry surges on market freedom and strategic autonomy

Mar 20, 08:01

Despite lacking the industrial legacy of Japan and Germany, China has rapidly built its AI robotics sector into a formidable force, posing as a subtle challenge to US technological dominance. Tien-Chong Cheng, chairman of Aurotek, attributes this swift growth to two key drivers: maintaining high market competition and freedom, and allowing the industry itself to shape development strategies.

ICT MANUFACTURINGAnalysis: Memory price swings leave e-reader supply chain in the red

Mar 20, 08:00

Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand companies.

ICT MANUFACTURINGNvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan

Mar 19

Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended the conference's "Taiwan Night" on March 18 (local time) to engage with Taiwanese partners and express his appreciation for their work.

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