DIGITIMES ICT news

Home Tech ICT

Jul 28

Google TPU surge and Meta capacity push fuel CSP capex wave

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge. Google has already said it will raise capex again in 2027, and industry watchers expect AWS and Microsoft to follow, keeping AI infrastructure momentum strong with more capital injections.

Squeezed by China, Taiwan ODMs pivot to AI for new growth

Jul 28

Anthropic CEO denies seeking open-weights ban, outlines national security priorities

Jul 28

Robot boom heats up as Taiwan chipmakers race to catch up

Jul 28

Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Jul 28

MORE NEWS

AINvidia's Jensen Huang warns US officials about banning Chinese open-weight models

Jul 29, 15:20

Nvidia CEO Jensen Huang once again voiced his support for open-weight and open-source AI, a form of model that has caught official attention in Washington after the release of the powerful Kimi K3 model from Chinese startup Moonshot AI. His comments added another voice to the ongoing debate over closed-source versus open-source approaches as the US considers restrictions on Chinese AI.

AIChina's GenAI race shifts to open source ecosystems

Jul 29, 14:52

The global GenAI race has remained intense, with major US players including Google, Meta, Microsoft, Amazon, and OpenAI investing heavily. But with Beijing-based startup Moonshot AI launching Kimi K3, a new large language model (LLM) with multimodal and long-context reasoning capabilities, along with the rapid rise of DeepSeek, Alibaba's Qwen, and Z.ai's GLM models, China is increasingly outlining a new competitive model centered on open-source AI ecosystems and large-scale commercial deployment.

AIWhite House reportedly approaches final framework for reviewing frontier models

Jul 29, 14:30

The US government is said to be close to creating a final version of a voluntary framework for evaluating AI companies' advanced models before they are released to the public. A finalized framework could clear up weeks of uncertainty, but for now many questions about it remain, such as the exact review process, what counts as a frontier model, and whether it is truly voluntary after all.

SERVER, IPC, CLOUD COMPUTING, IOTNXP finds new AI data center role beyond GPUs

Jul 29, 12:44

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time processing capabilities are also giving the company a larger role in AI data center infrastructure, where it is targeting the systems that manage networking, cooling, security and power around increasingly complex accelerator platforms.

EDGE COMPUTINGUS blocks new foreign-made robots and power inverters in AI security crackdown

Jul 29, 12:24

The US has barred new foreign-produced advanced robots and power inverters from receiving regulatory approval, extending its technology restrictions into two industries considered critical to artificial intelligence, energy infrastructure and industrial automation.

EDGE COMPUTINGNXP sees physical AI entering a decade-long adoption cycle

Jul 29, 12:06

NXP Semiconductors' latest earnings call revealed more than another set of quarterly results. With the financial figures already widely reported, the more important takeaway was management's outlook on physical AI, software-defined vehicles and the company's expanding role in AI data-centre infrastructure.

AIMoonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

Jul 29, 11:39

Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced Blackwell GPUs despite US export restrictions intended to keep such chips out of China, according to The Information. The report says K4 would be significantly larger than the recently launched Kimi K3, underscoring the growing computing demands of China's leading AI developers.

IT COMPONENTS, PERIPHERALSCorning bets on SiPh and CPO to drive AI data center growth

Jul 29, 11:23

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond traditional optical fiber and into silicon photonics (SiPh) and co-packaged optics (CPO) for next-generation AI data centers.

AIMoonshot AI's Kimi K3 secures Day 0 support from Alibaba Cloud, Huawei Ascend

Jul 29, 10:30

China's two major AI computing ecosystems moved quickly to support Kimi K3 after Moonshot AI released the large language model as open source.

AIAI researchers urge international safeguards as industry pushes for mechanisms to slow frontier AI

Jul 29, 10:06

More than 1,100 employees and executives from leading artificial intelligence companies have called for an international framework that could deliberately slow frontier AI development if risks outpace human oversight, highlighting a growing shift from voluntary safety commitments toward formal governance as increasingly capable AI systems raise cybersecurity and control concerns.

ICT MANUFACTURINGBoeing 737 MAX 10 certification could come in autumn, FAA says

Jul 29, 10:00

Boeing is moving closer to final safety certification for the 737 MAX 10, with the Federal Aviation Administration targeting September or October should the review stay on track. The approval would clear a long-delayed hurdle for the largest member of the 737 MAX family and could help Boeing improve its cash flow as it competes with Airbus in the single-aisle jet market.

More coverage