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Friday 21 August 2026
Power supply lags behind AI compute growth: chips, optical interconnects battle for energy efficiency

At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES in Taipei on August 20, semiconductor, investment, and...

Friday 21 August 2026
AI paid user conversion rate in US only 3% as rising token costs fuel edge AI server demand
At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES, industry experts highlighted that the massive volume of tokens consumed by AI services has become a growing...
Friday 21 August 2026
Analyst: 2028 key year for optical interconnects in AI racks
Optical communications will likely enter AI server racks in 2028, DIGITIMES analyst Joyce Chen said on August 20 at a semiconductor industry forum in Taipei, as rising AI cluster scale...
Friday 21 August 2026
HP Korea localizes AI strategy with Upstage in healthcare, finance
HP Korea is sharpening its localized AI strategy through a partnership with large language model (LLM) startup Upstage, and has already moved into AI transformation (AX), eyeing demand...
Friday 21 August 2026
Chinese robots pivot to AI models as Unitree, UBTECH shift hardware focus to "brains"

The battlefield for Chinese humanoid robotics is shifting from motors, joints, and mechanical structures toward AI large models. As embodied...

Friday 21 August 2026
Anthropic venture acquires Casper Studios to expand enterprise AI services
Ode with Anthropic, an Anthropic venture arm, said it has acquired Casper Studios, a move that expands its enterprise artificial intelligence services as companies worldwide look for...
Friday 21 August 2026
800VDC adoption in AI data centers is set to reshape power chip demand
A shift to 800VDC power architectures in next-generation AI data centers is gathering pace, with implications for GPU planning, power semiconductor demand, and rack design. Many vendors...
Friday 21 August 2026
TIER IV and Renesas team up on open AI-native computing platform for autonomous vehicles
A new collaboration between TIER IV and Renesas could shape how self-driving and software-defined vehicles are built worldwide, as automakers seek more flexible platforms for AI-driven...
Friday 21 August 2026
Stripe weighs US$7 billion OpenRouter deal to expand AI model routing
Stripe is in acquisition talks to buy AI startup OpenRouter for more than US$7 billion, according to reporting by Bloomberg and Axios. The price would be more than...
Friday 21 August 2026
Alibaba’s 45% AI cloud jump masked by 75% capex surge and margin squeeze
Alibaba Group's June quarter is the clearest statement yet that the company now runs as an AI infrastructure business with an e-commerce cash engine attached, rather than the other...
Friday 21 August 2026
Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter
Alibaba is signaling that its most capital-intensive bet yet — a three-year, CNY380 billion (US$56.33 billion) buildout of AI compute — is starting to compound into a self-reinforcing...
Friday 21 August 2026
Elice to build South Korea's first warm-water-cooled AI data center, unveils coding agent
South Korean AI infrastructure provider Elice Group is expanding on two fronts, adding enterprise AI transformation (AX) solutions while building what it says will be the country's...
Friday 21 August 2026
DIGITIMES's Colley Hwang warns Taiwan AI data center capacity lags South Korea

The inference economy has arrived, and Taiwan's tech industry must transition from the "knowledge economy" to the "inference economy,"...

Friday 21 August 2026
How credit allocation is becoming part of the AI supply chain
As artificial intelligence (AI) evolves, shifting bottlenecks reflect the maturity of the AI boom. Initial constraints emerged at the semiconductor level with GPUs, high bandwidth...
Friday 21 August 2026
Column: Is 800V really 'high voltage'? —AI data centers revive an old power debate
High-voltage direct current (HVDC) is currently one of the hottest areas of technology and product development for AI data centers. It is not only the first layer of what Nvidia CEO...