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Saturday 8 March 2025
Microsoft cuts US data center leases; Taiwanese operators forecast a 20-year boom
Rumors suggest Microsoft has ended some US data center leases, sparking fears of reduced demand for Internet Data Centers (IDCs). In contrast, Taiwanese IDC operators are optimistic,...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...
Friday 7 March 2025
Taiwan data center operators evaluate satellite communications for backup
Recent cases of submarine cable disconnections off the coast of Taiwan have raised concerns about national security, prompting Internet data center (IDCs) operators to mull the feasibility...
Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Friday 7 March 2025
SKT expands AI push with global telecoms, eyes dominace of South Korean data center market
SK Telecom (SKT) is intensifying its AI ecosystem strategy, forging joint ventures with global telecom operators and advancing its four-pronged approach to Artificial Intelligence...
Monday 3 March 2025
Microsoft's data center retreat fuels AI oversupply worries
Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned...
Thursday 27 February 2025
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like...
Wednesday 26 February 2025
Tech giants have pledged over US$1 trillion in US investment, so far
On February 24, Apple Inc. became the latest company to pledge hundreds of billions of dollars in US investments for which President Donald Trump claimed credit.
Tuesday 25 February 2025
US AI chip export curb expected to impact Malaysia's data center development
Chin Tong Liew, Malaysia's Deputy Minister of Investment, Trade, and Industry (MITI), has acknowledged that the US restrictions on artificial intelligence (AI) chip exports, set to...
Tuesday 25 February 2025
Chief Telecom expects record revenue and profit in 2025
Following the transition of Chief Telecom's LY2 AI data center to commercial operation, company chairman Hong-jia Shao expects revenue and profit will reach new heights in 2025.
Monday 24 February 2025
Flex expands US manufacturing capacity to meet AI-driven power demands
In a strategic move to bolster its presence in the rapidly evolving data center market, Flex announced the launch of a new 400,000-square-foot manufacturing facility in Dallas. This...
Monday 24 February 2025
DeepSeek drives growth at Chief Telecom, executives say
Taiwan-based internet data center (IDC) service provider Chief Telecom sees promising prospects in edge AI development, particularly thanks to the...
Monday 24 February 2025
AMD discusses server plant sale for up to US$4 Billion
Advanced Micro Devices Inc. is in talks with Asia-based companies over a sale of data center manufacturing plants it agreed to acquire last year, people familiar with the matter sa...
Monday 24 February 2025
STMicro, AWS co-develop AI-focused photonic chip for data centers
STMicroelectronics (STM) is partnering with Amazon Web Services (AWS) to develop a data center photonic chip that delivers 800Gbps and 1.6Tbps optical interconnect speeds for AI and...
Friday 21 February 2025
Alibaba Cloud opens second data center in Thailand to boost Southeast Asian presence
Alibaba Cloud, the cloud computing arm of Alibaba Group, has inaugurated its second data center in Thailand, expanding its infrastructure to meet the rising demand for cloud services...