News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Wednesday 18 March 2026

GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure

Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...

Wednesday 18 March 2026

US Army inks US$20 billion deal with Anduril, consolidating procurement to accelerate AI-driven military modernization

The US Army has signed a sweeping corporate contract with defense tech startup Anduril Industries, valued at up to US$20 billion over 10 years. Covering software, hardware, infrastructure,...

Wednesday 18 March 2026

OpenAI shifts from building data centers to leasing cloud capacity

OpenAI has appointed new leadership to oversee its Stargate computing initiative as the company pivots its infrastructure strategy away from building its own data centers and toward...

Wednesday 18 March 2026

In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle

Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...

Wednesday 18 March 2026

iCatch Launches PAISB Sensor Bridge Platform for NVIDIA Holoscan Ecosystem

iCatch Technology, a leading provider of AI imaging SoCs and vision processing solutions, today introduced PAISB (Physical AI Sensor Bridge), an HSB-aligned ASIC sensor...

Wednesday 18 March 2026

India's Agnit Semiconductors raises US$2.6 million to commercialise GaN chips for telecom and power

Agnit Semiconductors has raised US$2.6 million in a seed extension round led by Shastra VC, with existing investors 3one4 Capital and Zephyr Peacock participating. The Economic...

Wednesday 18 March 2026

AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%

Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...

Wednesday 18 March 2026

AI boom lifts Changs Ascending as data centers seek reliable power

As AI and advanced semiconductor manufacturing drive unprecedented demand for computing power, the reliability of the electricity supply...

Wednesday 18 March 2026

Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges

Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...

Tuesday 17 March 2026

Nvidia GTC 2026: NemoClaw adds security layer to OpenClaw AI agents

Nvidia has unveiled NemoClaw, an open-source stack aimed at turning the fast-growing OpenClaw ecosystem into a secure, enterprise-ready...

Tuesday 17 March 2026

Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung

As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...

Tuesday 17 March 2026

Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars

Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...

Tuesday 17 March 2026

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...

Tuesday 17 March 2026

Micron enters high-volume production of HBM4 and PCIe Gen6 SSDs for Nvidia platforms

At the Nvidia GTC 2026 conference, Micron Technology signaled a major push in the AI hardware race, announcing high-volume production of memory and storage components purpose-built...

Tuesday 17 March 2026

Nvidia GTC 2026: Samsung unveils HBM4E, showcasing comprehensive AI solutions, Nvidia partnership, and vision

Samsung Electronics outlined the full range of AI computing technologies it will present at Nvidia GTC 2026 in San Jose, California, March 16-19, highlighting memory, logic, foundry,...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook