News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Friday 22 May 2026

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026

China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains

Reliance's pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India's clean energy transition and raising questions about supply...

Friday 22 May 2026

Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two...

Friday 22 May 2026

Auto cyber losses topped US$20 billion in 2025 as carmakers tighten defenses

Automakers and their suppliers faced more than US$20 billion in damage from software flaws and cyberattacks in 2025 as the industry accelerated toward software-defined vehicles, according...

Friday 22 May 2026

BenQ Qisda Group to spotlight AI deployments at COMPUTEX 2026

BenQ Qisda Group will participate in COMPUTEX 2026 under the theme "AI In Action," showcasing how artificial intelligence (AI) is being applied in real-world deployments. BenQ Qisda...

Friday 22 May 2026

French AION consortium to bid for EU funding to build ?10B AI data center campus

A French consortium called AION said it would bid for EU AI infrastructure funding to build a large AI data center campus in France worth as much as EUR10 billion (US$11.6 billion)...

Thursday 21 May 2026

Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The...

Thursday 21 May 2026

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for...

Thursday 21 May 2026

How Nvidia plans to sell Vera CPUs: Four deployment models explained

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the...

Thursday 21 May 2026

Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers

Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...

Thursday 21 May 2026

OpenAI offers 1-3 year reserved AI capacity with discounts to attract enterprise contracts

OpenAI launched a Guaranteed Capacity program that lets enterprise customers reserve one to three years of AI computing resources in advance, aiming to provide a stable supply for...

Thursday 21 May 2026

From anti-jamming drones to tumor-on-a-chip: Taiwan deep-tech courts Silicon Valley capital

Four Taiwanese deep-tech startups took the stage on the second day of the Plug and Play Silicon Valley May Summit, pitching to international investors and corporations in a session...

Thursday 21 May 2026

SpaceX IPO reveals Musk's US$4 billion AI gamble

SpaceX's long-awaited initial public offering filing landed on Wednesday with all the spectacle investors expected from Elon Musk — and all the contradictions that have come...

Thursday 21 May 2026

Samsung labor dispute adds pressure to memory chip market

Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...

Thursday 21 May 2026

Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027

Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...

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Apr 28, 08:00

AI anti-fraud solution wins virtual asset security hackathon

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RESEARCH INSIGHTS

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