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Friday 20 March 2026
Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal
Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements...
Friday 20 March 2026
Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.
Friday 20 March 2026
Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...
Friday 20 March 2026
Lumotive creates world's first 2D photonic beamforming chip
Lumotive, a pioneer in programmable optical semiconductor technology, has demonstrated the world's first programmable two-dimensional (2D) photonic beamforming chip. Built on its Light...
Thursday 19 March 2026
Taiwan turns to Stargate playbook: private capital powers AI infrastructure
Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...
Thursday 19 March 2026
Nvidia elevates AI storage, putting NVMe SSD makers at the center
Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center...
Thursday 19 March 2026
Taiwan's AI supply chain scales at GTC 2026: Foxconn, Wiwynn, Advantech, BizLink deepen Nvidia ties
Taiwanese hardware vendors expanded their presence at Nvidia GTC 2026, underscoring a coordinated push into AI servers, edge computing, robotics, and data center infrastructure. Foxconn,...
Thursday 19 March 2026
Micron ramps spending as cleanroom constraints cap memory supply
Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...
Thursday 19 March 2026
US reveals Tesla battery deal with LG, lifting veil on supply chain
US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement...
Thursday 19 March 2026
Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...
Thursday 19 March 2026
Strong quarter for Jabil fueled by smart infrastructure and automotive demand
Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...
Thursday 19 March 2026
Column: OpenClaw pulls AI from cloud to the edge
OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.
Thursday 19 March 2026
AMD deepens ties with Naver in bid to expand AI infrastructure
Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...
Thursday 19 March 2026
Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership
OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.
Thursday 19 March 2026
Nvidia adopts Groq to tackle AI inference and expand global reach
At its annual GTC conference in San Jose, Nvidia unveiled a major shift in its AI hardware strategy: integrating technology from AI chip startup Groq to address growing demand in AI...