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NEWS TAGGED INFRASTRUCTURE
Thursday 1 October 2026
Meta's Muse lifts server CPU demand, with AMD EPYC orders extending into 2028
Meta's rapid rollout of its Muse AI agent is emerging as an early test of how agentic AI could reshape server infrastructure demand, with CPU suppliers already seeing longer lead times...
Thursday 1 October 2026
Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026
Neweb Information targets late-October listing on Taipei Exchange
Neweb Information, a Taiwan-based IT systems integrator, is targeting a late-October listing on the Taipei Exchange. Long focused on enterprise core systems, the company has expanded...
Thursday 1 October 2026
Focus: The hidden price of Nvidia's AI agent security play
Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs...
Thursday 1 October 2026
Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking
Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5...
Thursday 1 October 2026
HPE secures US$1.2 B order from Vultr for first AMD Helios AI rack systems

Hewlett Packard Enterprise announced a major US$1.2 billion order from Vultr, which HPE describes as the world's largest privately held cloud infrastructure...

Thursday 1 October 2026
ProLogium advances Dunkirk superfactory, deepens Europe battery autonomy
ProLogium, a maker of inorganic lithium ceramic batteries, said construction and infrastructure work at its Dunkirk superfactory in France has started in phases, including power infrastructure...
Thursday 1 October 2026
Nio, Geely turn battery swapping into shared infrastructure as China's EV rivalry changes course
For years, China's EV makers pursued aggressive energy infrastructure expansion, racing to offer faster charging and denser networks.
Thursday 1 October 2026
Nvidia pushes full-stack AI agent security as OpenAI sits out partner roster
Amid growing concerns over increasingly autonomous AI systems, Nvidia CEO Jensen Huang has repeatedly argued that AI agent jailbreaks are fundamentally an "engineering problem" that...
Wednesday 30 September 2026
Taiwan identifies electricity supply as national strength, with plans to expand gas and green energy
As power infrastructure is now widely regarded as the foundation of a nation's strength, Taiwan is accelerating investment in gas-fired generation, green energy and energy storage...
Wednesday 30 September 2026
DIGITIMES Insight: AI is emerging as the new growth anchor in the mobile communications industry
South Korea's leading telecommunications operator, SK Telecom (SKT), recently established SK Hyper and SK Horizon in quick succession. The moves mark a pivotal shift for telecommunications...
Wednesday 30 September 2026
ByteDance makes up a fifth of China's AI data center capacity amid growing buildout
ByteDance occupies around a fifth of data center capacity in China, according to a recent report. This makes the company the largest customer for rented compute in the country at a...
Wednesday 30 September 2026
Tatung pivots to AI infrastructure integration
Amid continued debate over AI, demand for computing power keeps climbing. Tatung Co. on September 30 unveiled its AI infrastructure solution, "TTG AIDC CUBE," at a launch event titled...
Wednesday 30 September 2026
Tatung targets 180-day AI data center deployment
To showcase its competitiveness in AI infrastructure, Tatung Group on September 30 held the "Power Ready for AI" forum and unveiled a modular AI data center (AIDC) built around the...
Wednesday 30 September 2026
DeepSeek brings software tools to Huawei's Ascend 950 to take on Nvidia
DeepSeek is bringing more of the software used to develop its AI models to Huawei Technologies' Ascend 950 processors, deepening cooperation as Chinese technology companies seek to...