News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Wednesday 4 February 2026

Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round

Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC...

Wednesday 4 February 2026

Analysis: The Musk consolidation — AI, autos, space under one roof

In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate...

Wednesday 4 February 2026

Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition

Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield...

Wednesday 4 February 2026

Karnataka govt wades into Foxconn tax dispute, averting escalation

The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily...

Wednesday 4 February 2026

Supermicro’s AI boom comes with a risk: one customer, 63% of revenue

Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...

Wednesday 4 February 2026

India wins electronics investment, but key gap threatens momentum

India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives,...

Wednesday 4 February 2026

Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory

SoftBank Corp. has launched a push into next-generation AI memory through its wholly owned unit SAIMEMORY Corp., forming a strategic collaboration with Intel Corporation to commercialize...

Tuesday 3 February 2026

AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...

Tuesday 3 February 2026

Analysis: China's AI model race tightens into a three-way contest

China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry...

Monday 2 February 2026

Taiwan PCB makers vie for AI server market with new 2026 capacity

As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...

Monday 2 February 2026

Taiwan's defense institute partners with US firm to boost critical manufacturing capacity

Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) has partnered with US-based B&P Littleford to forge a new chapter in Taiwan-US defense industry cooperation...

Monday 2 February 2026

India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains

India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with...

Saturday 31 January 2026

"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

Saturday 31 January 2026

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

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