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NEWS TAGGED MICROSOFT
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Thursday 3 April 2025
Microsoft joins corporate China exodus with Shanghai AI lab closure
Microsoft has closed its AI and IoT laboratory in Shanghai, adding to the growing list of multinational corporations scaling back operations in China. According to a report by The...
Wednesday 2 April 2025
The Great Tech Reset 4: Taiwan's electronics edge holds firm as AI era reshapes global supply chains
Between 2019 and 2024, global GDP rose by about US$21 trillion. During this time, companies like AWS, Microsoft, Meta, Google, and Tesla saw their market values exceed US$1 trillion...
Tuesday 1 April 2025
AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...
Monday 31 March 2025
Oracle signs multibillion-dollar deal with AMD for GPU cluster amid AI chip competition
Oracle has contracted AMD to build an AI cluster with 30,000 AMD MI355X computing cards in a multibillion-dollar deal, according to Chairman Larry Ellison during the company's third-quarter...
Friday 28 March 2025
AI bubble brewing? Alibaba chair warns of data center frenzy
Alibaba Group Chairman Joe Tsai warned that the ongoing AI data center boom risks creating a market bubble. Speaking at the HSBC Global Investment Summit, he said construction is...
Thursday 27 March 2025
Microsoft emphasizes AI accessibility and agency at AI Expo 2025
At the DIGITIMES AI EXPO 2025, Sean Pien, general manager of Microsoft Taiwan, emphasized the company's commitment to making AI technology universally accessible. He highlighted AI's...
Wednesday 26 March 2025
Microsoft, Amazon, Nvidia urge Trump to revise chip export curbs
Tech companies with a combined market valuation of more than US$8 trillion are urging the Trump administration to rethink chip export restrictions that they fear will push US allies...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Thursday 20 March 2025
Huawei turns to SMIC's 7nm for Kirin X90 PC chip, cutting ties with Intel and Microsoft
Huawei Technologies is strengthening its independence in personal computing, accelerating chip development to reduce reliance on US hardware and software. The company's latest PC...
Wednesday 19 March 2025
AI streamlines government regulations with Syscom's inquiry system
Syscom Computer Engineering has utilized Microsoft technology to create an AI regulatory inquiry system for the Directorate-General of Personnel Administration under the Executive...
Tuesday 18 March 2025
Nvidia expands ecosystem strategy with CoreWeave's Project Osprey
With explosive demand for artificial intelligence (AI) chips, Nvidia has not only become a global giant in AI chip supply but is also quietly orchestrating a strategically significant...
Monday 10 March 2025
Microsoft creates in-house AI models it believes rival OpenAI's
Microsoft has created in-house artificial intelligence models it believes can go toe-to-toe with industry leaders including partner OpenAI, according to a person familiar with the...
Saturday 8 March 2025
Microsoft cuts US data center leases; Taiwanese operators forecast a 20-year boom
Rumors suggest Microsoft has ended some US data center leases, sparking fears of reduced demand for Internet Data Centers (IDCs). In contrast, Taiwanese IDC operators are optimistic,...