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Thursday 24 April 2025
Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...
Wednesday 23 April 2025
Microsoft earnings call: 3 key areas to watch
Microsoft is set to release its latest earnings report on April 30, with the market closely watching key topics such as Microsoft's relationship with OpenAI, data center developments,...
Wednesday 23 April 2025
AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty
Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence...
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Thursday 10 April 2025
Google opens network cable system for enterprise connectivity at Cloud Next '25 conference
Google has opened its vast network cable system to enterprises through the Cloud Wide Area Network (Cloud WAN) solution. This service allows cross-cloud connectivity with Amazon Web...
Thursday 10 April 2025
DeepMind introduces non-compete clause for certain UK employees amid AI talent competition
To protect its workforce amid fierce competition for AI talent, Google DeepMind has introduced a non-compete clause for certain UK employees, preventing them from joining rivals like...
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...