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Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025
AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta
Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed...
Thursday 30 October 2025
Arm, AMD, and Nvidia join OCP board as AWS remains absent
Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as...
Thursday 30 October 2025
OpenAI reportedly prepares for IPO as new Microsoft partnership and regulatory agreements finalize
OpenAI is reportedly gearing up to launch an initial public offering (IPO), potentially valued at US$1 trillion, aiming for a public listing by late 2026 or early 2027. According...
Thursday 30 October 2025
Microsoft's AI engine accelerates with record growth and expanding partnerships
Microsoft kicked off its 2026 fiscal year with another blockbuster quarter. First quarter fiscal 2026 revenue reached US$77.7 billion, up 18% year-over-year, while operating income...
Thursday 30 October 2025
Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026
Liquid cooling adoption in ASIC servers is poised to accelerate significantly in 2026, driven largely by cloud service providers (CSPs) such as Google and Microsoft increasing their...
Wednesday 29 October 2025
OpenAI restructures for independence, secures Microsoft stake through 2032
After nearly a year of negotiation, OpenAI has finalized a sweeping corporate restructuring that transforms its hybrid nonprofit model into a fully for-profit enterprise while granting...
Wednesday 22 October 2025
Anthropic, Google weigh multibillion-dollar cloud deal to rival Microsoft's AI alliance
Anthropic PBC is in early talks with Alphabet Inc.'s Google on a potential cloud computing deal worth between US$1 billion and US$10 billion to secure additional AI computing power,...
Wednesday 22 October 2025
Commentary: How Nvidia's 5 moves keep ASIC rivals at bay
As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance...
Tuesday 21 October 2025
Microsoft: Taiwan sees highest number of nation-state cyberattacks in Asia Pacific as AI accelerates threat evolution
More than half of cyberattacks worldwide are financially motivated, and AI is now accelerating the arms race between attackers and defenders, according to Microsoft in its latest...
Monday 20 October 2025
India roundup: AI gold rush and local reality
Tech firms are ramping up AI infrastructure investments and talent hunt in India as Tata Electronics reportedly develops its electronics manufacturing capabilities with a series of...
Thursday 16 October 2025
In India’s AI gold rush, Big Tech meets local reality
At the 2023 World Economic Forum in Davos, Microsoft CEO Satya Nadella shared an illustrative story about a rural Indian farmer using ChatGPT to apply for government subsidies. Nadella...
Tuesday 14 October 2025
Beyond the rack: how OCP is wiring the world for AI
The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance...
Tuesday 14 October 2025
OCP Summit: Microsoft expands AI infrastructure by 2 GW, cuts GPT-4 cost by 93%, and backs new power and cooling standards

Microsoft is accelerating its transformation into what it calls "the world's AI supercomputer," revealing that it added 2 gigawatts of...

Tuesday 14 October 2025
Skepticism clouds Anthropic's AI future despite strong enterprise ties
OpenAI continues to expand aggressively, while its main rival Anthropic struggles to match its influence and valuation. However, Anthropic still holds significant sway in software...