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Thursday 20 November 2025
Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble
Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...
Thursday 20 November 2025
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation...
Wednesday 19 November 2025
SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices
SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...
Wednesday 19 November 2025
India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny
India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as...
Wednesday 19 November 2025
Taiwan suppliers will determine silicon photonics breakout
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...
Wednesday 19 November 2025
Microsoft and Nvidia form multi-billion partnership with Anthropic
Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed...
Wednesday 19 November 2025
AMD targets 50% of server CPU market, extending its comeback against Intel

Intel is entering a difficult rebuilding phase after a decade of manufacturing setbacks that allowed Advanced Micro Devices to steadily chip away...

Tuesday 18 November 2025
Switch 2 hardware and competition status

Introduction

Tuesday 18 November 2025
Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles
South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...
Tuesday 18 November 2025
Huawei pitches a new vision for AI compute: one cluster, one software brain
Huawei will unveil a new unified AI compute-management technology on November 21 at the "2025 AI Container Application Implementation and Development Forum," a move widely viewed...
Tuesday 18 November 2025
GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity...
Tuesday 18 November 2025
South Korean President and SoftBank's Son to discuss AI investment and Stargate
South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments...
Tuesday 18 November 2025
Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
Tuesday 18 November 2025
Why TSMC's procurement star took a downscaled role at Nvidia
Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her...
Monday 17 November 2025
Auras Technology reports record highs amid strong liquid cooling demand
The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...