Despite market speculations about potential delays in Nvidia's GB200 NVL72 series server shipments, industry sources confirm that Foxconn Technology (Hon Hai) is maintaining its original...
Nvidia faces growing competition from ASIC chip developers, as Broadcom, Google, and AWS advance their development efforts in AI chips, according to industry sources.
The White House issued what it describes as the inaugural Quadrennial Supply Chain Review on December 19, 2024, which the incumbent Biden-Harris Administration says represents its...
Long delivery times for cooling distribution units (CDU) are reportedly why increased production of GB200 server racks has been delayed from the first quarter of 2025 to the second...
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it...
Advantech has announced its ambitious plans to establish dominance in the rapidly growing sectors of edge computing and artificial intelligence (AI). Chairman KC Liu revealed the...
US cloud service providers (CSPs) are entering a new phase of AI investment, with continued growth in capital expenditures (capex), driving short-term demand for high-end AI chips...
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...
Taiwan-based tier-1 high-density interconnect (HDI) board maker Compeq Manufacturing has opened its first production base in Southeast Asia located in Thailand. The facility will...
Intel CEO Pat Gelsinger retired on December 1, 2024, leaving CFO David Zinsner and senior executive Michelle Johnston Holthaus to serve as interim co-CEOs. While the board works to...
The Japanese government has accelerated plans to develop a next-generation supercomputer by the fiscal year 2030, succeeding the renowned Supercomputer Fugaku. This ambitious project,...
As artificial intelligence (AI) strains data center cooling limits, a seismic shift from traditional air systems to liquid cooling solutions is reshaping the US$5 billion thermal...
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises...
The newly released book, The Nvidia Way: Jensen Huang and the Making of a Tech Giant, reveals key insights into Nvidia's corporate culture. A notable aspect is CEO Jensen...
