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Wednesday 29 April 2026
Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure
The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
Wednesday 29 April 2026
CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply
Workloads are shifting from training to inference. In this transition, CPUs are regaining a central role in coordinating diverse computing tasks, significantly boosting their importance...
Tuesday 28 April 2026
Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge
Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence,...
Tuesday 28 April 2026
Meta bets on orbit-to-grid solar to power AI infrastructure around the clock
Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data...
Tuesday 28 April 2026
Microsoft's cloud strategy tightens AI compute supply
Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
Tuesday 28 April 2026
Celestica reports strong 1Q26 as cloud demand lifts results
Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
Tuesday 28 April 2026
Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
Tuesday 28 April 2026
End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift
OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform...
Tuesday 28 April 2026
Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
Tuesday 28 April 2026
GrandTech drives growth with AI cloud and 3D printing for drone market
GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...
Monday 27 April 2026
Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...
Monday 27 April 2026
Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge
Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts...
Monday 27 April 2026
Naver Cloud and HanmiGlobal target global data center expansion amid AI infrastructure race
South Korea's Naver Cloud and construction project management firm HanmiGlobal have formed a strategic alliance to jointly pursue large-scale data center projects overseas, with a...
Monday 27 April 2026
Quanta bets on speed and scale to power next growth wave
Quanta Computer is doubling down on speed, scale, and execution as it heads into 2026, with leadership expressing strong confidence that surging AI server demand will drive another...
Sunday 26 April 2026
BizLink expands optical interconnect push, sees uncertain CPO ramp timing

The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed...