News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Wednesday 29 April 2026

Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure

Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...

Wednesday 29 April 2026

The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute

Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...

Wednesday 29 April 2026

OpenAI's growth slowdown raises questions over AI expenditure

OpenAI is confronting a growing tension between its aggressive infrastructure spending and signs of softer-than-expected business momentum, as internal targets for both user growth...

Wednesday 29 April 2026

NetApp inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments

NetApp signed a four-year enterprise agreement with Google Cloud to expand their collaboration and accelerate deployment of NetApp storage solutions on Google Distributed Cloud within...

Wednesday 29 April 2026

PCB industry urges four policy moves in Thailand expansion

Amid global supply chain restructuring, Asia's PCB industry is moving toward closer regional collaboration. Industry experts say that as southbound expansion in the PCB sector takes...

Tuesday 28 April 2026

Nvidia signs record Bengaluru office lease as India AI push accelerates

Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space,...

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

Indian startup targets AI inference opportunity with full-stack compute platform

While global AI infrastructure investment remains concentrated around massive GPU clusters for training frontier models, Indian startup Turiyam.ai is betting on a different commercial...

Tuesday 28 April 2026

Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder

Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...

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

Moore Threads hits first profit, AI compute orders drive growth

China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...

Monday 27 April 2026

DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to...

Monday 27 April 2026

Thailand's PCB industry moves upmarket, local supply gaps persist

Thailand is fast emerging as a critical hub for high-end electronics manufacturing, as global supply chains shift and demand for AI computing...

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