News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Friday 14 November 2025

G-Shank sees strong AI-driven growth for stamping parts

G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...

Friday 14 November 2025

Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom

Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

Friday 14 November 2025

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...

Friday 14 November 2025

From scale-up to scale-across: How AI data centers are redefining transmission technology

The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...

Thursday 13 November 2025

Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race

Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...

Thursday 13 November 2025

Rising demand for AI computing drives data center upgrades and power system innovation

The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...

Thursday 13 November 2025

Anthropic aims for profitability by 2028 while OpenAI's losses could reach US$74 billion

AI startup Anthropic is projected to break even by 2028, fueled by steady enterprise client revenue, whereas OpenAI is expected to continue incurring significant operating losses...

Thursday 13 November 2025

Microsoft speeds up AI chip development with OpenAI IP licensing

Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during...

Thursday 13 November 2025

GlobalFoundries raises 4Q25 outlook on strong auto, data center demand

GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...

Thursday 13 November 2025

Tatung names new CEO as AI and renewable energy boost revenues

The board of directors of Tatung Co. approved the appointment of a new chief executive officer on November 10, 2025, alongside the release of the company's third-quarter 2025 earni...

Thursday 13 November 2025

Anthropic announces US$50 billion investment in US data center infrastructure

Anthropic plans to invest US$50 billion in American computing infrastructure, constructing data centers in Texas and New York with additional sites planned. The project is expected...

Thursday 13 November 2025

Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand

Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...

Thursday 13 November 2025

Prodrive Technologies - delivering high-performance camera, compute, and motion control solutions

Founded in 1993, Prodrive Technologies designs and manufactures mission-critical products that combine advanced engineering, innovative manufacturing, and global expertise...

Thursday 13 November 2025

Microsoft, Google pour billions into Europe to build the next AI compute hub

Microsoft and Google have unveiled plans to expand their artificial intelligence (AI) infrastructure in Europe with a combined investment of more than US$16 billion. The initiatives...

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