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Thursday 5 November 2026
The 346-GW question: Will anti-data-center votes slow America's AI buildout?
US voters favored restrictions on data center development in 40 of 41 local ballot measures across 10 states on November 3, signaling growing opposition to AI infrastructure expansion...
Thursday 5 November 2026
Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics
Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported...
Thursday 5 November 2026
Finance firms reportedly begin seeking investors for SpaceX's US$40B chip financing
Goldman Sachs and Apollo Global Management have reportedly begun approaching potential investors about purchasing parts of a US$40 billion deal to finance SpaceX's leasing of Nvidia...
Thursday 5 November 2026
Qisda revenue rises 13% in October as AI businesses accelerate
Qisda posted October consolidated revenue of NT$19.39 billion (US$590.8 million), up 13.47% year-over-year but down 1.85% from September, as its AI infrastructure, AI solutions, and...
Thursday 5 November 2026
Flexium eyes 2027 breakthrough as PTFE enters mass production in 2028
Flexium Interconnect chairman Walter Cheng said the company has emerged from the toughest operating downturn of the past two years and expects AI orders for smart glasses and infrastructure...
Thursday 5 November 2026
Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business
Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging...
Thursday 5 November 2026
South Korea's Moreh claims AMD MI355X delivers over twice Nvidia B200's inference throughput
South Korean AI software developer Moreh says AMD Instinct MI355X GPUs running its inference software delivered more than twice the throughput of Nvidia B200 GPUs in company tests,...
Thursday 5 November 2026
Naver Cloud ramps up use of AMD EPYC, citing high Intel CPU costs
South Korean cloud services provider Naver Cloud now runs AMD EPYC processors in about 35,000 servers and plans to deploy 144-core fifth-generation EPYC chips in its public cloud services...
Thursday 5 November 2026
OpenAI moves deeper into software infrastructure with Pierre acquisition plan
OpenAI plans to acquire Pierre Computer Company, extending its push into the infrastructure behind AI-generated software as competition expands beyond coding assistants to the systems...
Thursday 5 November 2026
Qualcomm wins Starlink Mobile infrastructure deal as SpaceX advances terrestrial network
Qualcomm has secured a role in SpaceX's planned US terrestrial mobile network, turning Starlink Mobile's ambitions for integrated satellite and ground-based connectivity into a named...
Thursday 5 November 2026
AI chips need 1.5 years to move beyond cloud: HCLTech
HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale...
Thursday 5 November 2026
Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration
As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs)...
Wednesday 4 November 2026
Innodisk advances AI data center push with eSSD, DDR5 products
Industrial memory module maker Innodisk is deepening its AI data center strategy by supplying critical components for AI infrastructure, including enterprise solid-state drives (eSSDs)...
Wednesday 4 November 2026
SpaceX is reportedly building AI data centers faster than anyone
SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm...
Wednesday 4 November 2026
Zhongji InnoLight revenue and profit more than double in 3Q26
China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for...