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Friday 23 October 2026
Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play
Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's...
Friday 23 October 2026
Analysis: Nvidia's DSX POD reshapes AI factory supply chains
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Friday 23 October 2026
Jensen Huang warns Europe risks falling further behind US and China in AI
Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany...
Friday 23 October 2026
Why is TSMC suddenly looking at Texas?
TSMC is scouting Texas for possible new US capacity, even as it builds out its advanced-process fabs in Arizona. Chairman C.C. Wei confirmed that a team has been sent to Texas to assess...
Friday 23 October 2026
Compal and Verda expand AI cloud infrastructure partnership
Verda and Compal Electronics have expanded their partnership to support Verda's rapidly growing AI infrastructure footprint, combining Verda's AI cloud expertise with Compal's expanding...
Thursday 22 October 2026
Infineon, Nvidia push gallium nitride power for 800-volt AI data centers
Infineon Technologies is expanding its work with Nvidia on 800-volt direct current power architectures for AI data centers, with a focus on gallium nitride (GaN) chips in the intermediate...
Thursday 22 October 2026
Tesla's Megapack boom meets AI power crunch, but margin gains raise questions
While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial...
Thursday 22 October 2026
Amazon spends US$220B on AI as power delays squeeze cash flow
Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks...
Thursday 22 October 2026
Amazon to invest over EUR160B in Germany for AI, cloud and logistics
Amazon will invest more than EUR160 billion (about US$17.9 billion) in Germany in 2027 to expand its cloud computing, artificial intelligence (AI), low-Earth-orbit (LEO) satellite...
Thursday 22 October 2026
Nvidia's AI factory strategy points to a broader shift in computing, industry
Nvidia is positioning the expansion of artificial intelligence as an infrastructure and industrial shift, not simply a software trend. At GTC Berlin, CEO Jensen Huang described an...
Thursday 22 October 2026
Meta's advertising engine keeps pace with its AI build-out as legal costs cut into profit
Meta Platforms' third quarter showed that its core advertising business is still growing fast enough to carry one of the largest infrastructure programs in the technology industry...
Thursday 22 October 2026
Taiwan tech supply chain eyes Texas for first US industrial cluster
As Taiwan and the US deepen supply chain localization efforts, concrete plans for Taiwan's electrical and electronics industries to establish US industrial parks are rapidly taking...
Wednesday 21 October 2026
Qisda integrates four companies to build scalable rack-scale AI solutions
Qisda Group is targeting rack-scale AI opportunities in data centers by accelerating development of its rack-scale AI solutions. Through in-house design, manufacturing, and cross-domain...
Wednesday 21 October 2026
Anthropic's IPO spotlight falls on its potential US$750 billion AI compute tab
Anthropic's draft IPO prospectus captures the tension behind its rapid growth: first-half revenue surged to US$16.3 billion, while the company reported a US$80.7 billion net loss and...
Wednesday 21 October 2026
China launches state-owned data group as market-facing arm of its AI infrastructure push
China has established a new state-owned enterprise, National Data Group, headquartered in Xiong'an, Hebei province. Ding Xuexiang, a vice-premier of the State Council, attended its...