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Wednesday 19 November 2025
RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center...

Wednesday 19 November 2025
Microsoft and Nvidia form multi-billion partnership with Anthropic
Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed...
Tuesday 18 November 2025
GlobalFoundries expands SiPh footprint with AMF acquisition in Singapore

GlobalFoundries (GF) has acquired Singapore-based Advanced Micro Foundry (AMF), positioning the US chipmaker as the world's largest...

Tuesday 18 November 2025
Why China's AI boom now favors power systems over silicon
China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling,...
Tuesday 18 November 2025
GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity...
Tuesday 18 November 2025
South Korean President and SoftBank's Son to discuss AI investment and Stargate
South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments...
Tuesday 18 November 2025
Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
Tuesday 18 November 2025
PGC Strengthens Cloud and AI ASIC Acceleration with Synopsys' Next-Generation Interface and Memory IP on Advanced Nodes

As AI workloads scale across global cloud infrastructure, chip designers face a persistent challenge: balancing compute throughput, bandwidth, and power efficiency amid...

Monday 17 November 2025
Microsoft launches AI superfactory to mitigate grid load
Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
Monday 17 November 2025
Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
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...