News tagged GPU at DIGITIMES

NEWS TAGGED GPU

Friday 21 November 2025

Debate over AI GPU lifespan intensifies amid bubble concerns

The true service life of AI GPUs, the cornerstone of computing power, has become a new battleground in the heated debate surrounding AI investments. This question directly impacts...

Thursday 20 November 2025

xAI and HUMAIN to deploy 500MW Grok data center in Saudi Arabia

xAI, Elon Musk's AI startup, has partnered with Saudi Arabia's state-backed HUMAIN to build a 500MW data center to host the Grok AI platform. The initiative aims to create a national...

Thursday 20 November 2025

Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...

Thursday 20 November 2025

DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply

DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...

Wednesday 19 November 2025

India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny

India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as...

Wednesday 19 November 2025

AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth

AMD CEO Lisa Su revealed at a recent Financial Analyst Day in New York that the company expects to generate about US$34 billion in revenue in 2025, with approximately US$16 billion...

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

Samsung expected to dominate HBM4 market as prices snap back

Samsung Electronics is poised for a commanding performance in the advanced memory sector, with analysts forecasting the tech giant could seize 40 percent of the lucrative HBM4 market...

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...

Wednesday 12 November 2025

AMD's latest product roadmap revealed, Zen 7 debuts

AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen...

Tuesday 11 November 2025

Powerlogic eyes strong 4Q25 growth on robust GPU demand

Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's...

Monday 10 November 2025

SK Telecom's new CEO outlines AI infrastructure as core growth strategy

South Korea's SK Telecom (SKT) has appointed a new CEO, Jai-hun Jung, and is aiming to use AI infrastructure as its key driver for future growth. At the SK AI Summit 2025, Jung unveiled...

Sunday 9 November 2025

STM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN tech

As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response,...

Sunday 9 November 2025

Google and Nvidia take the AI race into orbit with plans for space data centers

On November 2, local US time, Nvidia made history by sending its powerful H100 GPU into orbit for the first time. Just two days later,...

Thursday 6 November 2025

Nvidia unveils NVQLink as AMD, IBM achieve quantum error correction on FPGA

Nvidia has officially ushered in the "quantum GPU computing era" by unveiling NVQLink, claimed to be the world's first architecture connecting quantum systems with classical CPU and...

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