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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...
Wednesday 5 November 2025
Commentary: Jensen Huang's South Korea charm offensive signals Nvidia's Asia pivot
When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went...
Wednesday 5 November 2025
AMD’s AI growth story: how OpenAI became both catalyst and concern
OpenAI has become a key driver of AMD's data center growth, marking a turning point in the chipmaker's AI strategy. As AMD deepens collaboration with OpenAI through massive GPU deployments,...
Tuesday 4 November 2025
Wistron launches AI computing power donation program, donating 1 million GPU hours annually
Wistron announced the launch of the Wistron Computing Power Donation Program, pledging to donate 1 million GPU hours annually starting in 2026. The free resources will be made available...
Tuesday 4 November 2025
IREN signs US$9.7 billion GPU cloud deal with Microsoft to expand AI infrastructure
On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year...
Tuesday 4 November 2025
Nvidia's NVQLink breaks quantum computing barriers, proving that GPUs remain irreplaceable
Nvidia CEO Jensen Huang stressed that the combination of quantum computing with AI will be crucial for driving developments in future technology, with industry consensus highlighting...
Monday 3 November 2025
Tongfu Microelectronics taps AMD synergy to command the AI packaging frontier
Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing company, made a significant leap in advanced packaging after acquiring 85% of AMD's Suzhou and Penang...