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Monday 10 February 2025
India roundup: India cuts tariffs amid Trump's tariff policy
As US President Donald Trump threatens to impose tariffs on trading partners, India has lowered its basic customs duties in its latest annual budget and is reportedly reducing the...
Saturday 8 February 2025
Ezconn rides AI data center boom with record growth, eyes 2025 expansion
Ezconn anticipates another year of strong growth in 2024, driven by robust demand from the US AI data center sector. Orders have increased significantly ahead of anticipated tariffs,...
Friday 7 February 2025
OpenAI eyeing more data centers in Texas, other states for Stargate
A joint venture from OpenAI, SoftBank, and Oracle is close to selecting additional sites for data center campuses in Texas and eyeing more projects in over a dozen other states, as...
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...
Friday 7 February 2025
Japanese component makers ride AI server, data center wave
Artificial intelligence (AI) and data center demand are emerging as key performance drivers for Japanese electronic component makers such as Murata Manufacturing, while performance...
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD warns of a weaker-than-expected 1Q25 data center outlook amid Nvidia's AI dominance
Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness...
Tuesday 4 February 2025
Global server market, 4Q 2024

Introduction

Tuesday 4 February 2025
TikTok to invest US$3.8 billion in Thai data center
ByteDance's TikTok plans to invest THB126.8 billion (US$3.76 billion) in a Thai data hosting service, marking a major expansion in Southeast Asia. Thailand is emerging as a digital...
Monday 3 February 2025
Cadence aims to strengthen its presence in India's growing data center sector
Cadence Design Systems has said that it recognizes India as a critical hub for innovation and data-driven growth and is committed to deepening its footprint in the region's data center...
Monday 27 January 2025
Taiwan's 2025 AI outlook: data center transformation and sovereign AI
The rise of generative AI has elevated Taiwan's global standing, as it plays a crucial role in providing the hardware for AI computing. In the last two years, Taiwan has experienced...
Friday 24 January 2025
US's US$500 billion Stargate program sparks intensified AI race with China
President Trump has unveiled the Stargate program, a US$500 billion initiative to secure the US's position as a leader in AI. However, analysts suggest that China will persist in...
Friday 24 January 2025
Stargate's first data center located in Texas, with some 57 jobs
In a small Texas city nearly 200 miles west of Dallas, the first data center associated with the US$100 billion Stargate venture from OpenAI, SoftBank Group and Oracle is taking sh...
Friday 24 January 2025
Singapore and Malaysia optimistic US AI chip curbs won't derail data center plans
Malaysia's data center sector maintains an optimistic outlook despite new US export restrictions on artificial intelligence (AI) chips, which were implemented in the final days of...
Thursday 16 January 2025
Marvell's 8-year turnaround: How CEO Matt Murphy positioned the company for AI success
Broadcom and Marvell have recently emerged as key players in the era of Generative AI, alongside Nvidia. While Broadcom CEO Hock Tan is well-known in the semiconductor industry, Marvell...