Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...
Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology...
Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...
Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
