Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of...

SpaceX plans to invest more than US$74 billion in AI supercomputing campuses in Texas and Arizona, expanding beyond rockets and satellite internet into large-scale AI infrastructure...

Singapore said it independently investigated Hong Kong resident Alice Huang and Singapore-registered Megaspeed International over suspected false declarations involving servers exported...

Tighter financing and stricter local oversight could lead to consolidation among weaker cloud providers and greater concentration in the data-center industry, Asus said. However, based...

Asus has turned cautious on the 2027 PC market, forecasting a 10–15% full-year decline as memory prices surge, end-user demand cools, and global regulation of data-center construction...

Asus posted record brand consolidated revenue of NT$258.788 billion (US$7.86 billion) in the third quarter of 2026, up 7% quarter-on-quarter and 36% year-on-year, as AI server shipments...

The loophole that lets Chinese AI developers rent Nvidia chips in overseas data centers is becoming the main target of a tougher US export-control push. Democrats swept both chambers...

Nvidia's product pipeline is locked in for the next two years, analysts say, but Jensen Huang's resignation calls into question the annual upgrade cadence he personally drove and exposes...

Compal Electronics will transfer the research and development and sales operations of its server-related Infrastructure Solutions Business Group (ISBG) to its wholly owned subsidiary...

Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing...

Jensen Huang's resignation removes the executive who turned Nvidia's balance sheet into a funding source for the AI buildout, raising questions about whether the company will keep...

By handing the top job to its chief financial officer rather than an engineer, Nvidia's board has signaled that its priority after Jensen Huang's abrupt exit is to steady investors,...

Jensen Huang's resignation is expected to have short-term effects on Taiwan's server suppliers, which are developing Nvidia's Vera Rubin and Feynman platforms. However, suppliers say...

Pegatron's third-quarter operating profit jumped 149.7% from a year earlier to NT$8.04 billion (approx. US$244 million), as stronger server and smartphone shipments lifted revenue...

Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...