OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the escalating AI compute arms race and OpenAI's need to diversify beyond Microsoft while navigating immense operational costs and financial risks.
King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures are accelerating a move toward higher-power, higher-density server cabinets, a shift that is increasing demand for specialized mechanical components such as slide rails. The company said this trend will influence design requirements and production strategies over the next several years.
Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and computer vision businesses. While operating profit more than doubled for the year, currency fluctuations and tax impacts weighed on net income, and the company struck a cautious tone for early 2026 amid shifting market dynamics.
The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.
DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with long-standing industry practice, according to two sources familiar with the matter.
SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening competition in the post-HBM era as Micron accelerates investments to strengthen its HBM4 and NAND capabilities.
Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production. He is also set to argue that AI computing is moving into an era of "thinking and reasoning." Three themes are likely to shape the conference.
Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment cycle, the map of American imports is undergoing one of its most consequential shifts in decades.
At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects conditions to improve over time as engineering approaches evolve and space-based computing use cases expand.
At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained demand across Hopper, Blackwell, and forthcoming products while acknowledging uncertainty around the timing and scale of Rubin revenue.
Coretronic Corp. has accelerated its transformation from a traditional backlight module supplier into a diversified technology group spanning AI sensing, drones, and automated logistics. This strategic pivot is now delivering tangible results, with two key subsidiaries — Coretronic Intelligent Robotics Corp. (CIRC) and Coretronic MEMS Corp. (CMC) — returning to profitability in 2025.
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