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Friday 14 February 2025
Meta in talks to acquire FuriosaAI as in-house AI chip competition intensifies
Meta is reportedly in talks to acquire South Korea-based startup FuriosaAI, as major tech companies are increasingly developing and advancing their own AI chips to reduce reliance...
Tuesday 11 February 2025
Amazon expects Trainium chip series to reach 4th gen amid growing adoption
Amazon has revealed that its in-house designed Trainium 2 processor is gaining traction among potential users, including Qualcomm, who are participating in its early-stage evaluation...
Friday 7 February 2025
Amazon provides cautious outlook despite strong growth
In its latest earnings report, Amazon revealed that its cloud division delivered a robust performance over the past quarter, even amidst macroeconomic uncertainties. Despite this...
Friday 7 February 2025
Amazon acknowledges FX impacts, sees promise in DeepSeek and AI inference
During the earnings call that followed the release of Amazon's financial results, senior executives acknowledged the adverse effects of foreign exchange fluctuations while expressing...
Tuesday 4 February 2025
Global server market, 4Q 2024

Introduction

Tuesday 4 February 2025
CSPs embrace DeepSeek as AI infrastructure spending surges
China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have...
Tuesday 21 January 2025
Color e-paper revolution blooms in 2024 as E Ink and Netronix receive harvesting results
The e-paper industry is rapidly transitioning from monochrome to color panels, stimulating a trend of device upgrades. The year 2024 marked the beginning of the color e-reader era,...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Tuesday 14 January 2025
Nvidia reportedly faces setbacks: hyperscalers slash GB200 orders over overheating issues
Major cloud service providers are reconsidering their procurement strategies for Nvidia's Blackwell chips following serious technical issues, particularly overheating problems and...
Tuesday 14 January 2025
Challenging SpaceX: Blue Origin prepares New Glenn rocket for maiden launch
Amazon founder Jeff Bezos' space venture Blue Origin is preparing for a pivotal moment as its first orbital launch vehicle, the New Glenn rocket, readies for its inaugural flight...
Wednesday 8 January 2025
Nvidia's 2025 AI server rollout fuels demand optimism amid Trump tariff uncertainty
Nvidia's upcoming AI server releases in 2025 are generating excitement, with robust demand expected from major players like Amazon Web Services. However, the return of Donald Trump...
Wednesday 8 January 2025
Anthropic in talks to raise funding at US$60 billion value
OpenAI rival Anthropic is in advanced talks to raise $2 billion in a funding round that would value the startup at $60 billion, according to two people familiar with the matter.
Tuesday 31 December 2024
2024 review: Taiwanese ODMs thrive as top 5 brands step up for AI servers
The global AI server market is expected to expand from US$142.88 billion in 2024 to US$837.83 billion by 2030, with a CAGR of 34.3%, according to MarketsandMarkets. This growth is...
Wednesday 18 December 2024
Malaysia launches National AI Office
On December 12, 2024, Malaysia marked a significant milestone in its digital transformation journey by officially launching the National AI Office (NAIO), a dedicated institution...
Friday 13 December 2024
Cloud wars: Top players set to dominate AI landscape by 2025, according to Sequoia report
In a sweeping analysis of the AI sector, Sequoia Capital projects a widening competitive moat among leading cloud providers through 2025, as infrastructure buildout reaches critical...