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Thursday 6 November 2025
Arm surges past US$1.1 billion for third consecutive quarter on AI and cloud demand
Arm Holdings reported robust growth for the third consecutive quarter, with revenue exceeding US$1.1 billion, driven by strong demand for its chip designs in AI and data center mar...
Thursday 6 November 2025
Beyond smartphones: Qualcomm’s low-power leap into the AI data center race
Qualcomm outlined a clear roadmap for its next phase of growth, focusing on data centers and extended reality during its fourth-quarter fiscal 2025 earnings call. The company's leaders...
Wednesday 5 November 2025
Supermicro's cash flow turns negative as AI infrastructure push strains finances
Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company's rapid expansion to...
Wednesday 5 November 2025
Jabil to acquire Hanley Energy for US$725M in data center power move
Jabil said on November 4 that it has agreed to acquire Hanley Energy Group. The Ireland- and US-based company provides energy management and critical power systems for data centers...
Wednesday 5 November 2025
Supermicro’s fiscal 1Q results show strain beneath the AI surge
On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures...
Wednesday 5 November 2025
AMD’s AI growth story: how OpenAI became both catalyst and concern
OpenAI has become a key driver of AMD's data center growth, marking a turning point in the chipmaker's AI strategy. As AMD deepens collaboration with OpenAI through massive GPU deployments,...
Wednesday 5 November 2025
AMD hits record quarter as AI boom lifts all chips—except those bound for China
On November 4, AMD reported record results for the third quarter of 2025, driven by strong demand in the data center and client computing segments, which underscore the company's...
Wednesday 5 November 2025
Why Malaysia is attracting the world’s biggest AI data centers

"Electricity is computing power," said Taiwan's Industrial Technology Research Institute (ITRI), predicting that global data center power...

Tuesday 4 November 2025
Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market
Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250...
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors...
Monday 3 November 2025
Amazon launches Rainier data center in Indiana to support AI startup Anthropic
Amazon Web Services (AWS) has activated its Rainier data center in Indiana, US, to accelerate the training of Anthropic's large language model (LLM), Claude, using Amazon's proprietary...
Sunday 2 November 2025
OpenAI and Oracle partner to build 1GW data center campus in Michigan
OpenAI and Oracle have announced plans to construct a 1GW data center campus in Saline Township, Michigan, with construction scheduled to begin in early 2026. The site, part of the...
Saturday 1 November 2025
U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers
The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint:...
Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025
AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta
Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed...