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    NEWS TAGGED DATA CENTER
    Friday 20 March 2026
    Lumotive makes optical breakthrough, targets 10,000-port data centers

    As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone...

    Thursday 19 March 2026
    Taiwan turns to Stargate playbook: private capital powers AI infrastructure
    Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...
    Thursday 19 March 2026
    Nvidia elevates AI storage, putting NVMe SSD makers at the center
    Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center...
    Wednesday 18 March 2026
    Nvidia GTC 2026: Nvidia charts optical-copper path
    At GTC 2026, Nvidia outlined a dual-track approach combining copper cables and silicon photonics (SiPh) to meet surging AI-driven demand for data center interconnects. CEO Jensen Huang...
    Wednesday 18 March 2026
    OpenAI shifts from building data centers to leasing cloud capacity
    OpenAI has appointed new leadership to oversee its Stargate computing initiative as the company pivots its infrastructure strategy away from building its own data centers and toward...
    Wednesday 18 March 2026
    Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
    Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...
    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    Wednesday 18 March 2026
    Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand
    Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center...
    Wednesday 18 March 2026
    Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
    Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
    Tuesday 17 March 2026
    Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
    As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
    Tuesday 17 March 2026
    Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars
    Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...
    Tuesday 17 March 2026
    Chenbro Showcases Next-Generation AI Infrastructure Integration at NVIDIA GTC 2026

    As global AI computing platforms continue to evolve toward higher density, increased power demands, and rack-scale integration, Chenbro unveiled its latest AI server...

    Monday 16 March 2026
    Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
    Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...
    Monday 16 March 2026
    AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
    Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...
    Saturday 14 March 2026
    AI server boom lifts WPG Holdings to record February revenue

    Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

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    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook