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Friday 21 March 2025
Micron to pass on tariff costs to US customers
Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Friday 21 March 2025
Micron HBM revenue tops billion dollars amid expansion plans
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Friday 21 March 2025
NTT to invest US$1.5 billion in India to expand data centers and optical network
Japanese telecom giant NTT intends to invest US$1.5 billion in India from 2025 to 2027, aiming to expand its data center capacity by about 2.4 times. This investment will also facilitate...
Thursday 20 March 2025
Foxconn CEO's triple D fix: leave dull, dirty, dangerous work to AI
During Nvidia's GTC 2025 conference, Young Liu, Chairman and CEO of Foxconn, provided an in-depth look at the evolving partnership between the two firms. In addition, the big focus...
Thursday 20 March 2025
SoftBank's US$6.5B Ampere takeover: power play in AI chips with Arm
SoftBank Group is acquiring US-based chip designer Ampere Computing LLC for US$6.5 billion in cash, expanding its AI semiconductor portfolio. SoftBank's acquisition of Santa Clara-based...
Thursday 20 March 2025
OpenAI's first Stargate site to hold up to 400,000 Nvidia chips
The first data center complex for OpenAI's US$100 billion Stargate infrastructure venture will have space for as many as 400,000 of Nvidia's powerful AI chips — an amount that,...
Thursday 20 March 2025
Nvidia unleashes RTX Pro 6000 Blackwell; key partners ready to ship
Nvidia officially launched the RTX Pro 6000 Blackwell series of workstations and servers, redefining professional workflows for AI, technology, creative, engineering, and design professionals...
Wednesday 19 March 2025
Chunghwa Telecom's all-optical network drives global AI data center leadership
Chunghwa Telecom (CHT) is transforming data center construction through its all-optical network technology, establishing itself as a leader in distributed AI data centers. This advancement...
Wednesday 19 March 2025
Chenbro showcases latest AI server chassis solutions at Nvidia GTC 2025
Chenbro makes its first appearance at Nvidia GTC 2025, displaying the Nvidia GB300 Grace Blackwell Ultra Superchip...
Tuesday 18 March 2025
VPEC eyes growth in AI data centers, robotics, and others with SiPh advancements
The compound semiconductor industry is optimistic about the continued growth of the AI data center market. In addition to core computing chips, silicon photonics (SiPh) technology...
Monday 17 March 2025
Softbank to build world's first AI agent data center with OpenAI at Sharp's Sakai factory
SoftBank announced the acquisition of part of Sharp's Sakai Display Products (SDP) factory in Osaka Prefecture, Japan, for JPY100 billion (approx. US$6.7 million) on March 14, 2025...
Thursday 13 March 2025
Infineon leverages power architecture shift amid AI-driven data center boom
Infineon Technologies is positioning itself at the forefront of a shift in server power architecture, driven by the rapid adoption of high-voltage direct current (HVDC) designs. As...
Thursday 13 March 2025
India's Yotta drives AI growth but leaves Asus with significant bad debt
Asus declared a significant bad debt over the last quarter of 2024 due to delayed payments for server products sold to Yotta, a company highlighting India's eagerness to build AI...
Saturday 8 March 2025
Microsoft cuts US data center leases; Taiwanese operators forecast a 20-year boom
Rumors suggest Microsoft has ended some US data center leases, sparking fears of reduced demand for Internet Data Centers (IDCs). In contrast, Taiwanese IDC operators are optimistic,...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...