Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...
Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G...
Marvell Technology's second quarter of fiscal 2027 was the point at which its data center business stopped being the growth engine attached to a diversified infrastructure chipmaker...
Nvidia has made a point of it in three consecutive earnings decks: year-on-year growth has accelerated for four straight quarters, which the company calls unprecedented at its scale...
The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion...
Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking...
Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading...
Weltrend Semiconductor said first-half 2026 revenue rose 28% from a year earlier to a record for the period, with growth driven almost entirely by cooling demand tied to AI data center...
India's data center story has split in two. The pipeline forecasts keep getting bigger, but the money actually landing has thinned sharply since June — and the reason is no longer...
Anthropic has reportedly agreed to spend US$45 billion over six years to rent artificial intelligence computing capacity from Nscale's planned data center campus in West Virginia,...
Lambda, the Nvidia-backed neocloud provider, is seeking to raise as much as US$3 billion before a planned 2027 listing, with its valuation potentially reaching US$12 billion, according...
India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia...
A key figure responsible for OpenAI's data center plans left the company last week, the latest in a string of departures just as it invests heavily in its AI infrastructure build-out...
Star Trade, a unit of HD Renewable Energy, is set to debut at Semicon Taiwan 2026 next week, offering power trading and energy management services for semiconductor and AI infrastructure...
India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center...
