Samsung Electronics and SK Hynix are redirecting some enterprise solid-state drive (eSSD) supplies originally intended for Chinese customers to US cloud service providers (CSPs), following...
China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86...
Cisco Systems raised its fiscal 2027 revenue and earnings forecasts after AI data centre investment and enterprise network upgrades delivered its strongest quarterly growth in more...
PsiQuantum and AMD are expanding their partnership to develop infrastructure for utility-scale, fault-tolerant quantum computers and hybrid systems combining quantum, high-performance,...
Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing...
SpaceX plans to invest more than US$74 billion in AI supercomputing campuses in Texas and Arizona, expanding beyond rockets and satellite internet into large-scale AI infrastructure...
Applied Materials' record fourth-quarter revenue and operating income highlight how investment in AI infrastructure is translating into demand for wafer-fabrication equipment. Growth...
Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer...
Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors,...
SoftBank Group (SBG) has denied SpaceX CEO Elon Musk's claim on X that the company defaulted after ordering turbines, while saying its AI infrastructure plans remain on track. However,...
OpenAI CEO Sam Altman warned Samsung Electronics executives that AI memory demand could fluctuate in the short term, with the market potentially counting the same demand more than...
Meta Platforms' longtime infrastructure chief Santosh Janardhan will leave after the end of 1Q27, with former Amazon Web Services (AWS) vice president Dave Brown set to succeed him...
As demand for AI computing expands across industries and applications, chipmakers are seeking opportunities beyond conventional data centers, extending into enterprise deployments...
TSMC is facing unprecedented demand for its advanced chips as artificial intelligence (AI) infrastructure investment accelerates, with advanced packaging and emerging physical AI applications...
