News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Saturday 31 January 2026

"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

Saturday 31 January 2026

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

Friday 30 January 2026

KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth...

Friday 30 January 2026

SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV

SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing...

Friday 30 January 2026

China's 15th Five-Year plan targets space mining, space tourism

Following its official proposal to "take computing power to space," China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan.

Friday 30 January 2026

South Korea NAND flash gains strategic role in next-gen AI infrastructure

With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase...

Friday 30 January 2026

Huawei scales cloud ecosystem in Asia-Pacific; Volcengine surges in AI cloud

Huawei is expanding its public cloud business across overseas markets, refining its partner strategy, and advancing its "platform plus ecosystem" model in Asia-Pacific. The company...

Thursday 29 January 2026

Taiwan, US expand AI, drone cooperation under Pax Silica framework

Taiwan's Minister of Economic Affairs, Ming-hsin Kung, joined senior US State Department officials on January 27, 2026, in the US to conclude the sixth US-Taiwan Economic Prosperity...

Thursday 29 January 2026

Jensen Huang hints at H200 approval for China, cements TSMC’s central role

Nvidia CEO Jensen Huang arrived in Taiwan at noon on January 28 following a visit to China for a subsidiary's year-end event, where he outlined the latest status of H200 export approvals...

Thursday 29 January 2026

Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play

OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing...

Thursday 29 January 2026

A year of transformation: Tesla pivots to Robotaxis and domestic chip production

Tesla is entering what executives describe as a "turning point" year. As the company pushes forward with robotaxi deployment and Full Self-Driving (FSD) technology, it must also navigate...

Thursday 29 January 2026

Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance

Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to vertically integrate AI chips, cloud infrastructure, and large language models. Developed...

Thursday 29 January 2026

Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck

Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered...

Thursday 29 January 2026

Celestica posts sharp revenue gains as cloud and AI spending rise

Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

Thursday 29 January 2026

Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

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