News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Friday 31 October 2025

Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges

OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose...

Friday 31 October 2025

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025

Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure

As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual...

Friday 31 October 2025

Apple commits US$600B to US manufacturing and AI as Tim Cook maps long-term strategy

Apple CEO Tim Cook reiterated that the company's US$600 billion US investment plan over the next four years. The investment, which will focus on advanced manufacturing, silicon engineering,...

Friday 31 October 2025

Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions

Amazon highlighted its growing investments in artificial intelligence (AI) and cloud infrastructure during its third-quarter 2025 earnings call, underscoring a significant acceleration...

Thursday 30 October 2025

Arm, AMD, and Nvidia join OCP board as AWS remains absent

Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as...

Thursday 30 October 2025

Samsung 3Q25 marks the reset of the global memory hierarchy

Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and...

Thursday 30 October 2025

Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook

Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...

Thursday 30 October 2025

Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by...

Thursday 30 October 2025

AMD completes divestiture of ZT Systems manufacturing business to Sanmina

On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD...

Thursday 30 October 2025

Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale

Meta Platforms' leadership has reaffirmed the company's deep commitment to advancing artificial intelligence, emphasizing large-scale infrastructure expansion and continued investment...

Thursday 30 October 2025

Pichai outlines Alphabet’s next act: scaling AI from cloud to cars

Alphabet CEO Sundar Pichai underscored the company's accelerating progress in artificial intelligence infrastructure, product leadership, and autonomous mobility during its third...

Thursday 30 October 2025

Google’s record quarter fuels an infrastructure binge for the AI age

Alphabet has reported record results for the third quarter of 2025, with double-digit growth across all major business segments and a sharp rise in capex reflecting the company's...

Wednesday 29 October 2025

TSMC drives US chip self-sufficiency push as Japan commits US$550 billion to energy

US Commerce Secretary Howard Lutnick said the Trump administration plans to lift the nation's semiconductor self-sufficiency target to 40%, citing TSMC's continued fab expansion in...

Tuesday 28 October 2025

Power crunch threatens Taiwan's semiconductor supply chain

Driven by global net-zero ambitions and the rapid rise of AI computing, electricity has evolved from basic infrastructure into a strategic resource shaping national competitiveness...

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