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Monday 24 March 2025
OpenAI, Meta reportedly seek alliance with India's Reliance
OpenAI and Meta Platforms Inc. are each seeking a potential alliance with India's Reliance Industries Ltd., The Information reports.
Saturday 22 March 2025
Meta, Google, and Amazon reshape internet with submarine cable dominance
In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments...
Friday 21 March 2025
Submarine cables drive global computing power race, AI training
Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access,...
Thursday 20 March 2025
Jensen Huang denies involvement in Intel JV foundry, eye expanding US capacity by year-end
On the third day of Nvidia's GTC conference, CEO Jensen Huang dismissed reports that TSMC had proposed a joint venture with Nvidia, AMD, and Broadcom to manage an Intel wafer fab.
Saturday 15 March 2025
Google debuts AI model for robotics, challenging Meta, OpenAI
Alphabet's artificial intelligence lab is debuting two new models focused on robotics, which will help developers train robots to respond to unfamiliar scenarios — a longstanding...
Tuesday 4 March 2025
IBM advances AI with Granite 3.2, incorporating on-demand reasoning and first vision-language model
IBM has recently released the Granite 3.2 series of open-source AI models, enhancing inference capabilities and introducing its first vision-language model (VLM) while continuing...
Tuesday 4 March 2025
Small language model competition intensifies as Microsoft expands portfolio
Microsoft is advancing small language models (SLM), introducing Phi-4-multimodal and Phi-4-mini after the Phi-4 open-source model's 2024 release. These are tailored for low-computing...
Monday 3 March 2025
Microsoft's data center retreat fuels AI oversupply worries
Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned...
Monday 3 March 2025
Meta propels smart glasses surge, but market differentiation wanes
Smart glasses took center stage at CES 2025. Counterpoint Research projects a 210% surge in global shipments this year, fueled by strong demand for Ray-Ban Meta smart glasses. Chinese...
Wednesday 26 February 2025
Global server market and shipments, 2025

Introduction

Tuesday 25 February 2025
AI glasses market heats up as Taiwan suppliers face strategic crossroads
The rise of AI-powered glasses in 2025 is injecting fresh momentum into the recovering consumer electronics market. However, as Chinese brands drive a cost war in smart eyewear, Taiwan's...
Tuesday 25 February 2025
Global server shipments to slip less than 5% in 1Q25, but volumes in 2024 stay growing YoY, says DIGITIMES
The global server shipments are expected to see a mild decline of 3.8% in the first quarter of 2025 and among US-based cloud service providers (CSPs), Meta will maintain a relatively...
Monday 24 February 2025
Challenges linger as AI glasses seek to drive optical lens demand
The smart glasses market has recently gained momentum, with devices taking center stage at CES 2025, and Meta's second-generation Ray-Ban AI glasses demonstrating strong market performance...
Wednesday 19 February 2025
Arm shows signs of transformation into chip development; cloud ASIC becomes primary battlefield
Recent market rumors suggest that Arm is entering the chip development battleground, with Meta's cloud computing chip as its first product. Many are concerned that this indicates...
Tuesday 18 February 2025
Masayoshi Son's AI gambit: Arming the future with Stargate
Since 2025, the global tech landscape has remained dominated by two key forces—Donald Trump and artificial intelligence (AI). Masayoshi Son, CEO of SoftBank, appears to be strategically...