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Thursday 8 May 2025
China's quantum leap: Microsoft warns of 'race the US can't afford to lose' in the wake of Origin Tianji 4.0 debut
As quantum computing emerges as a pivotal battleground in global tech competition, tensions between China and the US continue to intensify. On May 6, 2025, Hefei-based Origin Quantum...
Friday 2 May 2025
Nvidia braces for regulatory headwinds ahead of 1Q earnings
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
Friday 2 May 2025
Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance
Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud...
Wednesday 30 April 2025
Supermicro's sales miss hints at slower AI investments by cloud giants
Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown...
Thursday 24 April 2025
Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...
Wednesday 23 April 2025
Microsoft earnings call: 3 key areas to watch
Microsoft is set to release its latest earnings report on April 30, with the market closely watching key topics such as Microsoft's relationship with OpenAI, data center developments,...
Wednesday 23 April 2025
AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty
Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence...
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Thursday 10 April 2025
Google opens network cable system for enterprise connectivity at Cloud Next '25 conference
Google has opened its vast network cable system to enterprises through the Cloud Wide Area Network (Cloud WAN) solution. This service allows cross-cloud connectivity with Amazon Web...
Thursday 10 April 2025
DeepMind introduces non-compete clause for certain UK employees amid AI talent competition
To protect its workforce amid fierce competition for AI talent, Google DeepMind has introduced a non-compete clause for certain UK employees, preventing them from joining rivals like...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Thursday 3 April 2025
Microsoft joins corporate China exodus with Shanghai AI lab closure
Microsoft has closed its AI and IoT laboratory in Shanghai, adding to the growing list of multinational corporations scaling back operations in China. According to a report by The...
Wednesday 2 April 2025
The Great Tech Reset 4: Taiwan's electronics edge holds firm as AI era reshapes global supply chains
Between 2019 and 2024, global GDP rose by about US$21 trillion. During this time, companies like AWS, Microsoft, Meta, Google, and Tesla saw their market values exceed US$1 trillion...
Tuesday 1 April 2025
AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...
Monday 31 March 2025
Oracle signs multibillion-dollar deal with AMD for GPU cluster amid AI chip competition
Oracle has contracted AMD to build an AI cluster with 30,000 AMD MI355X computing cards in a multibillion-dollar deal, according to Chairman Larry Ellison during the company's third-quarter...