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Friday 22 August 2025
Getac breaks Panasonic’s grip on Europe’s rugged PCs, taps AI for growth
Taiwan's leading rugged industrial PC (IPC) manufacturer, Getac Holdings, has recently overtaken longtime leader Panasonic in the European market. Getac chairman James Hwang highlighted...
Friday 22 August 2025
As Microsoft doubles down on AI, Azure Space is relegated to the sidelines

As Microsoft intensifies its focus on artificial intelligence, several non-AI-related divisions have faced significant cuts — with...

Friday 22 August 2025
Global automation enters next phase: AI reshapes factories, services, and jobs
Nvidia and Microsoft are at the forefront of this transition. At the China Chain Expo, Nvidia CEO Jensen Huang forecast that robotic systems would define the next phase of AI, with...
Thursday 21 August 2025
AI-driven work hour reduction sparks rare consensus between tech leaders on universal basic income
Artificial intelligence is increasingly automating jobs, raising concerns about rising unemployment and wealth inequality. Scholars and tech leaders advocate for a universal basic...
Friday 15 August 2025
Microsoft, OpenAI push multi-model orchestration despite mixed user feedback
Hybrid AI systems, which automatically switch between multiple AI models based on task requirements, are gaining traction as more AI models become available. Companies such as OpenAI...
Sunday 10 August 2025
AI infrastructure era arrives: new quarterly capex records across the field
The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with...
Friday 8 August 2025
OpenAI's new AWS deal and open models sharpen US edge in global AI race
OpenAI has released open-weight models and partnered with Amazon Web Services (AWS) as a new cloud channel. This strategic move underscores US companies' determination to maintain...
Thursday 7 August 2025
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist,...
Monday 4 August 2025
Global server market, 2Q 2025

Introduction

Friday 1 August 2025
Amazon shares slide as AWS growth trails rivals despite strong revenue beat
Amazon topped Wall Street expectations with its third-quarter 2024 revenue, but the company's stock fell about 7% in after-hours trading after investors reacted to weaker-than-expected...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Thursday 31 July 2025
MetaAge reports strong revenue growth in 2Q25 amid global uncertainties
MetaAge, a subsidiary of Qisda, reported consolidated revenue of NT$5.87 billion (US$197.5 million) for the second quarter of 2025, representing growth of NT$1.45 billion year-over-year...
Thursday 31 July 2025
Microsoft 4QFY25: AI integration deepens across cloud, productivity, and platform services
Microsoft closed out fiscal year 2025 with strong fourth-quarter results, underscoring how artificial intelligence (AI) is becoming an integral part of its operations, product portfolio,...
Thursday 31 July 2025
Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum
Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...
Thursday 31 July 2025
Microsoft cannot protect EU data from US government
Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under...