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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...
Friday 28 March 2025
AI bubble brewing? Alibaba chair warns of data center frenzy
Alibaba Group Chairman Joe Tsai warned that the ongoing AI data center boom risks creating a market bubble. Speaking at the HSBC Global Investment Summit, he said construction is...
Thursday 27 March 2025
Microsoft emphasizes AI accessibility and agency at AI Expo 2025
At the DIGITIMES AI EXPO 2025, Sean Pien, general manager of Microsoft Taiwan, emphasized the company's commitment to making AI technology universally accessible. He highlighted AI's...
Wednesday 26 March 2025
Microsoft, Amazon, Nvidia urge Trump to revise chip export curbs
Tech companies with a combined market valuation of more than US$8 trillion are urging the Trump administration to rethink chip export restrictions that they fear will push US allies...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Thursday 20 March 2025
Huawei turns to SMIC's 7nm for Kirin X90 PC chip, cutting ties with Intel and Microsoft
Huawei Technologies is strengthening its independence in personal computing, accelerating chip development to reduce reliance on US hardware and software. The company's latest PC...
Wednesday 19 March 2025
AI streamlines government regulations with Syscom's inquiry system
Syscom Computer Engineering has utilized Microsoft technology to create an AI regulatory inquiry system for the Directorate-General of Personnel Administration under the Executive...
Tuesday 18 March 2025
Nvidia expands ecosystem strategy with CoreWeave's Project Osprey
With explosive demand for artificial intelligence (AI) chips, Nvidia has not only become a global giant in AI chip supply but is also quietly orchestrating a strategically significant...
Monday 10 March 2025
Microsoft creates in-house AI models it believes rival OpenAI's
Microsoft has created in-house artificial intelligence models it believes can go toe-to-toe with industry leaders including partner OpenAI, according to a person familiar with the...
Saturday 8 March 2025
Microsoft cuts US data center leases; Taiwanese operators forecast a 20-year boom
Rumors suggest Microsoft has ended some US data center leases, sparking fears of reduced demand for Internet Data Centers (IDCs). In contrast, Taiwanese IDC operators are optimistic,...
Friday 7 March 2025
New contender in the error-corrected computing race: AWS's Ocelot quantum chip
AWS has entered the quantum computing race with Ocelot, a chip featuring built-in error correction aimed at dramatically slashing development costs. The move follows IBM, Google,...
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...
Friday 28 February 2025
Google ramps up AI code assistant rivalry with Gemini, challenging Microsoft's GitHub Copilot
Google has launched a free version of Gemini Code Assist, providing developers with access to AI-powered code completion. The offering includes 180,000 code completions per month,...