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 demand...
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...
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...
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...
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...
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 likely...
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...
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...
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...
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?"
