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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Monday 25 November 2024
Google advances data center sustainability with AI and clean energy
Google is advancing its global data center expansion while targeting sustainability goals centered on energy efficiency, carbon neutrality, and water reuse. Senior executives emphasize...
Monday 25 November 2024
Global server shipments up in 3Q24 thanks to major CSPs, but to slip in 4Q24, says DIGITIMES Research
DIGITIMES Research estimates that global server shipments in the third quarter of 2024 grew by 4.3% compared to the previous quarter, surpassing its earlier forecasts, but because...
Friday 22 November 2024
AI infrastructure evolution signals US$400B market, reshapes global tech supply chain
The rapid evolution of AI computing demands and cooling innovations is reshaping data center infrastructure, with DIGITIMES Research analysts projecting a US$400 billion...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Thursday 21 November 2024
China's influence wanes in global supercomputing rankings amid US restrictions
China's presence in the world of supercomputing has diminished significantly, according to the latest Top500 list. The number of Chinese systems on the prestigious ranking dropped...
Wednesday 20 November 2024
Liquid cooling for servers set to take off: 4 main challenges ahead
The era of liquid cooling for servers is on the horizon, but significant challenges remain. DIGITIMES Research analyst Kaylee Chiu outlines four critical hurdles liquid cooling technology...
Wednesday 20 November 2024
Supermicro seeks Nasdaq extension to Feb 2025, tapped auditor BDO under question
Super Micro Computer (Supermicro) has named BDO as its new accounting firm and submitted a compliance plan to Nasdaq in an effort to address delayed financial reports within the given...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Wednesday 20 November 2024
South Korea delays national supercomputer launch to 2026 amid AI chip shortage
South Korea's struggle to obtain AI chips has stalled its national supercomputer project, raising concerns about its ability to stay competitive in global scientific and technological...
Tuesday 19 November 2024
Dell launches Nvidia GB200 with Ingrasys as key enabler
The rapid rise of artificial intelligence (AI) has driven unprecedented demand for computing power, spotlighting next-generation AI servers. Among them, the Nvidia GB200 NVL72, powered...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research