Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production within...
OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...
On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly,...
The launch for the next-generation optical communication infrastructure, IOWN (Innovative Optical and Wireless Network), led by Japanese telecom group NTT, is scheduled for 2026. The...
The new generation of AI servers has significantly upgraded its power consumption and density compared to traditional data centers. As single-cabinet power continues to rise, traditional...
As Nvidia dominates headlines in the generative AI era, CEO Jensen Huang has continued to draw attention with each and every move. During the All-In Summit 2025 in September, Arm Holdings...
As the Trump administration enlists tech giants OpenAI, Oracle Corp., and Nvidia Corporation to develop AI infrastructure through Stargate data centers, concerns grow over labor shortages...
Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and...
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also...
Advantech announced on October 3, 2025, a strategic partnership with Silicon Valley-based Edge Impulse, an edge AI development platform under Qualcomm. The collaboration integrates...
Meta is reportedly preparing to acquire Rivos, a US-based IC design firm specializing in high-performance computing solutions built on the RISC-V architecture. The move underscores...
Upon US President Donald Trump's return to the White House, his chip containment policy has ignited a rare earth export control battle with China, affecting the already imbalanced...
