The demand for AI is driving significant changes in hardware and data center infrastructure. This includes investments in AI-specific chips, advanced packaging technologies, liquid cooling solutions, and energy-efficient data center designs. The need for more computing power is also leading to increased energy consumption and the exploration of new data center locations, including those near the Arctic Circle.
V5 Chairman Quincy Lin and President Michael Huang are considering expanding to France and the US, attracted by the advanced packaging capabilities offered by Foxconn and TSMC. This strategic move could strengthen V5's position in the global market.
Foxconn anticipates substantial revenue growth by 2026, primarily driven by the demand for servers for artificial intelligence applications and the ongoing evolution of the smartphone market. The Taiwanese company, a leading global electronics manufa...
Samsung has announced faster-than-expected progress in the production of 2nm chips. The company aims to triple its revenue from HBM (High Bandwidth Memory), which is crucial for artificial intelligence and high-performance computing applications.
The United States is considering a global licensing system for the export of AI chips. The approach would tie export authorizations to specific investment pledges, with significant implications for the hardware market and companies' sourcing strategi...
Foxconn's February revenue increased by 8%, driven by sustained strong demand for AI servers. The company benefits from the growing need for hardware infrastructure for AI workloads.
Intel and AMD are reporting a surge in CPU demand, driven by the adoption of AI models. AMD's CEO Lisa Su states that business exceeded expectations, while Intel is considering long-term agreements with new customers. This marks a renewed interest in...
Drone attacks have affected AWS data centers in the Middle East, prompting Nvidia and Google to review their operations. The incident raises questions about the resilience of cloud infrastructures and data security in sensitive geographical areas.
Excellence Opto's expansion in Mexico, driven by increasing orders in the AI sector, aims to strengthen supply chain resilience and improve margins. The new production facility will support the growing demand for advanced optoelectronic solutions for...
Micron has announced SOCAMM2, a new 256GB memory module designed for AI servers. The new technology allows scaling memory up to 2TB per CPU, enhancing the performance of artificial intelligence applications. This solution is particularly relevant for...
TSMC's 20-year advanced packaging strategy solidifies its relationships with Apple and Nvidia. This long-term approach ensures that these two giants have access to cutting-edge technologies for their future products, strengthening TSMC's position in ...
The increasing demand for computing power for artificial intelligence is putting pressure on Taiwan's power grid. Control measures for data centers are under consideration, in a context of growing adoption of AI solutions.
US tech companies are exploring solutions to manage the high energy consumption required by artificial intelligence. Meanwhile, China is developing a competitive advantage thanks to greater energy availability to support the growth of the AI sector.
Broadcom and TSMC are collaborating on chips for artificial intelligence applications, leveraging 3.5D integration. This strategic move could position Broadcom as a direct competitor to Nvidia in the high-performance ASIC (Application-Specific Integr...
Broadcom is gaining market share in the networking sector due to strong demand for artificial intelligence solutions, particularly with its Tomahawk switches. The company benefits from the increasing need for high-performance network infrastructures ...
Broadcom has exceeded analysts' expectations, driven by strong revenue growth in the artificial intelligence sector. The forecast for data centers has been revised upwards, indicating a growing demand for AI workload solutions.
A White House initiative involving data centers focuses more on public relations than concrete commitments. The emphasis appears to be on image, with vague promises and few operational details.
Taiwan anticipates a power demand increase exceeding 5GW by 2030, enough to power nearly 4 million homes. This surge is primarily driven by semiconductor manufacturing and the deployment of AI-focused data centers.
Big Tech companies are set to pledge to build dedicated power plants to fuel their data centers, aiming to shield consumers from rising energy costs. The initiative, championed by former President Trump, will see Amazon, Google, Meta, Microsoft, xAI,...
A UK datacenter has successfully demonstrated it can reduce the amount of power drawn by AI infrastructure in response to grid events, without disrupting critical workloads. The five-day trial saw the London GPU farm modulate its power consumption ba...
Taipower forecasts an increase of over 5GW in power demand by 2030, mainly due to the expansion of AI data centers and the semiconductor industry. This growth poses new infrastructural challenges for the island.
AMD intensifies competition in the artificial intelligence market with the next-generation MI450 GPU, designed for training and inference workloads. The company aims to capitalize on the growing demand for AI infrastructure, forging strategic partner...
Samsung is ramping up its AI chip production with the expansion of the P5 line in Pyeongtaek and the increased capacity of its Texas foundry. This strategic move aims to meet the growing demand for advanced semiconductors for AI applications.
Nvidia has entered into multi-year agreements with Lumentum and Coherent, marking a significant step forward in the commercialization of silicio photonics. These collaborations could optimize high-speed interconnects, crucial for future accelerated c...
The US Department of Defense is reverse-engineering Iranian-made Shahed drones. The goal is to better understand asymmetric warfare tactics and develop countermeasures, particularly through the use of AI-controlled drone swarms within the LUCAS proje...
Taiwan is bolstering its energy security measures due to escalating tensions in the Middle East, which threaten liquefied natural gas (LNG) supplies. The island aims to ensure the stability of its energy supply in the face of potential global disrupt...
Nvidia and MediaTek are investing in new optics technologies for AI data centers. These investments aim to improve the performance and energy efficiency of the computing infrastructures required for training and inference of artificial intelligence m...
An Nvidia-backed trial demonstrates that AI data centers can flexibly adjust power use in near real time. This suggests that hyperscalers can reduce consumption as necessary, ensuring the grid isn’t overloaded during peak demand, with global implicat...
LearnWorlds leverages artificial intelligence to enable the creation of online courses. The platform operates in a rapidly expanding market, with an estimated value of over $320 billion. It offers tools for the complete management of an online traini...
MediaTek has unveiled its upcoming technological innovations to be showcased at the Mobile World Congress (MWC) 2026. The company is focusing on next-generation connectivity with 6G and Wi-Fi 8, as well as new AI solutions based on chiplets with UCIe...
AI data centers are reshaping the power landscape, with increasing adoption of 800V DC architectures and solid-state transformers. This evolution is crucial for managing the high power demands of GPUs and optimizing energy efficiency.
Rapidus and Canon are partnering to develop 2nm chips for image processing. The partnership aims to strengthen the supply chain and attract investment in the next-generation semiconductor industry.
Google leaders are signaling a paradigm shift in the AI race: the focus is moving from developing new models to their actual deployment in real-world scenarios, with significant consequences for the world of work and the robotics sector.
Nvidia has made a strategic investment in Lumentum, aiming to enhance optical technologies for artificial intelligence applications. The collaboration seeks to develop advanced solutions for interconnecting AI systems, crucial for increasing the perf...
FIT has unveiled a 102.4T CPO (Co-Packaged Optics) external laser solution designed for AI data centers. The presentation took place at OFC 2026. CPO technology promises to significantly improve bandwidth and energy efficiency in data centers support...
Rebellions unveiled at ISSCC 2026 an AI accelerator based on a quad-chiplet architecture with UCIe interconnects. The company claims its Rebel100 offers performance comparable to the Nvidia H200, but with a lower power envelope. The solution stands o...
Nvidia has announced that liquid cooling will become the standard for its high-performance GPUs. This decision will significantly impact the supply chain, increasing revenue for suppliers of advanced cooling solutions. The shift reflects the growing ...
AMD has announced the availability of Ryzen AI 400 and PRO 400 processors for desktop PCs. These chips, previewed at CES 2026, are designed for applications that leverage artificial intelligence directly on the device, improving performance and reduc...
Rohm will integrate TSMC's GaN technology to scale up the production of components for AI servers by 2027. This strategic move aims to meet the growing demand for energy-efficient solutions in the artificial intelligence sector.
Silicio photonics is emerging as an alternative to copper for interconnects in data centers, driven by Nvidia. However, copper remains a well-established solution for certain applications, raising questions about the future of network architectures i...
Nvidia's Vera Rubin platform, designed for complex workloads, faces several challenges. These include the adoption of HBM4 memory, cooling issues, and software optimization to fully leverage the hardware capabilities. Overcoming these hurdles will be...
