The demand for AI is driving significant investments in cloud infrastructure, with major players like Amazon, Google, and Microsoft expanding their data center capacity and developing custom silicio. This trend is also leading to new architectures and power management solutions optimized for AI workloads.
According to Digitimes, CHPT's growth in 2026 will be primarily driven by demand from North America. The company aims to improve quarterly results, focusing on market expansion and operational optimization.
Tower Semiconductor and Nvidia are collaborating to develop 1.6T optical modules aimed at improving the performance of AI data center networks. This technology promises to significantly accelerate data transfer, which is crucial for artificial intell...
Elon Musk signals potential bottlenecks in chip manufacturing, suggesting the creation of a 'TeraFab' to address growing supply challenges. The move highlights the difficulties in sourcing essential components to support the growth of his technologic...
Taiwan's technology supply chain anticipates a positive start to 2026, driven by demand from cloud service providers (CSPs) and the growth of the aerospace sector. These factors offset global economic uncertainties, supporting local production and te...
A two-node cluster based on AMD Strix Halo, interconnected via Intel E810 (RoCE v2), has been built for distributed LLM inference using Tensor Parallelism. Benchmarks and setup guide are available online, opening new possibilities for local model exe...
The state of New York is considering a three-year pause on the construction of new data centers. New York is at least the sixth state to consider such a measure, although the bill's prospects remain uncertain.
A user has implemented a comprehensive monitoring system for their home LLM server, using Grafana, Prometheus, and DCGM to track metrics such as GPU utilization, power consumption, and token processing rates. The solution is containerized with Docker...
The GLM-5 language model is currently being tested on the OpenRouter platform. This news, originating from a Reddit discussion, indicates a potential expansion of the models available to OpenRouter users, opening new possibilities for artificial inte...
Amazon, Google, Meta, and Microsoft are projected to collectively invest approximately $635 billion in infrastructure, with a significant portion allocated to datacenters and AI infrastructure. This figure surpasses Israel's GDP and the entire global...
Cloud service providers (CSPs) are exploring custom silicio solutions to diversify their hardware options and reduce dependence on traditional vendors like Nvidia. This trend could lead to new architectures optimized for specific workloads.
Foxconn reports a 35% revenue increase in January, driven by strong demand for AI servers. This reflects the growing importance of specialized hardware for AI workloads, both in the cloud and on-premise.
According to DIGITIMES, artificial intelligence and advanced applications (AP) are boosting shipments of load boards. January revenues show growth, indicating strong demand in the sector.
Amazon Web Services (AWS) recorded its best quarter in 13 quarters in Q4 2025. Strong demand for artificial intelligence services significantly contributed to this result, driving adoption of Amazon's cloud platform.
Canonical and SpacemiT announced that Ubuntu Linux will be officially supported on SpacemiT's new K3 RISC-V SoC. What makes the K3 interesting is being one of the first available RISC-V RVA23 designs.
Reports of access issues to the Hugging Face platform have surfaced online. Some users report being unable to access the platform, while others claim that core services remain operational. The cause and extent of the problem are not yet clear.
Alphabet plans to invest US$185 billion in hardware infrastructure dedicated to artificial intelligence. The initiative aims to overcome current supply chain bottlenecks and ensure the computing capacity needed for its ambitious AI projects.
MediaTek projects strong growth in the cloud ASIC market, aiming for US$1 billion in revenue by 2026. The company aims to strengthen its position in this expanding sector by providing customized solutions for major cloud service providers.
Alphabet plans to invest a record $185 billion, fueled by cloud growth and AI opportunities. The company aims to strengthen its infrastructure to support the increasing demand for AI and cloud services.
Positron has raised $230 million in a Series B funding round, with participation from the Qatar Investment Authority. The company aims to compete with Nvidia in the artificial intelligence chip market, amid growing demand and with Qatar aiming to dev...
Texas Instruments and NXP report strong results, driven by increasing demand for power management solutions in AI data centers. The rising complexity of power systems for GPUs and accelerators is boosting the advanced semiconductor packaging sector.
Vanguard International Semiconductor anticipates strong growth in power demand for AI servers starting in 2026. The company expects a significant impact on the semiconductor market, with implications for hardware manufacturers and cloud service provi...
Intel and SoftBank subsidiary, Saimemory, are collaborating to develop Z-Angle Memory (ZAM), a vertical-stacked memory for AI data centers. ZAM promises 2 to 3x more capacity, greater bandwidth, and half the power consumption compared to current solu...
Data centers are evolving to support the increasing workloads of artificial intelligence. New rack-level power architectures are emerging to better manage the energy demands of high-performance GPUs, optimizing efficiency and reducing operating costs...
Nvidia introduces AI CDU (Cooling Distribution Unit), signaling a software-defined approach to thermal management in AI data centers. This development could optimize energy efficiency and performance of on-premise inference and training systems.
Nvidia CEO Jensen Huang says TSMC needs to work very hard to expand capacity in order to keep up with AI demand. Huang says its demand alone may force doubling its capacity over the next decade.
The introduction of the Nvidia GB200 GPU is accelerating the adoption of liquid cooling systems and rack-level integration in the chassis sector. This transition is driven by the need to manage the increased power density and thermal requirements of ...
