AI Servers: The Savior of the Supply Chain, Examining Key Industries
NVIDIA’s robust financial report reveals the true impact of AI on the technology industry, particularly in the AI server supply chain. The surge in AI-driven demand has prompted research institutions...
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[Insights] Broadcom Completes VMware Acquisition, Software Business Expected...
After obtaining approval from Chinese regulatory authorities at the end of November, Broadcom, a leading IC design company, has officially completed the acquisition of VMware, a prominent player in...
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[News] U.S. Department of Commerce Introduces New Regulations to Restrict...
U.S. Commerce Secretary Gina Raimondo stated on January 26th that the U.S. government will propose that American cloud computing companies determine whether foreign entities are accessing U.S. data...
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[Insights] Big Four CSPs Continue to Shine in Q1 2024 Financial Reports, AI...
Four major cloud service providers (CSPs) including Google, Microsoft, Amazon, and Meta, sequentially released their first-quarter financial performance for the year 2024 (January 2024 to March 2024)...
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[News] Google to Invest USD 2 Billion in Malaysia, Focusing on Data Centers...
According to a report from Wall Street Journal, Alphabet CFO Ruth Porat announced in a statement on May 30 that Google has committed to investing USD 2 billion in Malaysia. The investment includes...
View Article[News] IBM Reportedly Confirms Closure of China R&D Division, Impacting Over...
IBM, following the closure of its China Research Laboratory earlier this year, is now facing fresh reports of layoffs in the region. According to Chinese media Jiemian News, over 1,000 employees across...
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[News] Big Four CSPs Capital Expenditures Surge, Driving Demand for Taiwanese...
The latest quarterly reports from the big four cloud service providers (CSPs) have been released in succession. According to a report from Commercial Times, not only has there been significant revenue...
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[News] Supermicro’s Financial Crisis Shifts Malaysia’s YTL Group Order to...
According to a report by Economic Daily News, Supermicro’s ongoing financial crisis has reportedly led to the suspension of its planned expansion at its Malaysia facility, which was set to double its...
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[News] Dell, Foxconn, and Quanta Reassure NVIDIA’s GB200 Shipments on Track...
Ahead of NVIDIA’s upcoming earnings report tomorrow, rumors have been circulating that the AI giant’s Blackwell processors are encountering overheating problems when installed in high-capacity server...
View Article[News] Trump’s Tariffs Likely to Hit Taiwan’s AI Server Supply Chain, with...
As president-elect Donald Trump calls for tariffs on imports from Mexico, Canada and China, the AI server supply chain is expected to bear the brunt of the impact, given that U.S. imports the highest...
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