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[News] NVIDIA’s Rubin Ultra Seen Driving Immersion Cooling Boom by 2027-28
As AI chips grow more powerful, they generate massive heat that threatens system stability and performance, making advanced cooling the critical bottleneck for cloud giants’ data centers and NVIDIA...
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[News] Meta Reportedly Teams Up with Broadcom, Taps Quanta for Next-Gen...
Following its 2025 capex hike, Meta isn’t slowing down. According to the Economic Daily News, the cloud giant will deploy a new wave of custom ASIC-based AI servers next year—code-named Santa...
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[News] NVIDIA’s Reported 300K H20 Order Signals China CSP Boom, Boosts Taiwan...
As reported by Reuters, citing sources, NVIDIA recently placed a 300,000-unit order for H20 with TSMC, reversing its earlier plan to rely solely on existing inventory due to strong demand from China....
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[News] Huawei to Unveil CloudMatrix 384, Rumored to Deliver 2× NVIDIA GB200...
Huawei is reportedly set to unveil its CloudMatrix 384 system for the first time at the 2025 World Artificial Intelligence Conference (WAIC), which opens on the 26th in Shanghai, according to Economic...
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[News] Malaysia’s AI Chip Curbs Shake Server Supply Chains, May Hit Super...
Malaysia’s trade ministry announced on Monday that the export, transshipment, and transit of high-performance AI chips of U.S. origin will now require a trade permit, effective immediately, according...
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[News] Trump’s 20% Vietnam Tariff Shakeup: Foxconn and Key Taiwanese Tech...
With the Trump administration locking in a 20% tariff on Vietnam, Taiwan’s tech sector is breathing a bit easier, as the country has emerged as a key alternative to China—now home to assembly lines for...
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[News] Foxconn Leased Texas Plants to Expand AI Server Capacity
Foxconn Technology (Hon Hai) recently announced that its subsidiary, Foxconn Assembly LLC., has successfully leased two plants in Houston, Texas, with a total lease value of approximately USD 56.5538...
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[News] Huawei and China’s Cloud Giants Reportedly Gain Ground in Middle East...
Amid tightening U.S. restrictions on AI, Chinese cloud companies like Huawei, Tencent and Alibaba seem to be gaining ground on an unexpected market: the Middle East. According to Rest of World, they...
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[News] Microsoft, Meta Ramp Up AI Spend, Lifting NVIDIA’s Taiwanese ODM...
Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to...
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[News] From Nokia to Skype: The Growing List of Tech Casualties Under...
Microsoft will retire Skype in May, with Teams taking over its communication role. According to TechNews, many once-popular services—from Nokia’s mobile division to MSN Messenger and Wunderlist—have...
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[News] Tokyo University Developed New Chip Cooling Technology with Remarkable...
A research team at the University of Tokyo has developed a brand new cooling solution that uses the phase change of water to improve heat dissipation efficiency. As per foreign media reports, when...
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[News] Are Tech Giants Ready for Impact? What to Watch Ahead of Tesla, Meta,...
Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following...
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[New] AMD Rumored to Sell the AI Server Assembly Fab in the U.S.
As the U.S. enhances the influence on the tech industry with related policies, chip giant AMD is rumored to sell its AI server assembly plant located in the United States, followed by proactive bidding...
View Article[News] Microsoft Dismisses China Exit Rumors as JV Shuts Down Operations,...
Amid ongoing tech layoffs and geopolitical tension, rumors swirled that Microsoft would exit China in 2025 and cut around 2,000 jobs, based on a leaked internal email. But according to ijiwei and YiCai...
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[News] Tech Giants Retreat from China: Microsoft Reportedly Shuts down AI Lab...
Amid rising geopolitical tensions, Western tech giants are retreating from China. According to South China Morning Post, Microsoft has quietly shut down its IoT & AI Insider Lab in Shanghai’s...
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[News] Amazon Reportedly Slashes Prices on Trainium-powered AI Servers to...
According to Economic Daily News, citing The Information, Amazon Web Services (AWS) is adopting a price-cutting strategy to persuade customers to switch to its own Trainium AI chip-powered servers...
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[News] Microsoft’s Rumored Data Center Lease Cuts Spark Concerns, Alarm...
Has the AI boom turned into a bubble? According to Bloomberg, Microsoft, as OpenAI’s biggest backer, has started canceling or not renewing a large number of data center lease agreements in the U.S.,...
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[News] Taiwan’s AI Server Manufacturers Target Texas for U.S. Expansion Amid...
According to a report from UDN News, Taiwan’s contract manufacturers are gearing up to invest in the U.S. amid escalating tariffs under Trump’s administration. The report, citing Taiwan Electrical and...
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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[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...
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