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NEWS TAGGED MICROSOFT
Thursday 14 March 2024
AI business opportunities for PCs and smartphones
As edge AI business opportunities continue to brew, smartphones and PCs are considered the primary platforms driving related business opportunities.
Thursday 14 March 2024
Cloud's bursting: In the AI-fueled clash of the CSPs chips are the rainmakers
Artificial Intelligence (AI) is catalyzing the demand for cloud services.
Wednesday 13 March 2024
EU's Digital Markets Act targeting platform giants stirs concerns over US trade relations
The EU's Digital Markets Act (DMA) is now in effect, designating global online platform operators as "gatekeepers" to be regulated under this law.
Monday 11 March 2024
Microsoft's Surface sees increased presence from Qualcomm; x86 camp's Intel and AMD losing ground
Microsoft recently released its financial report for the second quarter of fiscal year 2024 (ending December 31, 2023). Revenue for Windows OEM showed growth, indicating a gradual...
Friday 8 March 2024
GenAI powers surge in AI PCs and edge computing, HPC to be key in 2024
GenAI stands out as a key focus in the 2024 supply chain. As AI gradually transitions from cloud to edge computing, it also drives the emergence of terminal applications such as AI...
Friday 8 March 2024
Generative AI in legal crosshairs (Part 2)
In December 2023, "The New York Times" (NYT) took legal action against OpenAI's ChatGPT and Microsoft's Copilot language models. The newspaper explicitly accused generative AI of...
Tuesday 5 March 2024
Supply chain remains skeptical of AI PCs driving wave of device replacements
As AI continues to dominate talk in the market, makers of smartphones, notebooks, PCs, and other products that have already plateaued are all trying to leverage the AI boom to increase...
Monday 4 March 2024
Microsoft borrows Bosch's bytes to bring autonomous driving up to speed
Bosch and Microsoft have revealed a new collaboration in autonomous vehicles.
Monday 4 March 2024
Apple's AI pivot: the challenges and the quest for new alliances
Apple's bold move to scrap its decade-long car project in favor of a full-fledged pivot to AI development highlights the industry's evolving landscape. While Apple boasts numerous...
Friday 1 March 2024
French startup Mistral AI attracts big cloud players amid growing demand for diverse models
In a move highlighting the market's increasingly diversified demand for AI models, Microsoft recently announced its collaboration with Mistral AI, following in the footsteps of Google...
Friday 1 March 2024
Cloud companies recruiting semiconductor talent; increased opportunities for India and Taiwan
In recent years, major US-based cloud companies have initiated projects to develop chips in-house. Besides outsourcing to external IC design houses, internal demand for semiconductor...
Tuesday 27 February 2024
Intel's 1.8nm chip revelation and Microsoft deal casts shadow over Samsung's semiconductor ambitions
Several IT giants have recently visited South Korea to discuss AI semiconductor collaboration with Samsung Electronics, raising expectations within the South Korean industry for Samsung's...
Tuesday 27 February 2024
Global server shipment forecast, 2024 and beyond

Introduction

Thursday 22 February 2024
Microsoft's AI predictions: small models, multimodal AI, and scientific applications
Microsoft recently unveiled its predictions for AI trends, emphasizing three key areas: small language models, multimodal AI, and scientific applications.
Wednesday 21 February 2024
Tech giants reshuffle amid AI surge: insights from former Microsoft Research Asia VP
The tech industry's resurgence and restructuring driven by the AI wave have led to a reshuffling of market value rankings among major players like Microsoft, Apple, Nvidia, and Google,...
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Summary of Tech Supply Chain News!
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales
Server air cooling turning to 3D VC solutions for better efficiency, says DIGITIMES Research