DIGITIMES ICT news

Home Tech ICT

Jul 30

Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow

Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny of its rapidly expanding AI infrastructure budget.

Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

Jul 30

Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

Jul 30

Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s

Jul 30

Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Jul 30

MORE NEWS

SERVER, IPC, CLOUD COMPUTING, IOTAmazon's Zoox receives US approval for commercial deployment of robotaxis

Jul 31, 13:00

US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi service approved in the country. This follows efforts by Trump administration officials to relax certain rules in an effort to encourage development in autonomous driving technology.

AIPegatron chair says AI outlook remains strong, calls for Taiwan application push

Jul 31, 13:00

Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence (AI), despite recent volatility in the capital markets sparking debate over whether the AI boom has begun to fade. While short-term markets are inevitably subject to intense fluctuations driven by international events, what matters more is the strength of Taiwan's industrial base, with AI driving growth across upstream, midstream, and downstream supply chains and gradually expanding from a single "silicon shield" into a broader "mountain range" of strategic industries.

AIByteDance merges Lark with Doubao after AI revenue hits US$4B run rate

Jul 31, 13:00

ByteDance is reorganising Doubao, Lark and Volcengine around a more unified enterprise AI strategy, combining product development, cloud commercialisation and workplace software as its large-model business reaches an annualised revenue run rate of US$4 billion.

ICT MANUFACTURINGUS CSP leaders keep capex growth as AI monetization deepens

Jul 31, 12:03

Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based on Google, Microsoft, and Meta, the answer to both remains yes, underscoring the strength of AI fundamentals.

AIJensen Huang's open-source push signals a fight over who controls the AI market

Jul 31, 12:03

Nvidia chief executive Jensen Huang has used a rare public intervention to argue that the US should back open-source artificial intelligence, not just the largest closed systems. His message comes as Silicon Valley debates whether AI's next phase will reward broad adoption and customization, or concentrated control and pricing power.

AIAnthropic discloses AI testing breach days after OpenAI incident, raising scrutiny of autonomous agents

Jul 31, 12:00

Anthropic said three of its Claude models unintentionally accessed the systems of three organizations after a testing environment was misconfigured and connected to the public internet. The incidents were identified after the company reviewed 141,006 test sessions and found that the breaches had occurred since April 2026.

AISamsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war

Jul 31, 11:59

Nvidia CEO Jensen Huang recently appeared alongside SK Group Chairman Chey Tae-won and Samsung Electronics Executive Chairman Lee Jae-yong at a high-profile AI gathering in San Francisco, highlighting the deepening ties among the companies driving the global AI supply chain.

SERVER, IPC, CLOUD COMPUTING, IOTAWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

Jul 31, 11:29

Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call to lay out unusually specific unit economics defending the capital behind it.

SOFTWARE, BIG DATAAnalysis: Behind Microsoft's AI strategy to sharpen platform edge

Jul 31, 11:28

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself as the platform where customers can choose among many models. This shift could broaden its enterprise reach while reducing dependence on any one AI leader.

AIEU launches AI Gigafactories call to boost Europe's computing capacity

Jul 31, 11:05

The EU has opened a tender to build up to seven AI Gigafactories, a move that could reshape access to advanced computing for companies, researchers, and governments worldwide. The plan aims to expand Europe's AI capacity, attract private capital, and set standards for the development and use of frontier AI systems.

PC, CERising smartphone prices are reshaping purchase plans in India

Jul 31, 11:03

Rising smartphone prices in India are changing how consumers plan purchases, with wider implications for brands, retailers, and buyers worldwide. Counterpoint said many shoppers are willing to adjust budgets, delay upgrades, or seek financing as component and manufacturing costs push up device prices.

More coverage