At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink how systems are built in the age of AI. His talk, titled "What AI Wants: New Silicon, New Systems, and a New Era for the Data Center," highlighted that performance-per-watt optimization, ecosystem collaboration, and custom silicon are key to meeting the explosive growth in AI workloads.

Foxconn Interconnect Technology (FIT) unveiled its latest high-speed interconnect and thermal management solutions aimed at enhancing 224G generation transmission and energy efficiency at the 2025 Open Compute Project (OCP) Global Summit in San Jose, the US. The exhibition highlighted FIT's efforts to address rising power consumption challenges in high-performance computing (HPC) and data centers.

Intel CTO Sachin Katti announced at the 2025 Open Compute Project (OCP) Global Summit that the company plans to launch a new AI server GPU, codenamed Crescent Island, in 2026. The company expects to provide samples to customers for testing in the second half of 2026, signaling its renewed efforts to compete in the AI hardware sector.

A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by Nvidia, whose business is skyrocketing amid the artificial intelligence boom.

At the Open Compute Project (OCP) Summit held in San Jose, Dan Rabinovitsj, Vice President of data center infrastructure at Meta, delivered a keynote on the monumental challenges and innovations involved in scaling AI infrastructure across global data center regions. Drawing on his more than 30 years of experience in connectivity and technology, Rabinovitsj offered a candid look into Meta's efforts to support AI for its 3.4 billion daily users.

Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community.

At the Open Compute Project (OCP) Global Summit held in San Jose, Dell Technologies CTO and senior vice president Ihab Tarazi outlined how open collaboration is driving the next phase of artificial intelligence (AI) infrastructure scaling. Tarazi emphasized Dell's decade-long partnership with OCP and its continued investment in open standards to enable high-performance, modular, and energy-efficient data centers that can meet the exponential demands of AI workloads.

As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across the supply chain is bringing optimism to the industry, and market watchers anticipate that companies with Samsung as a key customer will reap the greatest benefits, with the potential to achieve record-high earnings.

The global artificial intelligence data center sector is advancing into a phase characterized by high-power, high-density infrastructure, as highlighted at the Open Compute Project (OCP) 2025 Global Summit held in San Jose, in the US. The event has emerged as a key indicator for the next stage in AI infrastructure development, focusing on innovations in power supply, cooling, interconnectivity, and cluster platform design.

Egis Technology Group's subsidiary Algoltek has invested approximately NT$198 million (approx. US$6.46 million) by subscribing to private placement shares in Appro Photoelectron at NT$30 each. The investment is aimed at integrating Egis Group's iCatch AI vision chips, Syncomm's low-latency communication technology, and Algoltek's AI algorithms and high-speed interface technologies to develop a comprehensive "AI vision solution." This collaboration specifically targets applications in smart manufacturing, smart logistics, and the drone markets.

Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming AI accelerators.