News tagged AI at DIGITIMES

NEWS TAGGED AI

Friday 6 February 2026

OpenAI faces internal resource imbalance as researchers depart

OpenAI has heavily focused its resources on ChatGPT and large language models (LLMs), sidelining other long-term research areas, prompting several senior researchers to leave the c...

Friday 6 February 2026

OpenAI facing growing pressure as rivals level up, profitability remains elusive

OpenAI is accelerating on multiple fronts, but the pace of progress across the generative AI landscape is making it harder for the company to claim uncontested leadership. As Google's...

Friday 6 February 2026

CSPs turn to custom silicon to break Nvidia dependence

The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...

Friday 6 February 2026

Foxconn sees 35% revenue increase in January on AI server demand

Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...

Friday 6 February 2026

Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...

Friday 6 February 2026

Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue

Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...

Friday 6 February 2026

Google's efficiency breakthrough shows search thriving, not dying, from AI

Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.

Friday 6 February 2026

Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push

In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South...

Thursday 5 February 2026

Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch

Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...

Thursday 5 February 2026

Amazon explores deeper OpenAI ties as AI competition intensifies

Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the...

Thursday 5 February 2026

MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026

At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...

Thursday 5 February 2026

AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

Nvidia chief executive Jensen Huang said the world has entered a decisive moment of reindustrialization, marked by what he described as...

Thursday 5 February 2026

Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers

Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During...

Thursday 5 February 2026

Alphabet pledges record $185 billion capital spend as AI fuels cloud boom

Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending, signaling an aggressive bid to cement its dominance...

Thursday 5 February 2026

Sam Altman calls Moltbook a 'fad' after security breach

A viral social network designed for artificial intelligence agents has sparked debate across the technology sector, drawing mixed reactions from industry leaders and raising questions...

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BIZ FOCUS

Feb 4, 08:00

Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook