News tagged AI at DIGITIMES

NEWS TAGGED AI

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

Friday 14 November 2025

China's AI silicon enters the Gulf with SenseTime at the helm

President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...

Friday 14 November 2025

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...

Friday 14 November 2025

Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Friday 14 November 2025

ASUS AI servers near 20% of 3Q25 revenue

ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...

Friday 14 November 2025

Pegatron chairman urges Taiwan to adopt AI beyond manufacturing

Pegatron chairman TH Tung attended the opening ceremony of the 2025 IT Month and EdTech Taiwan Exhibition in his capacity as honorary chairman of the Taipei Computer Association on...

Friday 14 November 2025

From scale-up to scale-across: How AI data centers are redefining transmission technology

The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...

Friday 14 November 2025

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial...

Thursday 13 November 2025

Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

Thursday 13 November 2025

Rising demand for AI computing drives data center upgrades and power system innovation

The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...

Thursday 13 November 2025

Anthropic aims for profitability by 2028 while OpenAI's losses could reach US$74 billion

AI startup Anthropic is projected to break even by 2028, fueled by steady enterprise client revenue, whereas OpenAI is expected to continue incurring significant operating losses...

Thursday 13 November 2025

Inventec anticipates growth in 2026 fueled by servers and NB

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...

Thursday 13 November 2025

Jensen Huang and AI pioneers debate whether field is in a bubble as they accept Queen Elizabeth prize

Six leading AI experts convened in the UK on November 5, 2025, for a rare discussion on artificial intelligence, marking their joint receipt of the 2025 Queen Elizabeth Prize for...

Thursday 13 November 2025

Bellwether rides AI server wave to cement high-end connector dominance

As AI servers and high-performance computing (HPC) drive a wave of high-current and high-speed transmission demand, Taiwan-based electronic connector maker Bellwether Electronic Corp...

Thursday 13 November 2025

Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world

In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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