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Thursday 28 August 2025
CHT calls for public-private partnership to build sovereign AI with localized data and supply chains
As the global AI wave accelerates, the concept of sovereign AI is moving to the forefront. At a recent event, Chunghwa Telecom (CHT) Chairman Alex C. C. Chien emphasized that Taiwan...
Thursday 21 August 2025
OpenAI weighs infrastructure services as part of evolving business model
OpenAI is weighing a future move to monetize its AI infrastructure by renting out data center capacity to other companies, with CFO framing the idea as a potential revenue stream...
Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...
Tuesday 19 August 2025
Arm reportedly hires Amazon AI exec to advance chip ambition
Chip designer Arm has hired Amazon's artificial intelligence chip director Rami Sinno as it pushes into developing its processors, Reuters reported, citing people familiar...
Thursday 14 August 2025
Acer India targets US$1B revenue, expands local manufacturing and retail network
Acer's India division expects to cross US$1 billion in revenue by the end of 2025, driven by robust sales of notebook laptops and aggressive manufacturing expansion. President and...
Wednesday 13 August 2025
Rising G2 competition impacts American cloud services in China and Hong Kong
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period...
Friday 8 August 2025
OpenAI's new AWS deal and open models sharpen US edge in global AI race
OpenAI has released open-weight models and partnered with Amazon Web Services (AWS) as a new cloud channel. This strategic move underscores US companies' determination to maintain...
Thursday 7 August 2025
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist,...
Monday 4 August 2025
Global server market, 2Q 2025

Introduction

Friday 1 August 2025
Amazon sales top estimates on retail, advertising surge; AWS margins under pressure
Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating...
Friday 1 August 2025
Amazon shares slide as AWS growth trails rivals despite strong revenue beat
Amazon topped Wall Street expectations with its third-quarter 2024 revenue, but the company's stock fell about 7% in after-hours trading after investors reacted to weaker-than-expected...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Monday 21 July 2025
CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Wednesday 9 July 2025
Amazon's Project Kuiper targets South Korea in global satellite push

Amazon's satellite internet venture, Project Kuiper, is accelerating its expansion into Asia, with a focus on South Korea, Taiwan, and...