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NEWS TAGGED CLOUD AI
Friday 9 January 2026
CES 2026: Red Hat expands collaboration with Nvidia to support Nvidia Vera Rubin platform
At CES 2026 in the US, hybrid cloud open-source software provider Red Hat announced an expanded collaboration with Nvidia centered on the Vera Rubin computing platform. Red Hat will...
Thursday 8 January 2026
CES 2026: Lenovo unveils cloud-to-device strategy

Lenovo detailed a Hybrid AI strategy at the CES 2026 technology conference, outlining plans to integrate artificial intelligence (AI)...

Monday 5 January 2026
Qualcomm cloud AI ASIC business strategy

Introduction

Monday 29 December 2025
Nvidia's quasi-acquisition of Groq signals AI chip startups' survival challenges
Nvidia has announced a US$20 billion deal to acquire non-exclusive technology licenses from AI chip startup Groq, with Groq's current CEO and core research and development team joining...
Friday 26 December 2025
Egis Technology Group outlines dual cloud and edge AI strategy targeting 2026 results
Egis Technology Group recently held an investor briefing to present its operational outlook for 2026, focusing on a dual approach to cloud AI and edge AI development. The group aims...
Friday 19 December 2025
Brands cut specs and raise prices as memory supply turns scarce
Memory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...
Wednesday 10 December 2025
Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge
Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition...
Monday 24 November 2025
Intel's EMIB becomes potential alternative to TSMC's CoWoS
TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC...
Wednesday 19 November 2025
Taiwan IC designers: Edge AI boom hinges on shipment volume
The stark contrast between cloud AI and edge AI markets has led chipmakers to respond very differently when assessing AI opportunities. While semiconductor companies in Europe and...
Tuesday 18 November 2025
PDG announces US$700 million data-center investment in South Korea

Princeton Digital Group (PDG) has announced plans to enter the South Korean market with a US$700 million data-center investment, marking...

Monday 17 November 2025
Ceva's chief strategy officer says edge AI trend is set; physical AI to reshape chip industry
IP provider Ceva held its Technology Symposium this week in Hsinchu, showcasing multiple edge AI technology solutions co-developed with partner IC design houses. Ceva chief strategy...
Monday 17 November 2025
Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Tuesday 4 November 2025
Sanmina beats estimates, raises guidance on AI demand, and ZT Systems deal
Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum...
Thursday 30 October 2025
AMD completes divestiture of ZT Systems manufacturing business to Sanmina
On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD...