News tagged data center at DIGITIMES

NEWS TAGGED DATA CENTER

Wednesday 18 March 2026

GTC 2026: Nvidia charts optical-copper path

At GTC 2026, Nvidia outlined a dual-track approach combining copper cables and silicon photonics (SiPh) to meet surging AI-driven demand for data center interconnects. CEO Jensen Huang...

Wednesday 18 March 2026

OpenAI shifts from building data centers to leasing cloud capacity

OpenAI has appointed new leadership to oversee its Stargate computing initiative as the company pivots its infrastructure strategy away from building its own data centers and toward...

Wednesday 18 March 2026

Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion

Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...

Wednesday 18 March 2026

AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%

Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...

Wednesday 18 March 2026

Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand

Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center...

Wednesday 18 March 2026

Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges

Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...

Tuesday 17 March 2026

Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung

As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...

Tuesday 17 March 2026

Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars

Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...

Tuesday 17 March 2026

Chenbro Showcases Next-Generation AI Infrastructure Integration at NVIDIA GTC 2026

As global AI computing platforms continue to evolve toward higher density, increased power demands, and rack-scale integration, Chenbro unveiled its latest AI server...

Monday 16 March 2026

Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure

Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...

Monday 16 March 2026

AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers

Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...

Saturday 14 March 2026

AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

Saturday 14 March 2026

Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand

Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity...

Saturday 14 March 2026

IntelliEPI's optical products drive revenue shift, boost margins, sees forecasts faster growth for 2026

Compound semiconductor maker Intelligent Epitaxy Technology (IntelliEPI) reported that its indium phosphide 200G PIN products have become the company's main revenue driver as demand...

Friday 13 March 2026

Chenbro Micom revenue tops NT$20 billion on data center boom

Server chassis manufacturer Chenbro Micom said demand from artificial intelligence applications continues to accelerate data center construction in the first half of 2026, supporting...

1/64 pages

BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

MOST-READ
7 DAYS NEWS

Full list

RESEARCH INSIGHTS

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