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Tuesday 18 November 2025
Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
Tuesday 18 November 2025
Microsoft benefits from OpenAI tech sharing for ASIC development
Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI's model research outcomes. System-level innovations developed by OpenAI can also be fully...
Monday 17 November 2025
Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton...
Monday 17 November 2025
Reducer demand rises as humanoid robot competition intensifies across Taiwan and China
As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin...
Monday 17 November 2025
Microsoft launches AI superfactory to mitigate grid load
Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
Monday 17 November 2025
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components...
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.
Monday 17 November 2025
Former Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks
Three former senior executives from Google and Meta Platforms Inc. have launched Majestic Labs, a startup focused on developing advanced server architectures to address memory limitations...