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NEWS TAGGED CSP
Thursday 28 August 2025
Analysis: Meta's US$10B Google Cloud deal highlights reliance amid chip and AI struggles
Meta Platforms has reportedly signed a six-year agreement worth US$10 billion with Google Cloud, marking an unprecedented partnership between two dominant companies in digital advertising...
Friday 22 August 2025
Meta bets big on Google Cloud in US$10 billion AI infrastructure pact

In a groundbreaking move signaling a new chapter in cloud infrastructure partnerships, Meta has reportedly signed a multi-billion-dollar,...

Tuesday 19 August 2025
Nvidia and ASIC servers drive liquid cooling expansion in ASEAN
Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC chips, are increasingly adopting liquid cooling technologies...
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...
Tuesday 5 August 2025
Exclusive: IC distribution shaken by CSP giant's single distributor move
The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning...
Thursday 24 July 2025
AI data center boom and OpenAI deal propel Alphabet's cloud ambitions into 2026
Oracle is rapidly expanding its cloud infrastructure footprint across the US and Europe, securing significant contracts and projecting substantial revenue growth for fiscal year 2026...
Wednesday 23 July 2025
MediaTek reportedly wins Meta's new 2nm ASIC order, aiming for 1H27 mass production
MediaTek and Broadcom continue to compete for Meta's new application-specific integrated circuit (ASIC) projects, with industry insiders stressing that both companies are performing...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
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 23 June 2025
US semiconductor tariffs could backfire on American tech giants, claims senior Taiwan official
Taiwan saw an impressive surge in exports during the first months of 2025, driven by increased capital expenditures from US cloud service providers and clients advancing order pull-ins...
Wednesday 30 April 2025
Supermicro's sales miss hints at slower AI investments by cloud giants
Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown...
Wednesday 26 March 2025
PCB firms see AI and networking demand drive growth in 2Q25
Entering the second quarter of 2025, Taiwanese PCB manufacturers have exhibited optimism on market recovery, propelled by persistent demand from high-end applications, including AI...
Monday 24 March 2025
Global demand for submarine cables surges as data needs surge
The number of submarine cables is increasing rapidly as global data demands grow. Cloud service providers (CSPs) are accelerating investments, with the three major US CSPs expected...
Friday 14 March 2025
Repon to see GB200 server slide volume shipments in 3Q25
Server sliding rail maker Nan Juen International (Repon) has seen increased revenue since February 2025, driven by demand from US-based cloud service provider (CSP) clients, and will...
Thursday 20 February 2025
Xintec expands investment to boost testing capacity, reshapes strategy for growth
Surging demand for artificial intelligence (AI) is pushing TSMC to expand its advanced packaging capacity. As a key testing partner, Xintec—a TSMC-affiliated outsourced semiconductor...