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Thursday 12 November 2026
Naver signs US$1.5 billion AI cloud deal with US firm
Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer...
Thursday 12 November 2026
TECO pivots to AI infrastructure services with Japan project
TECO Electric & Machinery is expanding into global AI computing infrastructure, announcing on the November 11 that it will partner with AI cloud service provider GMI Cloud and...
Thursday 12 November 2026
Wolfspeed returns to GaN as CEO touts vertical integration
US silicon carbide (SiC) giant Wolfspeed will re-enter the gallium nitride (GaN) market through a vertically integrated model and expand into the GaN-on-silicon (GaN-on-Si) power device...
Thursday 12 November 2026
US data center policy clouds AI capacity outlook, MetaAge says
Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times...
Wednesday 11 November 2026
AMD unveils three-gen EPYC roadmap as TSMC 2nm process advances

As agentic AI rapidly advances, data center workloads are expanding from traditional model training into inference, agent collaboration,...

Wednesday 11 November 2026
Infineon says data center orders already exceed target as factory output sets ceiling
Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for...
Wednesday 11 November 2026
Infineon's record quarter shows power chips moving from cyclical recovery to AI-led growth
Infineon Technologies ended fiscal 2026 with its strongest quarter ever, and the shape of the result says more than its size: profitability rose much faster than sales, and the German...
Wednesday 11 November 2026
Tatung October revenue falls 8% year on year as Elitegroup shipments slip
Tatung Co. said its consolidated revenue fell 8.06% year on year to NT$3.392 billion (US$103.47 million) in October 2026, down 8% from September, as weaker shipments of some products...
Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand...
Wednesday 11 November 2026
OpenAI unveils AI data center pact amid community resistance
US local officials are intensifying scrutiny of data center expansion and artificial intelligence (AI) regulation. Against this backdrop, OpenAI on November 5 unveiled its "National...
Wednesday 11 November 2026
China's AI data center boom reveals a missing link
China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction...
Wednesday 11 November 2026
Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms
Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI)...
Tuesday 10 November 2026
SpaceX's US$24B Texas AI data center plan signals a bigger play for energy control
SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling...
Tuesday 10 November 2026
Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent
The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster...
Tuesday 10 November 2026
Research Insight: FIT expands liquid cooling connector lineup for Vera Rubin NVL72
Foxconn Interconnect Technology (FIT) is expanding its lineup of liquid-cooling quick-disconnect (QD) connectors for Nvidia's Vera Rubin NVL72 platform, offering connections at both...