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Tuesday 4 November 2025
Cisco unveils Unified Edge platform to capture AI inference market
Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security...
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...
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025
OpenAI partners with Amazon Web Services in US$38 billion deal to scale AI workloads
Amazon Web Services (AWS) and OpenAI have announced a US$38 billion, multi-year strategic partnership that will see OpenAI use AWS infrastructure to run and scale its artificial intelligence...
Tuesday 4 November 2025
IREN signs US$9.7 billion GPU cloud deal with Microsoft to expand AI infrastructure
On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year...
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors...
Monday 3 November 2025
Nvidia links compute and network with Nokia in US$1 billion AI infrastructure push
As the AI race intensifies, telecom giant Nokia has reemerged into the global spotlight following a strategic investment by Nvidia. Industry analysts highlight that Nokia's role as...
Monday 3 November 2025
Amazon launches Rainier data center in Indiana to support AI startup Anthropic
Amazon Web Services (AWS) has activated its Rainier data center in Indiana, US, to accelerate the training of Anthropic's large language model (LLM), Claude, using Amazon's proprietary...
Monday 3 November 2025
RUNWITHIT Synthetics Pioneers Generative AI for Planning and Resilience, Targets Asia Market Expansion Via Taiwan
In an era defined by increasing volatility from climate change and complex infrastructure challenges, Canadian 6D simulation firm RUNWITHIT Synthetics is pioneering a novel approach...
Monday 3 November 2025
Digitizing Human Expertise: Illumia Labs Brings AI-Powered VR/AR Training to Taiwan
Illumia Labs, a Canada-headquartered pioneer in Artificial Intelligence (AI) and Virtual Reality (VR) training, is targeting the Asia-Pacific market, with a specific focus on setting...
Monday 3 November 2025
Win Semiconductor back in the black on US smartphone, 3D sensor demand

Win Semiconductor, the world's largest pure-play gallium arsenide (GaAs) foundry, rebounded sharply in the third quarter of 2025 on strong...

Monday 3 November 2025
Realtek reports revenue decline, maintains cautious outlook amid tariff concerns
Taiwanese integrated circuit design firm Realtek on October 29, 2025, reported a decline in its third-quarter revenue and offered a cautious forecast for the fourth quarter of 2025,...
Saturday 1 November 2025
Japan accelerates HAPS and Ka-band networks as South Korea eyes LEO self-reliance

Both Japan and South Korea are accelerating plans for Non-Terrestrial Networks (NTN), aiming to expand satellite-based communications...

Friday 31 October 2025
Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges
OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose...
Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...