News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Tuesday 21 October 2025

AI infrastructure debt threatens rapid agent adoption

Following the rise of chatbots, autonomous AI agents are becoming the next major focus for enterprises. Cisco's latest AI Readiness Index reveals that 82% of Taiwanese companies plan...

Tuesday 21 October 2025

Huawei's HarmonyOS 6 targets AI-hardware convergence

Huawei's Terminal Business Group plans to unveil HarmonyOS 6, the latest version of its operating system, on October 22, 2025. Analysts see the launch as a signal of Huawei's push...

Tuesday 21 October 2025

Google's growing TPU empire fuels Broadcom–MediaTek upside

Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected...

Tuesday 21 October 2025

Jeff Bezos: The future of cloud computing is off-Earth

During a recent appearance at Italian Tech Week, Amazon founder and Blue Origin CEO Jeff Bezos predicted that within the next 10 to 20 years, humanity will begin constructing gigawatt-scale,...

Tuesday 21 October 2025

AI boom revives ASML's confidence for 2026 growth

AI's surging momentum has finally reached the upstream semiconductor equipment sector. At ASML's second quarter of 2025 earnings call in July 2025, the company stated that growing...

Monday 20 October 2025

Intel CEO courts Saudi Arabia for chip manufacturing partnership

Intel CEO Lip-Bu Tan met recently with Saudi Arabia's Minister of Communications and Information Technology, Abdullah Al-Swaha, to discuss potential collaborations in semiconductor...

Monday 20 October 2025

Micron exits China data center market amid policy restrictions

Micron Technology plans to stop supplying server chips to data centers in China but will continue selling chips to customers in the country's automotive and smartphone sectors, according...

Monday 20 October 2025

TSMC sees strong AI chip demand as GPU, ASIC orders surge

All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI...

Monday 20 October 2025

Commentary: AMD and Nvidia set 2027 AI server plans in motion, redefining rack design

With the momentum behind artificial intelligence (AI) infrastructure continuing to accelerate, industry giants Nvidia and AMD are preparing...

Monday 20 October 2025

India roundup: AI gold rush and local reality

Tech firms are ramping up AI infrastructure investments and talent hunt in India as Tata Electronics reportedly develops its electronics manufacturing capabilities with a series of...

Friday 17 October 2025

OCP Summit: Lite-On, QCT showcase Nvidia AI server solutions

Lite-On Technology teamed up with Quanta Cloud Technology (QCT) to showcase an artificial intelligence (AI) server solution based on the Nvidia GB300 NVL72 platform at the 2025 Open...

Friday 17 October 2025

OCP Summit: In the age of AI, the network is the computer, and Ethernet is winning

As the world races to meet the insatiable computing demands of artificial intelligence (AI), one thing is becoming increasingly clear:...

Friday 17 October 2025

SenseTime links up with Cambricon to tighten China's AI supply chain

SenseTime has signed a strategic partnership with Cambricon Technologies to enhance software-hardware integration, boost chip compatibility, and advance the development of China's...

Thursday 16 October 2025

OCP Summit: Taiwan emerges as backbone of global AI supply chain

Speaking at the 2025 OCP Global Summit in California, Eric Huang, Vice President of DIGITIMES, delivered a keynote address spotlighting Taiwan's pivotal role in the fast-evolving...

Thursday 16 October 2025

HPE posts record quarterly revenue but sees sharp profit decline

Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...

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