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Wednesday 5 November 2025
Supermicro's cash flow turns negative as AI infrastructure push strains finances
Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company's rapid expansion to...
Wednesday 5 November 2025
Jabil to acquire Hanley Energy for US$725M in data center power move
Jabil said on November 4 that it has agreed to acquire Hanley Energy Group. The Ireland- and US-based company provides energy management and critical power systems for data centers...
Wednesday 5 November 2025
Supermicro reports lower quarterly sales but expects AI-driven rebound in December
Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong...
Wednesday 5 November 2025
OpenAI's revenue far exceeds US$13 billion as CEO denies 2026 IPO rumors
OpenAI CEO Sam Altman disclosed that the artificial intelligence (AI) company's annual revenue has significantly surpassed the widely reported US$13 billion mark. During a podcast...
Wednesday 5 November 2025
Supermicro’s fiscal 1Q results show strain beneath the AI surge
On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures...
Wednesday 5 November 2025
Why Malaysia is attracting the world’s biggest AI data centers

"Electricity is computing power," said Taiwan's Industrial Technology Research Institute (ITRI), predicting that global data center power...

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...