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Wednesday 12 August 2026
OCP APAC 2026: Google says 48V hits wall as AI racks head toward megawatt scale
Google used its keynote at the OCP APAC Summit in Taipei on August 11 to argue that the 48V power architecture widely used in data centers is running out of headroom as AI racks move...
Wednesday 12 August 2026
Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

Chinese AI agent startup Manus is returning to independent operations, marking a concrete break from Meta months after Chinese regulators...

Wednesday 12 August 2026
OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1
AMD expects the shift from chatbots to agentic AI to sharply increase CPU demand alongside GPU acceleration, potentially moving the traditional CPU-to-GPU ratio from roughly 1:4 toward...
Wednesday 12 August 2026
Nvidia reportedly planning trillion-parameter Nemotron 4 in open-source push

Nvidia is intensifying its open-source strategy through its upcoming trillion-parameter model in the Nemotron 4 family, which is meant...

Wednesday 12 August 2026
OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main...

Wednesday 12 August 2026
MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
Wednesday 12 August 2026
Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...
Wednesday 12 August 2026
OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack
Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...
Wednesday 12 August 2026
Supermicro defends margin outlook and order quality amid analyst scrutiny
Supermicro executives fielded a wave of questions from Wall Street analysts following the company's fourth-quarter and full-year fiscal 2026 earnings report. Much of the discussion...
Wednesday 12 August 2026
SpaceXAI launches Grok Bot as AI agent race shifts toward autonomous work

SpaceXAI has launched Grok Bot, an AI agent designed to take on workplace tasks and operate digital tools with limited human intervention,...

Wednesday 12 August 2026
Amazon builds 7.65 GW gas plant for Texas AI data center campus

Amazon is moving ahead with a dedicated gas-fired power plant for a new data center campus in Pecos County, Texas, as part of an effort...

Wednesday 12 August 2026
CoreWeave accelerates power expansion as AI infrastructure demand surges
CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and 24% sequentially, and raised its full-year outlook as demand for its AI cloud infrastructure...
Wednesday 12 August 2026
IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud

IBM and Together AI have announced a collaboration to deploy a dedicated Nvidia-powered inference cluster on IBM Cloud, a move that...

Wednesday 12 August 2026
Lumentum targets US$2B quarterly run rate as optical capacity expansion accelerates

Lumentum Holdings said it is pulling forward capacity investments across lasers, transceivers, and optical circuit switches (OCS) after...

Wednesday 12 August 2026
Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...