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Tuesday 2 September 2025
Foxconn leads US$1 trillion sovereign AI boom
Global spending on sovereign AI infrastructure is surging, fueling record demand for Nvidia's rack-scale server systems. JPMorgan Chase, as cited by Wccftech, says Foxconn...
Tuesday 2 September 2025
With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains
Recent reports from the semiconductor supply chain indicate that the severe impact of exchange rate fluctuations has temporarily ended. As of the close on September 1, 2025, the New...
Tuesday 2 September 2025
OpenAI's rumored India Stargate plan could unlock huge growth for Nvidia and global AI server suppliers
OpenAI is exploring plans for a massive data center in India that would rank among the country's largest facilities, according to Bloomberg. The proposed site would feature...
Tuesday 2 September 2025
Alibaba denies massive Cambricon chip order
Alibaba Group is reportedly making progress in its development and supply strategies for AI chips. There are mixed reports regarding the company’s procurement of computing power...
Tuesday 2 September 2025
China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down
China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed...
Tuesday 2 September 2025
China’s AI chip hopefuls step into Nvidia’s void
The global AI surge has turned computing power into a core strategic resource. With Washington tightening curbs on advanced GPU exports, Nvidia's revenue in China has collapsed, opening...
Monday 1 September 2025
Server slides boost Repon's July gross margin to second-highest level
Taiwan-based slide manufacturer Nan Juen International (Repon) announced its earnings results for July 2025, reporting continued improvement in gross margin driven by the rising proportion...
Monday 1 September 2025
Microsoft unveils new AI models as part of expanded internal large-scale computing efforts
Microsoft Corporation's newly formed AI division recently announced two self-developed models, signaling a major push to enhance its in-house artificial intelligence capabilities...
Monday 1 September 2025
DeepSeek fuels return to profit for Chinese tech champion Huawei
Huawei Technologies Co. posted a first-half profit, getting back into the black after the emergence of DeepSeek ignited a wave of AI development across China.
Monday 1 September 2025
Weekly news roundup: Intel revives AI chip fight with Jaguar Shores; Samsung may invest in Intel packaging push
Below are the top DIGITIMES Asia stories from August 25 to 31, 2025.
Sunday 31 August 2025
Nvidia rolls out RTX Pro servers for enterprise AI, reinforcing market momentum
Nvidia is extending its AI reach beyond hyperscale cloud providers with the launch of the RTX Pro server series, aimed at converting existing enterprise clusters into "AI factories"...
Friday 29 August 2025
Nvidia to face trial in November over Valeo trade secret claims, US judge rules
A federal judge in California has ruled that Nvidia must stand trial in November over allegations it benefited from trade secrets taken from French auto supplier Valeo, Bloomberg...
Friday 29 August 2025
Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers
As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
Nvidia and Google cash in on AI inference as AMD racks up losses
Global technology giants are racing to expand AI inference capacity, and Morgan Stanley says the economics are proving extraordinary. A new report from the bank, based on detailed...