Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement...
As computing power and per-rack power density for AI servers continue to climb, industry competition is expanding beyond GPUs, servers,...
Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...
Much of the industry attention surrounding AI infrastructure buildouts is now inextricably tied to sheer compute power, with market...
Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month...
Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...
Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...