CONNECT WITH US
NEWS TAGGED INFRASTRUCTURE
Wednesday 27 May 2026
Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
Wednesday 27 May 2026
IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
Wednesday 27 May 2026
Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
Wednesday 27 May 2026
Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI...
Wednesday 27 May 2026
Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges
Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned...
Wednesday 27 May 2026
AI infrastructure spending lifts Taiwan electronics sector outlook
Cloud providers' large-scale investments in AI infrastructure have strengthened demand for Taiwan's electronics supply chain, boosting optimism among local manufacturers, according...
Tuesday 26 May 2026
Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners
When Nvidia quietly wrote a US$2 billion check to Marvell Technology earlier this year, it was less a financial bet than a strategic maneuver — one that converted a potential...
Tuesday 26 May 2026
The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...
Tuesday 26 May 2026
Wiwynn expands US capacity as AI server boom strains power and supply chains

Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

Tuesday 26 May 2026
Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap
Huawei has released its Data Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to...
Tuesday 26 May 2026
Lightmatter joins TSMC on COUPE for 3D optical engines
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...
Tuesday 26 May 2026
Castrol moves into AI liquid-cooling testing and lifecycle services for data centers
Castrol is expanding from supplying cooling fluids to providing liquid-cooling testing and lifecycle services for AI data centers, the firm announced, as demand for faster deployment...
Tuesday 26 May 2026
Shuttle Showcases Intel Core Ultra Edge AI Platforms at COMPUTEX

As generative AI and intelligent applications continue expanding from cloud infrastructure into real-world environments, demand is rapidly increasing for Edge AI platforms...

Tuesday 26 May 2026
Analysis: Nvidia's Vera CPU opens new front in data center chip race

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Monday 25 May 2026
CATL weighs stake in AI startup deepSeek

According to several people familiar with the matter, Contemporary Amperex Technology Limited (CATL), the world's largest maker of electric-vehicle...