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    Friday 22 May 2026
    AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

    AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

    Friday 22 May 2026
    China's Wuhan optics hub bets big on AI with 12.8T module debut
    The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications....
    Friday 22 May 2026
    As AI reshapes data center power, Liteon bets on silicon photonics

    Liteon Technology is positioning 2026 as a reset year after marking its 50th anniversary in 2025, as the company pushes deeper into...

    Friday 22 May 2026
    French AION consortium to bid for EU funding to build ?10B AI data center campus
    A French consortium called AION said it would bid for EU AI infrastructure funding to build a large AI data center campus in France worth as much as EUR10 billion (US$11.6 billion)...
    Friday 22 May 2026
    Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens
    Nvidia has positioned its specialized LPX accelerator as a niche product designed specifically for low-latency, high-speed token generation rather than broad-market enterprise workloads...
    Thursday 21 May 2026
    How Nvidia plans to sell Vera CPUs: Four deployment models explained
    Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the...
    Thursday 21 May 2026
    Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
    Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...
    Thursday 21 May 2026
    Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
    Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise)...
    Thursday 21 May 2026
    Samsung labor dispute adds pressure to memory chip market
    Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...
    Thursday 21 May 2026
    Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
    Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...
    Thursday 21 May 2026
    FII challenges Broadcom and Nvidia as CPO race shifts to system integration
    As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world...
    Thursday 21 May 2026
    DFI flags supply crunch, not orders, as 2026's real growth ceiling
    DFI Inc. said healthy order visibility and strong demand from medical and defense projects will sustain growth into the second half of 2026, but widening component lead times driven...
    Thursday 21 May 2026
    Nvidia revenue surges 85% as data center sales jump 92%
    May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...
    Wednesday 20 May 2026
    Microsoft advances India data center timeline within expanded regional investment framework
    Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than...
    Monday 18 May 2026
    TI says safety will decide 800V AI data center adoption and supplier wins
    Pradeep S. Shenoy, a computing technology expert at Texas Instruments's (TI) US headquarters, recently shared his views on 800V architectures for AI data centers in a media appearance...
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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook