News tagged AI at DIGITIMES

NEWS TAGGED AI

Thursday 14 May 2026

Cisco accelerates AI push with Silicon One gains and major restructuring plan

Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...

Thursday 14 May 2026

Alibaba faces mounting margin pressure as AI investments accelerate

Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...

Thursday 14 May 2026

Tencent eyes Chinese ASIC ramp in 2H26

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...

Thursday 14 May 2026

Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain

OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...

Thursday 14 May 2026

Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Thursday 14 May 2026

Microloops posts record first-quarter profit as AI server cooling drives growth

Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...

Wednesday 13 May 2026

Inventec sees strong AI, general-purpose server demand through 2028

Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...

Wednesday 13 May 2026

Commentary: AI server ODMs face margin squeeze as memory costs soar

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

Wednesday 13 May 2026

Anthropic in talks to acquire Stainless, SDK startup serving Google and OpenAI

Anthropic is reportedly in advanced talks to acquire Stainless, a startup that builds software development kits for AI companies, including Google and OpenAI. The deal could value...

Wednesday 13 May 2026

TECO expands into AI data centers with Malaysia acquisition deal

Taiwan-based industrial manufacturer TECO Electric & Machinery said on May 12 that its board had approved the acquisition of Malaysian engineering firm Dynaciate Engineering Sdn...

Wednesday 13 May 2026

Altasec deepens edge AI imaging push into Europe and US security markets

Altasec Technology, a smart security and control solutions provider founded in 2011, will list on Taiwan's Emerging Stock Board on May 14 as it moves to capture demand from AI applications...

Wednesday 13 May 2026

China's fiber optic giant unveils world's largest preform for AI data center boom

China's Fiberhome Telecommunication Technologies has unveiled what it claims is the world's largest optical fiber preform, highlighting...

Wednesday 13 May 2026

Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

Wednesday 13 May 2026

OpenAI trial exposes deep rift between Sam Altman and Elon Musk

The courtroom battle between Sam Altman and Elon Musk intensified this week as Altman rejected Musk's accusations that OpenAI abandoned...

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