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Friday 24 July 2026
Advantech deepens AMD tie-up for AI servers

Industrial PC (IPC) maker Advantech is deepening its collaboration with AMD, unveiling a next-generation AI and edge computing server platform at AMD Advancing AI 2026 that is powered by the latest AMD EPYC 9006 series processors. Through a full board-to-system product lineup, the company is extending AI applications from data centers to the edge.

Friday 24 July 2026
AMD says AI shift to inference and agents will reshape data centers
AMD said the artificial intelligence boom is entering a new phase that will force a major redesign of data centers, as demand shifts from model training toward inference, AI agents, and physical AI. At its Advancing AI 2026 event, the company introduced new server, accelerator, and rack-scale products to power the next generation of AI infrastructure.
Friday 24 July 2026
AMD redraws server chip strategy as AI workloads evolve
AMD has launched its sixth-generation EPYC Venice server processor as the foundation of its next-generation AI data center platform, while CEO Lisa Su said the company is reshaping its roadmap for a world where AI workloads are spreading from training models to enterprise agents. The shift matters globally because it signals that data centers may need more balanced upgrades to CPU, GPUs, and networking.
Friday 24 July 2026
AMD's latest 2nm-EPYC rollout signals broader role for CPUs in the AI data center
AMD unveiled its sixth-generation EPYC 9006 server processors, widening its push into AI data centers with chips designed for agentic AI, cloud computing, enterprise workloads, and high-performance computing. The launch suggests CPUs may continue to gain importance even as much of the market remains focused on GPUs.
Friday 24 July 2026
AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment
AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still has substantial room to grow. The CEO said AI adoption is now moving beyond efficiency gains and into new products, services, and business models.
Friday 24 July 2026
AMD unveils Helios rack-scale AI platform to target hyperscale buildouts
AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers. The system is designed to boost compute density, lower deployment complexity, and offer an open alternative to competing rack-scale architectures for training and inference worldwide.
Friday 24 July 2026
AMD splits next-generation data center GPUs for specialized AI demand
AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the move signals how AI infrastructure is becoming more specialized, with implications for cloud builders, governments, researchers, and supercomputing operators worldwide.
Friday 24 July 2026
Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous expectation of 2027 to beyond 2028, raising concerns over growth prospects for the AI power supply chain.
Friday 24 July 2026
OpenAI compute spending to reportedly rise from US$600B to US$750B
OpenAI has increased its projected spending on compute from US$600 billion to US$750 billion by 2030. The 25% increase is meant to give its models an edge during a time of intense competition for compute power, although some worry about that the start-up's investments are oversized.
Friday 24 July 2026
AI data centers emerge as dynamic loads, posing new challenges for power grids
As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI facilities exhibit highly variable power consumption driven by intensive GPU workloads, creating new challenges for grid operators while raising the bar for the reliability of on-site power systems.
Friday 24 July 2026
German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability under pressure and EV demand slowing. Instead of chasing volume, the three German automakers are focusing on multi-powertrain platforms, deeper AI integration, and cross-border partnerships.

Friday 24 July 2026
AI data centers push liquid cooling into core infrastructure

Rising computing demand in AI data centers is turning liquid cooling from a premium option into a core infrastructure element for high-power AI racks and newly built facilities.

Friday 24 July 2026
TEEMA advances Mexico science park plan as Sonora offers visa and policy support
The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) moved its event promoting investment in science parks forward on July 21 in Taipei, with Mexico's Sonora state emerging as a key focus. The gathering highlighted new support from Sonora officials and fresh details on TEEMA's "Science Park 3.0" plan, giving Taiwanese companies a clearer view of the proposed overseas base.
Thursday 23 July 2026
IBM trims revenue outlook as hardware demand reshapes client spending

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware and away from software deals. Management framed the weakness as delayed demand rather than lost business, while reaffirming free cash flow growth, margin expansion plans, and confidence in the company's long-term software and mainframe franchises.

Thursday 23 July 2026
D-Link robot line starts in 3Q26; care model due in 2027
Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship" and "safe care," while adopting an asset-light model built around connectivity, subscription-based management services, SaaS, cloud platforms, and AI ecosystems.
Thursday 23 July 2026
Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300 compute baseboard made in the US. The nearly US$700 million plant, which spans about 324,000 square feet, was unveiled by Wistron chairman Simon Lin and Nvidia founder and CEO Jensen Huang.

Thursday 23 July 2026
Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful server processor, and Chinese cloud and internet firms are being pushed into the kind of long-term supply commitments once reserved for the tightest parts of the market.
Thursday 23 July 2026
Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch as the backbone for what it calls "gigascale" AI factories built around its next-generation Vera Rubin platform. The launch, detailed on the company's blog on July 21, is a reminder that networking — not just GPUs — has become a central battleground as operators scale toward clusters of more than 100,000 accelerators.

Thursday 23 July 2026
Commentary: Intel must show real AI orders to prove its turnaround
Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center of the industry and drawing Intel back into the AI compute supply chain.
Thursday 23 July 2026
Wistron chairman says US manufacturing is unavoidable
Wistron has opened its D1 AI smart factory in Fort Worth, Texas, beginning volume production of Nvidia GB300 compute boards in the US for the first time. The move underscores the push to localize advanced manufacturing amid rising regulatory, labor, and tariff pressures in global technology supply chains.
Thursday 23 July 2026
Wistron executives say AI demand is still far from a bubble
Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise demand, expanding use cases, and supply constraints are still driving growth, with implications for businesses and consumers worldwide as AI spreads.
Thursday 23 July 2026
Jensen Huang says no need to 'point a gun' at Taiwan as chipmakers expand in US
Taiwan's links with US technology firms are reshaping chip supply chains, with implications for investors and policymakers worldwide. Nvidia CEO Jensen Huang said those ties have strengthened America's semiconductor and PC industries, while Taiwan's companies are expanding in the US by choice, not coercion, amid growing tariff and security concerns.
Thursday 23 July 2026
Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity
Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable to whether it can build fast enough to meet demand. With Google Cloud revenue accelerating and a contract backlog swelling past half a trillion dollars, industry watchers increasingly treat Alphabet less as an advertising business and more as a bellwether for AI infrastructure demand across the technology sector.
Thursday 23 July 2026
AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon
Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence customer in a year and marks its most concrete challenge yet to Nvidia's dominance of the market for AI training hardware.
Thursday 23 July 2026
Xpeng shifts toward Physical AI with robotaxi, robot, flying car

Xpeng is transforming into a physical AI supplier over the next 10 years, with robotaxi, humanoid robots, and flying cars as its three core product lines, chairman Xiaopeng He told Automotive News. The company also aims to move beyond the carmaker label and adopt a Tier 1 supplier model, working with operating partners around the world to build a business model that can be replicated globally.