Cooling module manufacturer Auras chairman Yu-Shen Lin highlighted that Auras is a key Nvidia partner, expecting strong performance in the coming years. He expressed confidence in future operations, particularly regarding the growing share of liquid cooling solutions.
Sanmina Corporation, a leading provider of integrated manufacturing solutions, said on May 19 that it has reached a definitive agreement to acquire the data center infrastructure manufacturing business of ZT Systems from AMD.
At its Build developer conference, Microsoft signaled a strategic pivot toward becoming a central hub for artificial intelligence development. According to Reuters, the company announced that its Azure cloud will host a broad range of AI models, including offerings from xAI, Meta Platforms, Mistral AI, and Black Forest Labs. This move positions Microsoft as a neutral AI platform provider, expanding its ecosystem beyond its existing deep ties with OpenAI.
Semiconductor giant Broadcom has introduced the third generation of its co-packaged optics (CPO) technology, significantly advancing the capabilities of high-speed data transmission critical to artificial intelligence (AI) infrastructure. The new solution doubles the transmission speed to 200 Gbps per lane, while dramatically improving energy efficiency and cost.
Nvidia CEO Jensen Huang announced an expanded collaboration with Foxconn and the Taiwan government to develop an AI factory, a project that will utilize 10,000 Nvidia GB300 GPUs.
Tech giants are investing in quantum computing, with Nvidia CEO Jensen Huang anticipating that future supercomputers will include quantum accelerators. He noted current challenges with "noise" in the industry. Similarly, Alphabet and Google CEO Sundar Pichai expressed concerns about noise, suggesting practical quantum computers could be five years away.
Huawei, on May 19, 2025, launched its first personal computers powered by HarmonyOS, after five years of development involving more than 10,000 engineers. The MateBook Pro and MateBook Fold Ultimate Design are the first laptops to run HarmonyOS 5, marking a pivotal moment in China's drive for full-stack operating system autonomy in the PC sector.
Following his keynote at Computex 2025, Qualcomm CEO Cristiano Amon announced that new updates for the Oryon CPU computing will be released in 2025. This includes the possible launch of AI PC processors at the Hawaii event and advancements in the data center domain.
Xiaomi founder and CEO Jun Lei announced on May 19 via Weibo that the company will unveil its first 3nm mobile system-on-chip (SoC), the "Xring O1," on May 22. He also revealed that Xiaomi plans to invest at least CNY50 billion (US$6.94 billion) in chip design over the next 10 years, beginning in 2025.
Nvidia CEO Jensen Huang revealed the company's AI development roadmap during his keynote at Computex, spotlighting the upcoming GB300 chip set for release in the third quarter of 2025. The Blackwell architecture leverages NVLink technology to integrate multiple GPUs into a single logical "giant chip," significantly boosting inference performance and memory capacity.
Artificial intelligence (AI) is no longer confined to data centers. At Computex 2025 in Taipei, executives from Arm, Nvidia, and MediaTek laid out a shared vision for AI's next chapter—one where intelligence moves to the edge, power becomes the new bottleneck, and collaboration across the ecosystem is the only way forward.
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