China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to …
chips
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Christophe Fouquet’s criticism of the EU’s evolving Chips Act is less an attack on industrial policy than a challenge to where sovereignty can realistically be exercised in a global AI …
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Marvell is acquiring XConn to strengthen its PCIe, CXL, and UALink switching capabilities, combining electrical and optical interconnect expertise to become a vendor-neutral platform provider for large-scale AI data centers. …
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SoftBank’s CFO Yoshimitsu Goto said the sale of Nvidia shares provided liquidity to fund the company’s growing commitment to OpenAI In sum – what to know: Record-breaking profit – SoftBank’s …
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Huawei has said the new chips will strengthen the foundation of AI computing power, both in China and around the world In sum – what to know: Huawei lays out …
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Tencent Cloud president Qiu Yuepeng said the company had “fully adapted to mainstream domestic chips” within its AI computing infrastructure In sum – what to know: Tencent backs domestic AI …
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The U.S. Department of Commerce has allegedly proposed issuing annual permits for the two South Korean memory chip giants In sum – what to know: Conditional approvals under review – …
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The move highlights the ongoing shortage of advanced AI chips, forcing even Nvidia to rent back its own hardware to secure access for cloud operations In sum – what to …
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TSMC said the firm is evaluating the situation and taking appropriate measures, including communicating with the U.S. government In sum – what to know: TSMC loses U.S. shipment license – …
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Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of the decade In sum – what …
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The CEO of Nvidia, Jensen Huang, said the Chinese AI market could expand by 50% annually In sum – what to know: Blackwell sales to China possible – Jensen Huang …
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With these efforts, China aims to keep pace with the United States in advance computing capabilities In sum – what to know: Chip output push – China aims to triple …
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Chinese companies hope to deploy about 115,000 Nvidia H100 and H200 GPUs—chips which have been restricted from sale to China by the U.S. government since 2022 over security concerns In …
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TCS is integrating Nvidia AI Enterprise software to design and integrate telecom models into agentic AI workflows In sum – what to know: TCS-Nvidia team up on telco AI – …
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The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI research division In sum – what …
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Qualcomm to acquire Alphawave Semi for $2.4B, supercharging its data center pursuits
by Kelly Hillby Kelly HillAlphawave acquisition is “complementary” to Qualcomm’s CPUs and NPUs, CEO says Qualcomm is taking aim at the data center chip space, seeking to bolster its assets with the acquisition of …
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Vodafone said that this recent test was conducted at the telco’s testing facility near Madrid using its 5G SA network In sum – what you need to know: 5G uplink …
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The agreement between Qualcomm and Aramco Digital was formalized during the Saudi-US Investment Forum in Riyadh In sum – what you need to know: Qualcomm and Aramco Digital join forces …
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The Nordic region — which includes Sweden, Norway, Denmark and Finland — is becoming one of the most important areas in the world for building AI infra Thanks to clean …
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The move by the Government of Korea follows reports that U.S. President Trump intends to soon unveil new tariff rates on imported semiconductors In brief – why this matters –South …
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In sum – what you need to know: US-made AI infrastructure – Nvidia has commissioned one million square feet of new production space at factories belonging to Taiwanese trio TSMC, …
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AI is changing the rules of data center design, and liquid cooling is emerging as a critical piece of the puzzle As artificial intelligence workloads grow more complex and power-hungry, …
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As artificial intelligence (AI) continues to evolve, the demand for faster and more efficient computing is growing at a fast pace. One of the key innovations helping to meet …
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Dutch chip firm NXP Semiconductors has signed a deal to buy Austria-based automotive software solution provider TTTech Auto for $625 million. TTTech Auto, with around 1,100 engineering staff, produces safety …
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BIS emphasized that these measures align with the Department of Commerce’s efforts to hinder the capacity of China to access to technologies essential for its military modernization The U.S. Department …