Subject


Artificial Intelligence


2025-05-05

[News] Microsoft, Meta Ramp Up AI Spend, Lifting NVIDIA’s Taiwanese ODM Partners Foxonn, Quanta and Wiwynn

Artificial Intelligence

Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to Economic Daily News. This is expected to be a fresh boost for NVIDIA, with key Taiwanese AI server O...

2025-04-29

[News] Decoding Huawei’s DeepSeek All-in-One Machine: 60-70% of NVIDIA H100 Performance at an Appealing Price

Artificial Intelligence

Amid rumors that Huawei is set to launch next-gen AI chips like the Ascend 910D and 920, the tech giant has reportedly teamed up with DeepSeek to integrate its Ascend series with DeepSeek’s budget-friendly AI models. According to TechNews, citing Chinese media outlet 53AI, an "all-in-one machine" ...

2025-04-25

[News] Cloud Giants Face Investment Skepticism—Amazon and Google Say AI Push Continues

Artificial Intelligence

Amid growing concerns about a potential economic downturn, there has been heightened attention on whether cloud service providers (CSPs) are scaling back their investments in AI. However, according to CNBC and Reuters, executives from Amazon and Google both stated that the pace of building AI data c...

2025-04-25

[News] Apple Reportedly Develops Lighter “Vision Air” with Titanium Components

Artificial Intelligence

According to Sina VR, industry sources state that Apple is developing a slimmer, lighter headset called the Vision Air, positioned as a more compact version of the original Vision Pro. The report also notes that a new midnight blue color option may be introduced. As highlighted by the report, Ap...

2025-04-22

[News] Amazon Taps the Brakes on Data Center Leasing? TrendForce Sees Strategy Shift, Warns of Capex Caution

Artificial Intelligence

Are uncertainties surrounding Trump’s tariffs prompting tech companies to scale back their spending? According to a CNBC report, Amazon has reportedly postponed certain commitments related to new data center leases, particularly in overseas markets. Large cloud service providers (CSPs) seem to ...

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