Subject


Cloud / Edge Computing


2026-03-26

[Sponsored Content] Building Dedicated AI Factories: Confronting the “Power = Compute = National Power” Challenge

Cloud / Edge Computing

Following the 2023 surge in LLM-based automation—sparked by breakout projects like AutoGPT—and Andrew Ng’s advocacy for “Agentic AI,” the flourishing Generative AI (GenAI) sector is undergoing a profound transformation. It is evolving from systems that merely respond to prompts into sophis...

2026-03-13

[News] NVIDIA May Offer First Look at Feynman at GTC 2026, TSMC A16 and Taiwan Supply Chain in Focus

Cloud / Edge Computing

NVIDIA may showcase previously unseen AI technology at NVIDIA GTC 2026, which some speculate could be related to the Feynman chip. According to TechNews, Feynman is a core product that NVIDIA is actively developing and plans to officially launch in 2028. It will also be the company’s first chip ma...

2026-03-13

[News] SerDes Wars Heat Up: Broadcom, Marvell, MediaTek Battle for AI Interconnect Supremacy

Cloud / Edge Computing

As AI models expand at breakneck speed, SerDes (Serializer/Deserializer) has become pivotal for boosting chip-to-chip data bandwidth. As observed by TrendForce, competition in high-speed SerDes has been heating up since 2025. In addition to Broadcom and Marvell, MediaTek reportedly broke into Google...

2026-03-02

[Insights] AI Power Demand Drives HVDC Shift in Data Centers; Full-Stack Integration Emerges as Key

Cloud / Edge Computing

As AI computing demand surges and energy consumption challenges intensify, power supply solutions are drawing growing attention across the industry. According to TrendForce on TechNews, the sector is shifting away from traditional architectures toward high-voltage direct current (HVDC) power systems...

2026-02-10

[News] US Reportedly Mulls Tariff Exemptions for Amazon, Google, Microsoft on TSMC-Made Chips

Cloud / Edge Computing

While many details of the semiconductor duties remain unclear, one certainty is that in January the Trump administration slapped a 25 percent levy on certain AI chips from AMD and NVIDIA. Now, the Financial Times reports that Washington plans to exempt major tech players like Amazon, Google, and Mic...

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