Subject


Cloud / Edge Computing


2025-11-17

[News] Intel Reportedly Kills Off 8-Channel Diamond Rapids as Server Market Shifts to High-Capacity

Cloud / Edge Computing

According to ijiwei, Intel recently raised prices on legacy PC processors like Alder Lake and Raptor Lake. However, the company seems to be taking a different approach with servers. Team Blue has confirmed that 8-channel Diamond Rapids has been removed from the roadmap, with the focus shifting to 16...

2025-11-17

[News] NVIDIA Reportedly Preparing to Sell Full AI Server Systems in 2026, Raising Margin Risks for Partners

Cloud / Edge Computing

As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

2025-10-30

[News] Hyperscalers Ramp Up Capex Amid AI Boom, Risks Lurk: Microsoft, Meta & Alphabet in Spotlight

Cloud / Edge Computing

As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...

2025-10-30

[News] NVIDIA Rumored to Build a Data Center with Deutsche Telekom

Cloud / Edge Computing

NVIDIA is reportedly joining forces with Deutsche Telekom AG to construct a EUR 1 billion (approximately USD 1.16 billion) data center in Germany, marking a significant step in the chipmaker’s effort to strengthen its artificial intelligence (AI) infrastructure across Europe. According to sourc...

2025-10-20

[News] Why GPU Rental Prices Keep Falling — and What It Says About the AI Boom

Cloud / Edge Computing

Is the AI bubble about to burst? The question has sparked increasing concern. According to Financial Times, AI hardware poses a striking paradox — it’s extremely costly to buy but cheap to rent. The report notes that when NVIDIA’s B200 GPU debuted in late 2024, it likely sold for around $50...

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