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...

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...

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...

Taiwan is making its largest-ever presence at the Open Compute Project (OCP) Global Summit 2025, held October 13–16 in San Jose, California, amid soaring AI computing demand, according to Commercial Times. Companies led by Delta Electronics, Lite-On Technology, Wiwynn, and QCT are showcasing a ful...

According to TechNews, TrendForce notes that the rise of AI applications has greatly increased the need for high-speed optical communications. The industry is now centered on three expansion models for AI server and data center architectures—Scale Up, Scale Out, and Scale Across. Among these, the ...