Subject


Cloud / Edge Computing


2025-09-02

[News] Alibaba Reportedly Unveils AI Chip Rivaling NVIDIA’s H20, Boosting Taiwan’s Server ODM Inventec

Cloud / Edge Computing

According to Economic Daily News, citing Wall Street Journal, sources say Alibaba has introduced a new AI chip that is more versatile than its predecessors, aiming to fill the gap left after NVIDIA faced regulatory hurdles in selling to China. The chip, currently in testing, is reportedly produced b...

2025-08-19

[News] NVIDIA’s Rubin Ultra Seen Driving Immersion Cooling Boom by 2027-28

Cloud / Edge Computing

As AI chips grow more powerful, they generate massive heat that threatens system stability and performance, making advanced cooling the critical bottleneck for cloud giants' data centers and NVIDIA alike. While liquid cooling dominates today, NVIDIA is expected to embrace immersion cooling post-Rubi...

2025-08-04

[News] Meta Reportedly Teams Up with Broadcom, Taps Quanta for Next-Gen ASIC-powered AI servers

Cloud / Edge Computing

Following its 2025 capex hike, Meta isn’t slowing down. According to the Economic Daily News, the cloud giant will deploy a new wave of custom ASIC-based AI servers next year—code-named Santa Barbara—with up to 6,000 racks planned, while Taiwanese server maker Quanta has reportedly secured the...

2025-07-30

[News] NVIDIA’s Reported 300K H20 Order Signals China CSP Boom, Boosts Taiwan AI Server Makers

Cloud / Edge Computing

As reported by Reuters, citing sources, NVIDIA recently placed a 300,000-unit order for H20 with TSMC, reversing its earlier plan to rely solely on existing inventory due to strong demand from China. Economic Daily News highlights that this substantial order reflects continued robust demand from Chi...

2025-07-21

[News] Huawei to Unveil CloudMatrix 384, Rumored to Deliver 2× NVIDIA GB200 NVL72 Throughput

Cloud / Edge Computing

Huawei is reportedly set to unveil its CloudMatrix 384 system for the first time at the 2025 World Artificial Intelligence Conference (WAIC), which opens on the 26th in Shanghai, according to Economic Daily News. As highlighted by Tom’s Hardware, the CloudMatrix 384 is a rack-scale AI system compo...

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