Subject


Cloud / Edge Computing


2025-10-13

[News] OCP 2025: Taiwan’s Tech Giants Flex AI Muscle Across Servers, Power, Cooling, and Networking

Cloud / Edge Computing

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...

2025-09-22

[News] AI Fuels High-Speed Interconnects, NVIDIA, Google, AWS Boost Optical Transceiver Module Demand

Cloud / Edge Computing

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 ...

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...

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