Subject


Emerging Technologies


2025-11-17

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

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...

2025-11-14

[News] U.S. Layoffs in October Reportedly Hit 20-Year High, with Major Tech Firms Leading 2025 Cuts

The layoff tide continues to rise as U.S. companies cut jobs in pursuit of cost savings and AI-driven efficiency. According to The Times of India, American companies announced 153,074 job cuts in October 2025—the highest for the month in more than two decades. As noted by the report, Challenger...

2025-11-13

[News] Baidu Rolls Out Kunlun Roadmap, M100 & M300 AI Chips Arrive 2026–2027

As China pushes to catch up with the U.S. in the AI race, local tech giants are answering the call with a steady stream of AI chip launches. Huawei has unveiled its Ascend AI chips, planning regular releases through 2028, while Baidu, at its World Conference on November 13, revealed it will roll out...

2025-11-12

[News] SMIC Reportedly Rations Output as China Faces Widening AI Chip Crunch

Beijing’s latest push for tech self-reliance might be backfiring. After reportedly ordering all state-backed data centers to use only domestic AI chips—effectively shutting out NVIDIA—China could now be facing a deepening chip crunch. According to The Wall Street Journal, the shortage has beco...

2025-11-12

[News] AMD’s AI Chips Power Data Center Revenue: $100B Expected in 5 Years with 60% CAGR

Shortly after reporting record Q3 sales and forecasting even higher Q4 revenue on the AI boom, AMD painted a more bullish, concrete growth picture at its first analyst day in three years, according to Reuters and CNBC. The chipmaker now expects annual data center chip revenue to hit $100 billion wit...

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