Shortly after Trump signaled new tariffs on chips coming over this week, NVIDIA announces plans to pour up to $500 billion into U.S. AI server production over the next four years. Notably, Taiwanese tech giants like TSMC and Foxconn are set to play key roles in driving this massive initiative, accor...

According to a report from Tom’s Hardware, approximately 60% of NVIDIA’s DGX and HGX AI datacenter servers could bypass the latest U.S. tariffs, as they are manufactured in Mexico. The 60% figure is an estimate based on all U.S. server imports in 2024, not just NVIDIA’s. Still, given its mark...

According to a report from Economic Daily News, sources indicate that Foxconn will secure the exclusive contract for AI server manufacturing under the Stargate Project, with an official announcement reportedly expected as early as this month. In January, President Donald Trump announced that Open...

Has the AI boom turned into a bubble? According to Bloomberg, Microsoft, as OpenAI’s biggest backer, has started canceling or not renewing a large number of data center lease agreements in the U.S., which raises concerns over Microsoft’s potential over-investment in AI computing power. Bloomb...

According to a report from UDN News, Taiwan’s contract manufacturers are gearing up to invest in the U.S. amid escalating tariffs under Trump’s administration. The report, citing Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA) Chairman Richard Lee, notes that Taiwan’s le...