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Microsoft sales beat estimates as Azure growth eases spending concerns
6+ hour, 53+ min ago (145+ words) Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption helped ease investor concerns over the company's heavy spending on artificial intelligence infrastructure. Microsoft sales beat estimates as Azure growth eases spending concerns Keep…...
Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific
2+ week, 6+ day ago (217+ words) digitimes Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific Keep me signed in - Track financials & stock data of Taiwan tech. - TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active - HBM4 showdown at GTC…...
Net App inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments
1+ day, 10+ hour ago (176+ words) Net App signed a four-year enterprise agreement with Google Cloud to expand their collaboration and accelerate deployment of Net App storage solutions on Google Distributed Cloud within air-gapped environments managed by World Wide Technology for Google's sovereign cloud platform. The…...
The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
1+ day, 8+ hour ago (131+ words) digitimes The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute Keep me signed in - Track financials & stock data of Taiwan tech. - TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active…...
Microsoft's cloud strategy tightens AI compute supply
2+ day, 4+ hour ago (102+ words) digitimes Microsoft's cloud strategy tightens AI compute supply Keep me signed in - Track financials & stock data of Taiwan tech. - TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active - CPU shortage more acute than memory; industry awaits…...
Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
2+ day, 12+ hour ago (142+ words) digitimes Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical as…...
Naver Cloud and Hanmi Global target global data center expansion amid AI infrastructure race
3+ day, 7+ hour ago (150+ words) digitimes Naver Cloud and Hanmi Global target global data center expansion amid AI infrastructure race South Korea's Naver Cloud and construction project management firm Hanmi Global have formed a strategic alliance to jointly pursue large-scale data center projects overseas, with…...
Google opens network cable system for enterprise connectivity at Cloud Next '25 conference
1+ year, 2+ week ago (254+ words) Google has opened its vast network cable system to enterprises through the Cloud Wide Area Network (Cloud WAN) solution. This service allows cross-cloud connectivity with Amazon Web Services (AWS), Microsoft Azure, and Oracle Cloud Infrastructure (OCI), meeting the growing demand…...
Amazon cuts AI data center build time from 15 weeks to 3
2+ week, 7+ hour ago (102+ words) digitimes Amazon cuts AI data center build time from 15 weeks to 3 Keep me signed in - Track financials & stock data of Taiwan tech. - TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active - AI compression won't ease memory…...
Taipower forecasts over 5 GW new power demand by 2030 amid semiconductor and AI data center expansion
1+ mon, 3+ week ago (172+ words) With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand to exceed 5 GW by 2030, averaging an annual increase of roughly 1 GW. Overall, Taipower is projecting…...