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AI SERVER DEMAND IMPACT
AI boom, West Asia crisis trigger printed circuit board shortage, price rise in electronics industryThis crunch in printed circuit boards (PCB) -- a hardware platform on which components are fixed in electronic products -- stems from risin...- Career warning for Gen Z: How IT industry's AI obsession will create a purchasing power crisis, Zoho's Sridhar Vembu explainsZoho co-founder and Chief Scientist Sridhar Vembu has warned that the IT industry's growing focus on AI is reducing new hiring, as companie...
- AI keeps consumer prices high in 'RAMaggedon' chip crunchMemory chip prices are rising significantly due to artificial intelligence demand. This shortage is impacting consumer electronics and pote...
- Taiwan's economy grows by almost 13% on AI demandTaiwan's exports surged 21.6% year-on-year in the second quarter, which was "mainly driven by the sustained strong external demand for arti...
- Apple shares tumble 9% on supply worries, on track for worst single-day fall in over 6 yearsApple shares plunged over 9% after the iPhone maker issued a weaker-than-expected outlook, warning that AI-driven component shortages are s...
- Everything Sarvam AI announced at its Epoch Builder EditionSarvam AI launched new models and infrastructure tools at its Epoch Builder Edition event. The company plans to develop a trillion-paramete...
- Samsung AI demand drives record chip earnings amid foundry and mobile hurdlesSamsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operati...
- AI data centre supplier Zhongji InnoLight tumbles on Hong Kong debutShares in Chinese data centre supplier Zhongji InnoLight tumbled more than nine percent in its Hong Kong debut on Thursday, after raising a...
- Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
- US House Democrat asks Musk to answer for polluting xAI data centersA US Representative has requested documents from Elon Musk concerning his AI data centers. He seeks information on turbines, emissions, and...
- AI race redraws Asian air cargo, replacing ecommerce as growth engineGlobal air cargo networks are shifting towards AI chip manufacturing hubs. Cross-border ecommerce shipments are declining due to new import...
- Global Market | AI boom could complicate central banks’ inflation assessment, monetary policy decisions: BISArtificial intelligence complicates economic assessments for central banks globally. The technology simultaneously boosts demand and expand...
- Taiwan detains Nvidia employee in Super Micro probe, Taiwan media saysTaiwanese authorities have taken into custody an Nvidia employee as part of an investigation concerning the unlawful export of AI servers. ...
- China memory chipmaker CXMT set for Shanghai debut after Asia's biggest IPOAt the IPO price, CXMT is valued at about 579 billion yuan ($85.5 billion) before the possible exercise of the over-allotment option, makin...
- AMD says its newest AI server is in full production, will ship in monthsThe Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan ...
- Nvidia donates supercomputer to US military universityThe NPS is operated by the US Navy and offers masters and doctoral degrees in fields such as computer science and aerospace engineering, am...
- Intel, AMD sign long-term server CPU deals with Chinese clients as prices surgeThe move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server pr...
- IBM cuts annual revenue growth forecast as customers prioritize AI infrastructure spendingIBM reduced its annual revenue growth forecast on Wednesday. The company also missed profit and revenue expectations for the second quarter...
- South Africa's data centre 'gold rush' risks resource crunchSouth Africa is becoming Africa's digital hub with expanding data centres. This growth, however, raises concerns about electricity and wate...
- South Africa's data centre 'gold rush' risks resource crunchEmerging as the digital powerhouse of Africa, South Africa's expanding data centers play a vital role in reinforcing national security and ...
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