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...

As president-elect Donald Trump calls for tariffs on imports from Mexico, Canada and China, the AI server supply chain is expected to bear the brunt of the impact, given that U.S. imports the highest value of servers from Mexico, according to a report from the Economic Daily News. Taiwanese companie...

Ahead of NVIDIA’s upcoming earnings report tomorrow, rumors have been circulating that the AI giant’s Blackwell processors are encountering overheating problems when installed in high-capacity server racks. However, Dell CEO Michael Dell soon posted a photo on social media, showcasing the first ...

According to a report by Economic Daily News, Supermicro's ongoing financial crisis has reportedly led to the suspension of its planned expansion at its Malaysia facility, which was set to double its production capacity. This disruption has prompted Supermicro’s major client, Malaysia's largest co...