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30.06.26 - 06:42
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Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook (Digitimes)
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The networking industry is entering its traditional third-quarter peak season, with demand remaining robust in 2026 as AI infrastructure upgrades and the adoption of Wi-Fi 7 continue to drive orders. However, tightening supplies and rising prices for memory, passive components, and other key parts are beginning to disrupt customers' procurement schedules, emerging as one of the industry's most significant variables for the second half of the year....
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30.06.26 - 05:06
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EU′s push for cloud sovereignty draws fragmentation warnings (Digitimes)
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The EU is accelerating efforts to cut reliance on foreign cloud, AI, and semiconductor suppliers as it seeks to block so-called "kill switch" risks, with plans to introduce the Cloud and AI Development Act (CADA), alongside a Chips Act 2.0, in a bid to strengthen technology sovereignty and reduce external dependence. But an InfoWorld analysis says the policy, framed as digital sovereignty, may not make the market safer and could instead worsen fragmentation, procurement confusion, and vendor consolidation....
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30.06.26 - 05:06
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Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted (Digitimes)
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As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors have disrupted normal business cycles across many applications, making seasonal patterns far less predictable. According to industry sources, this season is particularly uncertain. Rising component prices and supply shortages have made downstream procurement behavior and end-market consumption patterns more difficult to predict than in the past. Demand signals that the industry once relied upon have become distorted....
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30.06.26 - 01:36
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Red Hat sees cloud-to-edge shift in Taiwan AI deployment (Digitimes)
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Enterprises are increasingly moving AI deployments from public cloud to on-premises systems as demand rises for data sovereignty, compliance, and local data control. Irene Sun, general manager for Red Hat Taiwan, said the same shift is taking hold in Taiwan, where companies are paying far more attention to who controls critical data, core models, and computing environments....
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30.06.26 - 01:36
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Arm says it tops 50% share in hyperscale cloud as x86 grip slips (Digitimes)
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Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout....
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29.06.26 - 12:12
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Google Cloud to Offer Specialist AI Models for Science Research (Bloomberg)
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Alphabet Inc.'s Google will start offering specialist artificial intelligence models from software company SandboxAQ through its cloud service, expanding enterprise and research access to technology designed to accelerate drug discovery, materials science and semiconductor manufacturing....
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26.06.26 - 11:15
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Brüssel nimmt Cloud-Anbieter von Amazon und Microsoft ins Visier (Tichys Einblick)
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Die Europäische Union steht geopolitisch auf tönernen Füßen, sie hat sich mit einer beinharten und ebenso infantilen Ideologie auf den zentralen Spielfeldern unserer Zeit selbst aus dem Spiel genommen. Das ist die nüchterne Lagebeschreibung. Weder in der Energiepolitik noch in der Machtpolitik oder in den ökonomischen Zukunftssektoren – der digitalen Welt, der Robotik, dem Automobilbau
Der Beitrag Brüssel nimmt Cloud-Anbieter von Amazon und Microsoft ins Visier erschien zuerst auf Tichys Einblick....
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