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23.09.26 - 08:06
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Gigabyte′s Giga Computing sets up AI factory in Taiwan to accelerate rack validation (Digitimes)
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Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first half of 2026, revenue reached NT$249.272 billion (US$7.9 billion), up 48.4% year-over-year; net profit after tax was NT$11.875 billion (US$373.3 million), up 92.6%; and earnings per share (EPS) hit NT$17.73, all record highs for the same period....
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23.09.26 - 08:06
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Nvidia′s 800V power shift hands Taiwan′s capacitor makers a new AI segment (Digitimes)
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As AI computing workloads surge, demand for higher GPU and CPU performance is triggering exponential growth in data center power density and energy consumption. Nvidia's transition toward an 800V high-voltage direct current (HVDC) power architecture is driving hardware upgrades across sidecar power cabinets and battery backup units (BBUs), while spurring demand for customized high-voltage NP0 (C0G) multilayer ceramic capacitors (MLCCs)....
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23.09.26 - 08:01
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Alibaba dreht den Nvidia-Spieß um: Vom Kunden zum KI-Konkurrenten (Ariva)
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Alibaba bläst zum Angriff auf Nvidia: Mit einem neuen KI-Chip, riesigen Rechenzentren und eigenen Modellen will der chinesische Tech-Konzern vom Kunden zum Konkurrenten werden. Doch kann T-Head wirklich mit Nvidia mithalten? Alibaba will nicht länger nur Nvidia-Chips kaufen – der chinesische Tech-Gigant baut seine eigene KI-Chip-Offensive auf. Mit einem neuen Hochleistungsprozessor und Milliardeninvestitionen in Rechenzentren fordert der Konzern die Dominanz des US-Chipriesen heraus. Die Vorstellung der ......
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23.09.26 - 07:48
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Meta sei Dank: KI-Aktien nehmen wieder Fahrt auf (Der Aktionaer)
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Metas neuer KI-Assistent Muse hat in der aktuell laufenden Handelswoche die Stimmung im gesamten KI-Sektor deutlich verbessert. Die Anwendung stieg in den USA zur meistgeladenen kostenlosen App im Apple-App-Store auf und überholte dabei unter anderem ChatGPT....
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23.09.26 - 07:36
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How would AI actually ′kill all humans′? Here are the top five most likely scenarios | Toby Walsh (The Guardian)
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From a dangerous new bioweapon to total societal breakdown, is a 'superintelligent' AI capable of wiping out humanity?Earlier this month, artificial intelligence researcher Jacob Coxon resigned from Anthropic after just four months. In an announcement on X, he stated: “The people building AI earnestly believe that it could kill us all by the end of the decade.”A senior member of Anthropic's staff, Evan Hubinger, actually agreed with Coxon, adding he personally thinks the chance of this happening in the next decade is more than 10%. Continue reading......
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23.09.26 - 07:24
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AI looms large over Trump-Xi meeting amid deep distrust between US and China (The Guardian)
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Fears persist about Trump 'sucking up' to Xi on Taiwan, but few concrete outcomes anticipated from US meetingWhen Xi Jinping, China's leader, touches down in Maryland on Wednesday, he will step out into the arms – perhaps a hug, if Donald Trump's wishes come true – of a US president who has shown China more bonhomie than any of his recent predecessors.The meeting between Xi and Trump this week will be the second time that the leaders of the world's two biggest economies have talked face to face this year. At the previous summit, held in Beijing in May, there was much talk of building a “strategic stability” between the two powers. But there was little by way of concrete outcomes: the countries remain at loggerheads over trade, export controls and geopolitics. Continue reading......
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