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29.07.26 - 06:06
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Corning bets on SiPh and CPO to drive AI data center growth (Digitimes)
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Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond traditional optical fiber and into silicon photonics (SiPh) and co-packaged optics (CPO) for next-generation AI data centers....
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29.07.26 - 06:06
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Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs (Digitimes)
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Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced Blackwell GPUs despite US export restrictions intended to keep such chips out of China, according to The Information. The report says K4 would be significantly larger than the recently launched Kimi K3, underscoring the growing computing demands of China's leading AI developers....
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29.07.26 - 05:54
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Über 1.000 Experten fordern KI-Bremsmechanismus (DPA-AFX)
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SAN FRANCISCO (dpa-AFX) - Mehr als 1.000 Mitarbeiter führender KI-Entwicklerfirmen sprechen sich dafür aus, die Voraussetzungen zum Bremsen des Fortschritts bei Künstlicher Intelligenz zu schaffen. Sie warnen vor einem Kontrollverlust und appellieren ......
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29.07.26 - 05:06
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SK Hynix prepares for prolonged memory tightness as AI infrastructure expands (Digitimes)
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SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints and shifting customer buying patterns. The South Korean chipmaker said it is expanding long-term agreements with major customers to lock in demand and support investment planning. The company also expects HBM and DRAM to remain key growth drivers into the second half of 2026....
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29.07.26 - 04:06
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Huawei targets 2027 glass substrate production to gain an edge in AI chips (Digitimes)
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Huawei is reportedly working through its domestic supply chain to begin mass production of semiconductor glass substrates in 2027, with plans to adopt the technology in its own AI chips. Industry sources said that if the strategy proceeds successfully, leadership in global semiconductor glass-substrate technology could gradually shift towards China....
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29.07.26 - 04:06
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AI shift to inference boosts CPU server demand across the supply chain (Digitimes)
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The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals a broader buildout in data centers, with implications for cloud costs, server makers, chip suppliers, and enterprise AI deployment worldwide....
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