Künstliche Intelligenz News

 

Infineon blickt nach dem zweiten Geschäftsquartal dank der anhaltend hohen Nachfrage rund um das Top-Thema Künstliche Intelligenz (KI) optimistischer auf das laufende Fiskaljahr 2025/26 (30. September). „Im zweiten Halbjahr werden wir stärker als bislang erwartet wachsen, ein breiterer Aufschwung vieler Endmärkte ist in Sicht“, sagte Vorstandschef Jochen Hanebeck gestern bei der Vorlage der Quartalszahlen....

Advances in artificial-intelligence can strengthen markets' defense against cyber threats but the technology now has the capacity to cause a macro-financial shock too, the IMF warns....

Taiwan Semiconductor Manufacturing Co. reported a 17.5% increase in its sales, highlighting sustained spending by hyperscalers bankrolling the AI boom....

TSMC (TWSE: 2330, NYSE: TSM) on Friday reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5 percent from the same month a year ago, though down 1.1 percent from March 2026....

Das Weiße Haus hat den „Star Wars“-Schauspieler Mark Hamill am Donnerstag als „krankes Individuum“ bezeichnet. Anlass ist ein auf einem Social-Media-Konto des Schauspielers veröffentlichtes, KI-generiertes Bild, das US-Präsident Donald Trump in einem Grab zeigt....

Zwar wächst CoreWeave rasant, doch die Aktie fällt nach Börsenschluss um bis zu zehn Prozent. Der Ausblick enttäuscht und die Kosten explodieren. Anleger fragen sich: Ist der KI-Hype zu teuer geworden?...

Der Deutsche Jakob Uszkoreit schrieb einst bei Google einen der wichtigsten KI-Aufsätze der Welt. Hier erklärt der Start-up-Gründer, wie KI-Chatbots die Kreativität von Millionen freisetzen, wie Google im Rennen um KI aufholt – und was Europa jetzt tun muss, um nicht abgehängt zu werden....

Die Kopfhörer sollen Siri Informationen über die Umgebung liefern und neue Alltagsfunktionen ermöglichen. Für Apple wären sie ein wichtiger Schritt im Rennen um neue KI-Geräte....

Baidu Inc.'s chip unit Kunlunxin is planning an initial public offering on Shanghai's Nasdaq-style bourse in addition to a separate listing plan in Hong Kong as the Chinese search engine giant looks to taps investor appetite for semiconductor stocks....

Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region, the companies announced. The collaboration, revealed in early May, will see Compal supply GPU server systems and high-density, liquid-cooled AI platforms tailored for large-context model training and high-concurrency inference workloads....

AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across the server CPU market and shifting attention back toward x86 computing infrastructure....

Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia and rising processing fees, drove a sharp acceleration in both revenue and profit during the first quarter of 2026....

Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on year and down 2.63% sequentially, driven by shipments of AI products and orders from hyperscale cloud service providers. The network equipment maker said operating profit reached NT$10.049 billion, up 70.16% year on year and up 10.28% quarter on quarter, while net profit after tax was NT$8.341 billion, up 62.68% year on year and down 0.18% sequentially....

WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to AI-driven demand and sustained capital spending by major cloud service providers, the IC distributor disclosed after an earnings call on May 7....

Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten an 18-day walkout and the dispute puts renewed scrutiny on the company's decades-old performance-pay system....

Die teure Swisscom stört sich an Rabatten der Konkurrenz. Der Wettbewerb zwischen den Telekomfirmen wird härter, auch bei der Infrastruktur. Der Swisscom-CEO sucht einen Ausweg....

Tencent Holdings Ltd. and Alibaba Group Holding Ltd. earnings will be shaped by rising artificial intelligence investment costs and growing competition in China's AI sector, following DeepSeek's high-profile V4 model launch....

Uber Says AI Is Writing More Code and Slowing Hiring Growth Uber Technologies, Inc. is expanding its use of AI tools and using some of those efficiency gains to slow the pace of hiring, according to Business Insider. Speaking on the company's first quarter earnings call, CEO Dara Khosrowshahi said autonomous coding agents now account for about 10% of Uber's code updates. Engineers still review that output before it is committed to internal repositories, but he said the shift offers an early glimpse of how AI can accelerate software development. Business Insider writes that Uber has long relied on machine learning for customer facing functions such as setting ride prices and pairing drivers with riders. Now the company is rolling out similar tools across internal teams. “We're seeing uptake of these tools, whether it's our legal team or marketing team or developers,” Khosrowshahi said. “We think it's creating kind of employees with superpowers.” That broader adoption is influencin...

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Group's push into green-powered data centers is driving gains in its energy units....