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21.08.26 - 05:06
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Anthropic venture acquires Casper Studios to expand enterprise AI services (Digitimes)
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Ode with Anthropic, an Anthropic venture arm, said it has acquired Casper Studios, a move that expands its enterprise artificial intelligence services as companies worldwide look for practical ways to deploy AI inside existing workflows. The deal underscores growing demand for partners that can turn experimentation into measurable business gains across global operations....
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21.08.26 - 04:24
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CPO gains momentum as AI interconnect demands outpace chip gains (Digitimes)
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The AI industry is watching the rise of co-packaged optics (CPO) as faster AI systems now depend on more efficient links between chips and data centers. At DIGITIMES Tech Forum 2026 in Taipei, analyst Jerry Zheng said the technology is moving toward mainstream adoption as bandwidth demand outpaces computing gains....
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21.08.26 - 04:06
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800VDC adoption in AI data centers is set to reshape power chip demand (Digitimes)
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A shift to 800VDC power architectures in next-generation AI data centers is gathering pace, with implications for GPU planning, power semiconductor demand, and rack design. Many vendors are preparing related products for 2026, as rising AI workloads push power systems toward a new scale. The trend may accelerate adoption across gallium nitride (GaN), silicon carbide (SiC), and Vertical Power Delivery (VPD) technologies....
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21.08.26 - 04:06
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Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter (Digitimes)
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Alibaba is signaling that its most capital-intensive bet yet — a three-year, CNY380 billion (US$56.33 billion) buildout of AI compute — is starting to compound into a self-reinforcing growth cycle, even as the near-term cost of that buildout shows up in a sharp swing in capital spending and a steep drop in group profitability....
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21.08.26 - 04:06
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Micron launches long-horizon research hub to push memory and AI development (Digitimes)
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Micron's new US research hub could influence how future AI systems are built, stored, and scaled, with implications that extend well beyond America. The planned US$10 billion effort targets breakthroughs in memory, advanced packaging, and new compute architectures that may shape global technology supply chains, energy use, and access to smarter devices....
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21.08.26 - 04:06
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Alibaba rebuilds itself around AI compute, P&L shows the bill (Digitimes)
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Alibaba Group's June quarter is the clearest statement yet that the company now runs as an AI infrastructure business with an e-commerce cash engine attached, rather than the other way around. Revenue rose 9% year-over-year to CNY268.95 billion (US$39.64 billion), but the composition of that growth, and the cost of buying it, matter more than the headline....
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21.08.26 - 04:06
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SK hynix outlines CPO roadmap as AI computing shifts from chips to systems (Digitimes)
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SK hynix has published a technical roadmap for co-packaged optics (CPO) in the journal Nature Electronics, positioning the world's largest supplier of high-bandwidth memory (HBM) to compete not just on individual chip performance but on how memory, processors, and networking are designed together as AI computing systems scale....
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