Künstliche Intelligenz News

 

AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers....

Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips....

Künstliche Intelligenz und Automatisierung gelten in der Volksrepublik als wirtschaftliche Heilsversprechen – und als mögliche Jobkiller. Auch in der Bevölkerung überwiegen mehr und mehr die Zukunftssorgen...

In der Ukraine verändert sich die Dynamik des Kriegs, Moskau greift deshalb zu einer gefürchteten neuen Waffe. Im Iran-Konflikt kündigte US-Präsident Donald Trump (79) einen Durchbruch in den Verhandlungen......

Musk: SpaceX Is Actively Seeking More AI Compute Customers, After Anthropic Deal By Sebatsian Moss of Data Center Dynamics SpaceX's xAI subsidiary is looking to score more data center compute lease deals, after it sold all of the capacity of Colossus I to Anthropic. That deal will see Grok's competitor pay $1.25 billion a month over the next three years for the 300MW facility. The deal can be terminated by either party, with 90 days' notice. "As the recently expanded partnership with Anthropic demonstrates, SpaceX is offering AI compute as a service at significant scale," CEO Elon Musk said. "We are in discussions with other companies to do the same. "Over time, especially with orbital data centers, we expect to serve AI at extremely high scale." In April, AI code editing startup Cursor announced that it would also be using space at xAI data centers - although SpaceX is set to acquire the business within 30 days of its IPO. SpaceX is expected to go public on Jun...

As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding critical American industries....

Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components....

First Andreessen, Now Goldman CEO Shuts Down AI Job-Apocalypse Doomerism Narrative Amid the flood of AI doomerism, from Pope Leo XIV's Monday warning that AI and the digital transformation of the economy could unleash "new forms of slavery" and mass job losses, to Bernie Sanders and unhinged socialists calling for a halt to data centers buildouts, a move that would conveniently cede compute power to communists in Beijing, a growing and emerging chorus of dystopian futurists is now trying to frame the AI boom as an existential labor-market crisis rather than the next productivity supercycle that arrives just in time as a demographic winter unfolds. Adding to recent comments from Netscape co-founder and Andreessen Horowitz (a16z) co-founder Marc Andreessen, who argued that AI-related job-loss fears are merely hysteria and that AI is actually arriving at the moment the nation needs it most: "We're going to have AI and robots precisely when we actually need them [with populations shrinking] to k...

Fujikura almost halved in value in the week through May 20 as investors rushed to dump its stock following a disappointing earnings forecast and lackluster medium-term plan....

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Leerverkäufer geraten bei mehreren US-Aktien zunehmend unter Druck. Laut S&P weisen insbesondere einige spekulative Wachstumswerte derzeit ein besonders hohes Shortsqueeze-Potenzial auf....

ADATA Technology said it will present a cloud-to-edge artificial intelligence ecosystem at COMPUTEX 2026, bringing together its enterprise storage brand TRUSTA, ADATA Industrial, gaming brand XPG, and AIoT unit ATrack to showcase hardware and software integrations across data centers, PCs, and edge devices. The company announced partnerships and cross-domain integrations with Nvidia, Intel, Advantech, Asus ROG, MSI, Gigabyte, ASRock, and Razer. It highlighted solutions aimed at reducing deployment costs and extending AI to smart living and mobility scenarios....

Longwell, a cable and connector supplier, said on May 25 that it has entered Nvidia's supply chain for the next-generation AI server platform after its high-power cables passed the latest chip platform certification and moved into market qualification and pilot production. Shipments were expected to begin in the second half of 2026, with volumes set to expand further in 2027, the company announced....

Castrol is expanding from supplying cooling fluids to providing liquid-cooling testing and lifecycle services for AI data centers, the firm announced, as demand for faster deployment and reliable operation grows. The company said its Silicon Valley laboratory opened in 2026 to deliver load bank testing and simulation of power and liquid-cooling infrastructure before customer site deployment, targeting containerized data centers and hyperscale environments....

J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock board on May 27 as the two firms target energy storage infrastructure for AI computing centers. The move responds to rising GPU power demands and aims to capture growth from the convergence of AI and energy in Taiwan and abroad....

Advantech has deepened partnerships with Nvidia, AMD, and South Korean startups to push a hybrid edge architecture for manufacturing AI, promising faster on-site inference and continuous cloud-driven model updates. Global manufacturers could use this approach to scale Physical AI across factories while managing compute, protocol, and sensor challenges for worldwide adoption....

Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices as part of an end-to-end offering for AI chips, addressing rising demand for GenAI and high-performance computing for memory capacity, bandwidth, and energy efficiency. The firm said it is leveraging its combined logic and memory processing capabilities, along with customer IP and product design services, to target AI workloads facing growing memory bandwidth and power constraints....

They face cuts to entry-level jobs. They're also highly sought after for their AI skills....

A $40 billion selloff in a 141-year-old Japanese cable firm has served as a reality check on the fragility of the global AI-driven stock rally....

Global banks are pouring billions into artificial intelligence yet struggling to automate workflows. Two ex-bankers say they are being hired to ignite the shift....