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11.08.26 - 07:24
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$500 bn AI boom: Nvidia, Wall Street giants join hands for chip, data centre push (Times of India)
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Nvidia has joined forces with six prominent financial institutions to enhance AI infrastructure funding. The collaboration will see these firms create platforms aimed at financing companies that purchase Nvidia hardware. The goal is to harness over $500 billion in external capital, positioning AI chips as a fresh asset class that encourages the growth of AI technology and data centers....
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11.08.26 - 06:42
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Interview: Nvidia says networking is the core of AI computing as AI factories scale (Digitimes)
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Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads are pushing data centers to rely on networking, optics, packaging, cooling, power delivery and software co-design rather than raw accelerator counts. In a DIGITIMES interview, Nvidia Senior Vice President of Networking Gilad Shainer said the real unit of computing is now the entire data center, not an individual server....
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11.08.26 - 05:06
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Liying posts record July revenue as AI chip recycling demand rises (Digitimes)
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Liying Environmental Protection Technology reported record July 2026 revenue as demand tied to AI semiconductor production continued to rise. The company said the growth reflected stronger global appetite for AI chips, which has lifted advanced-process utilization in the semiconductor industry and increased the need for recycling and decarbonization services around key manufacturing chemicals....
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11.08.26 - 05:06
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Dynamic delays Thailand AI mass production, clouding 2026 revenue target (Digitimes)
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Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could make it harder for the PCB maker to achieve its goal of deriving 20% of sales from AI that year. For global readers, the timeline underscores how supply-chain bottlenecks can ripple through AI hardware markets....
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11.08.26 - 05:06
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Analysis: Google′s AI shake-up shifts power from star scientists to managers (Digitimes)
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Google has carried out its biggest artificial intelligence (AI) reorganization since merging Google Brain and DeepMind in 2023, putting Sundar Pichai and Koray Kavukcuoglu at the center of its AI strategy. The move ends the company's three-year scientist-led model and creates a clearer chain of command across research, models, products, and business. The implications extend beyond personnel, suggesting Google is prioritizing execution, accountability, and commercial returns over academic prestige....
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11.08.26 - 05:06
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Intel plans US$15B stock offering to fund AI-driven growth (Digitimes)
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Intel on August 10, 2026, announced plans to raise US$15 billion through an underwritten public offering of common stock, as the chipmaker seeks to strengthen its balance sheet and fund investments aimed at capturing growth opportunities from the artificial intelligence boom....
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11.08.26 - 05:06
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Iron Force Industrial expands into AI server cooling as auto market stays uneven (Digitimes)
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Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components for AI servers, a shift that could open new markets for precision manufacturers worldwide. The company is seeking steadier growth despite persistent pressure in the automotive sector....
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11.08.26 - 05:06
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IC distributors post strong July sales on AI, cloud, and infrastructure demand (Digitimes)
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Global technology upgrades and energy infrastructure build-outs are boosting chip and electronic component demand, with the latest results from major IC distributors pointing to strong momentum that could ripple through supply chains worldwide. Analysts say continued spending by cloud, AI, and industrial customers remains a key support for the sector....
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11.08.26 - 05:06
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Google′s Gemini delay puts pressure on its AI leadership (Digitimes)
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Google's repeated delays to Gemini 3.5 Pro are sharpening scrutiny of its AI strategy, as the company works to keep pace with OpenAI and Anthropic. In response, Google has elevated Koray Kavukcuoglu to oversee DeepMind operations, AI research, and the Gemini team, signaling a shift toward execution as much as research....
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