A new DIGITIMES Intelligence report flags 800VDC architecture as the next battleground for AI data centers, with GaN and SiC semiconductors positioned to capture the power-delivery upgrade cycle.
Microsoft unveiled the Surface Ultra, a $2,599 AI laptop powered by Nvidia’s RTX Spark chip, ships October 16. Here’s what the hybrid-intelligence push means.
AMD CEO Lisa Su forecasts sustained extremely high semiconductor demand from AI growth, as NVIDIA leads a broader information technology sector rally.
Navitas Semiconductor (NVTS) and Microchip Technology launch a new 800V DC-to-6V DC reference design aimed at improving efficiency in AI data center infrastructure.
An NYT investigation reports Meta classified AI data centers as pilot research projects, cutting its tax bill from $700 million in 2023 to over $3 billion by 2025 — but tax experts warn the IRS may not agree.
Amazon will invest over $1 billion in communities hosting its data centers as political backlash grows. Here’s what the $220B capex surge means for investors.
SpintronicsAI Semiconductors signed an MoU with CSIR-CEERI to assess building India’s first indigenous Gallium Nitride chip fabrication facility.
South Korea’s SEMIFIVE signed a turnkey contract with Mobilint to develop a robotics AI chip under the government-backed K-On-Device AI Semiconductor program.
Samsung Electronics unveils plans to quadruple its semiconductor foundry customer base by 2029 compared to 2017 levels, deepening its AI-chip manufacturing push.
Senate Democrats led by Elizabeth Warren sent letters to four Big Tech CEOs demanding details on AI and data center tax breaks tied to 2025 legislation.
