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AWS has said it will invest $12.7 billion in cloud infrastructure in India to meet growing demand. The investments will be made between now and 2030 and build on several other investments.
Taiwan-based ODM Wiwynn has initiated shipments of AI training servers, which currently only account for a small portion of the company's revenue but are projected to increase significantly by 2024.
According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising, driven by AI applications such as LLMs.
Cloud data center industry is expected to register 10% CAGR between 2023 and 2032 propelled by increased adoption of cloud-based services....
Nearly 65% of Taiwan-made servers were bound for the US between January and March, according to data from Taiwan's Ministry of Economic Affairs (MOEA).