Richard Brown·Jun 18Taiwan Hardware Makers Move From Selling Racks to Selling Data CentersFor most of the AI boom, Taiwan’s role in the data center has been to build the racks. TSMC supplied the chips, Foxconn and its peers…
Richard Brown·Jun 17AI Leaves the Data Center for the Hospital WardAt Nvidia’s GTC Taipei this month, headlines focused on Vera Rubin, the company’s next-generation AI server platform. Yet a lower-profile…
Richard Brown·Jun 16Heat Removal Is Becoming Core AI InfrastructureTaiwan’s cooling specialists posted May numbers that deserve more attention than thermal components usually get. As chips run hotter and…
Richard Brown·Jun 15The Numbers Behind the AI Server Noise at ComputexMay’s revenue reports from Taiwan’s server makers confirm Jensen Huang’s core message at Computex 2026 that the global AI infrastructure…
Richard Brown·Jun 13Computex 2026: The Quiet Rise of Optical InterconnectsOne of the most significant trends at Computex 2026 was optical interconnects, the technology that moves data between chips as photons…
Richard Brown·Jun 12Computex 2026: The PC Is Splitting in TwoTwo numbers from Computex 2026 tell you everything about where the PC is heading: US$2,200 and 95 percent. The first is the estimated…
Richard Brown·Jun 11Computex 2026: Taming the Megawatt RackAs AI racks race toward a megawatt each, the hardest problems in the data center have become getting power in and heat out. At Computex…
Richard Brown·Jun 10Computex 2026: A New Chip Industry Map EmergesThe old battle lines of the silicon world are dissolving. Nvidia has entered the CPU market, Arm is promoting its own data center chips…
Richard Brown·Jun 9Computex 2026: Why Taiwan Drives the AI Infrastructure Build-OutComputex 2026 made one thing crystal clear: the biggest challenge in the AI boom is no longer designing faster chips. It is turning those…
Richard Brown·Jun 8Computex 2026: The Agentic Computing Era BeginsNvidia added CPUs to its repertoire at Computex 2026 in pursuit of its agentic computing vision. The message echoed throughout the show…