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"Conventional servers contain power semiconductors worth between $65-80. In an AI server, it s 850 to 1,800 US dollars, depending on the architecture," he told the company s annual general meeting, according to prepared remarks. ....
Microsoft CEO Satya Nadella has tapped Pradeep Sindhu, who co-founded networking gear developer Juniper Networks, to spearhead the network card effort, the report said citing a person with knowledge of the matter. Microsoft acquired Sindhu s server chip startup, Fungible, last year. ....
Super Micro Computer: "We speculate that the company s upside is importantly driven by earlier-than-expected hyperscale engagements, that are keen on deploying quickly liquid cooled racks that uniquely falls into Supermicro s area of expertise," Rosenblatt Securities analyst Hans Mosesmann wrote in a note. ....
Taiwan s leading IC substrate maker Unimicron Technology will invest NT$30 billion (US$981.03 million) to set up a new plant in Taiwan dedicated to production of IC substrates with high layer count and large area to cash in on the ever-expanding AI applications. ....