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WHTop → 📋 News → Intel Shows Stabilization, but AI Transition Still Unproven
Intel Shows Stabilization, but AI Transition Still Unproven
📅 - Intel's fourth-quarter and full-year 2025 results underline a company still in the middle of a difficult transition, showing operational stabilization but limited evidence yet of a sustained growth inflection. While management points to progress in execution and technology milestones, the financials reveal an organization that remains under margin pressure, heavily reliant on cost control, and exposed to intense competitive dynamics in both CPUs and AI.
At the top line, Intel's performance remains muted. Fourth-quarter revenue of $13.7 billion declined 4 percent year over year, while full-year revenue of $52.9 billion was effectively flat. This lack of growth stands in contrast to broader [...][... Check source for end of article ...]
📅 - Tencent Cloud Pushes Open AI Strategy at Davos - Tencent Cloud used the global stage of the World Economic Forum Annual Meeting in Davos last week to outline how it sees artificial intelligence moving from hype to practical value. Speaking in Davos, Switzerland, Dowson Tong, Senior Executive Vice-President of Tencent and CEO of Tencent Cloud and Smart Industries Group, argued that the next phase of AI adoption will be driven not by a single dominant model, but by open ecosystems.
These open AI models would allow enterprises and consumers to select models best suited to real-world use cases. The message comes as governments, businesses, and technology leaders gathered in Davos to debate how AI can support economic growth while remaining [...]
📅 - EU Proposes Digital Networks Act to Reshape Connectivity Rules - The European Commission has proposed a new Digital Networks Act to modernize and harmonize EU rules for fixed and mobile connectivity. Part of the EU's digital competitiveness agenda, the initiative aims to encourage investment in high-capacity networks that underpin economic growth, innovation, and Europe's strategic digital autonomy.
The initiative, announced in Brussels and now moving into the legislative process, responds to growing concerns that fragmented national regulations and legacy infrastructure are slowing Europe's ability to compete globally in areas such as cloud computing, artificial intelligence, and advanced digital services.
At the heart of the Digital Networks Act is [...]
📅 - Applied Digital Breaks Ground on 430MW Delta Forge AI Campus - Applied Digital has begun construction on Delta Forge 1, a large-scale artificial intelligence data center campus designed to meet the surging infrastructure demands of hyperscale AI deployments. The project marks a significant expansion for the U.S.-based digital infrastructure provider as it seeks to position itself at the center of the rapidly intensifying race to convert electrical power into usable AI compute.
The campus, located in a strategic southern U.S. state, is being developed at a moment when enterprises, cloud providers, and AI platform companies are facing mounting constraints around power availability, grid interconnection timelines, and the operational complexity of [...]
📅 - Dell’Oro: Distributed Cloud Networking Set to Redefine the WAN - Distributed Cloud Networking is emerging as a core architectural model for enterprise connectivity as organizations adapt their wide area networks to the realities of AI-era applications. According to a recently published report by U.S.-based research firm Dell'Oro Group, global Distributed Cloud Networking (DCN) revenue is projected to reach $21 billion by 2029.
The forecast, released this year and covering worldwide enterprise and service provider adoption, reflects a compound annual growth rate of 30 percent and signals a structural shift in how WANs are designed and operated.
The timing of the report reflects mounting pressure on traditional WAN architectures. Enterprises are [...]
📅 - TrendForce Study: Global AI Server Shipments Surge 28% in 2026 - Global shipments of AI servers are set to accelerate sharply in 2026, driven by rising inference workloads, renewed cloud investment cycles, and the growing adoption of custom silicon. According to new market research by TrendForce, worldwide AI server shipments are forecast to grow by more than 28% year over year, significantly outpacing the broader server market, which is expected to expand by 12.8% during the same period.
The outlook reflects a structural shift in how cloud service providers deploy AI infrastructure and monetize artificial intelligence at scale.
The forecast comes as North American hyperscalers continue to pour capital into AI-focused data center expansion. TrendForce [...]
📅 - Sapience AI Targets European AI Compute Market with New Funding - Society Pass is making a strategic move into the fast-growing artificial intelligence infrastructure market as global demand for AI computing accelerates. The Nasdaq-listed company, which operates a digital consumer ecosystem across Southeast Asia, announced this week that it has completed a US$8.8 million minority investment in Slovakia-based Sapience AI, an emerging AI data center startup focused on high-performance GPU cloud services.
The investment comes amid projections from Markets and Markets that the global AI market will expand from an estimated US$371 billion in 2025 to US$2.4 trillion by 2032, driven by a compound annual growth rate of more than 30 percent.