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IDC: Global Semiconductor Revenue to Hit $800B in 2025 on AI Demand - 📅 - The global semiconductor industry is heading into another record year, with revenue projected to hit $800 billion in 2025, according to new data from International Data Corporation (IDC). That figure represents a 17.6% increase from the $680 billion forecast for 2024, itself a year of strong recovery with 22.4% growth after a period of contraction.
IDC attributes the expansion primarily to data center demand, particularly the surge in AI infrastructure, accelerated computing, and networking technologies.
The compute segment of the semiconductor market is expected to grow 36% year-over-year to $349 billion in 2025, driven by hyperscale AI workloads. IDC projects this segment to sustain a [...]
IDC attributes the expansion primarily to data center demand, particularly the surge in AI infrastructure, accelerated computing, and networking technologies.
The compute segment of the semiconductor market is expected to grow 36% year-over-year to $349 billion in 2025, driven by hyperscale AI workloads. IDC projects this segment to sustain a [...]
Supermicro Rolls Out NVIDIA Blackwell Ultra Systems for AI Factories - 📅 - Supermicro has begun the global rollout of its NVIDIA Blackwell Ultra solutions, marking a significant milestone in the company's long-standing collaboration with NVIDIA. The announcement centers on the broad availability of Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks, pre-engineered and validated at system, rack, and even full data center scale.
These turnkey solutions are targeted at enterprises building the next generation of AI factories, where massive computational performance and efficiency are critical to training, inference, and deployment of advanced artificial intelligence models.
Charles Liang, president and CEO of Supermicro, highlighted the [...]
These turnkey solutions are targeted at enterprises building the next generation of AI factories, where massive computational performance and efficiency are critical to training, inference, and deployment of advanced artificial intelligence models.
Charles Liang, president and CEO of Supermicro, highlighted the [...]
Hostinger’s AI Assistant Kodee Saves €9M Yearly, Boosts Efficiency - 📅 - Hostinger, one of the fastest-growing hosting providers worldwide, has significantly expanded the capabilities of its AI-powered chat assistant, Kodee. The virtual assistant, which now performs more than 350 distinct tasks for customers, would save the company more than €750,000 each month - amounting to annualized savings of over €9 million - while also driving measurable improvements in client satisfaction.What began as a tool for answering queries has evolved into a proactive AI agent that directly executes tasks such as server security, website migration, speed optimization, and domain management.
Giedrius Zakaitis, Chief Product and Technology Officer at Hostinger, said that the [...]
Rad Web Hosting Now Offering VPS Hosting in France - 📅 - Rad Web Hosting, a leading provider of web hosting and cloud infrastructure solutions, has announced the launch of its new Virtual Private Server (VPS) hosting services in France. This expansion brings powerful, secure, and scalable VPS hosting closer to European clients, reinforcing the company’s mission to deliver reliable cloud solutions worldwide.The new France-based VPS hosting option offers businesses, developers, and entrepreneurs across Europe improved speed, ...Scintil Photonics Secures $58M to Scale Integrated Photonics for AI - 📅 - Scintil Photonics, a French deep-tech company specializing in heterogeneous integrated photonics, has raised $58 million (€50 million) in a Series B round to accelerate development and commercialization of its optical technologies designed for AI infrastructure.
The funding round was led by Yotta Capital Partners and NGP Capital, with additional backing from NVIDIA, BNP Paribas Développement, Supernova Invest, Bpifrance Digital Venture, Innovacom, Bosch Ventures, and Applied Ventures ITIC Innovation Fund. The investment underscores strong market confidence in Scintil's ability to address the bandwidth, latency, and efficiency challenges at the core of modern AI data centers.
The [...]
The funding round was led by Yotta Capital Partners and NGP Capital, with additional backing from NVIDIA, BNP Paribas Développement, Supernova Invest, Bpifrance Digital Venture, Innovacom, Bosch Ventures, and Applied Ventures ITIC Innovation Fund. The investment underscores strong market confidence in Scintil's ability to address the bandwidth, latency, and efficiency challenges at the core of modern AI data centers.
The [...]
CIQ Adds NVIDIA CUDA to Rocky Linux for Faster GPU Use - 📅 - CIQ, the founding partner behind Rocky Linux, has announced a collaboration with NVIDIA that could reshape how enterprises deploy GPU-accelerated computing at scale. The company will integrate the NVIDIA CUDA Toolkit directly into its Rocky Linux offerings, creating a validated, ready-to-run environment for artificial intelligence, machine learning, and high-performance computing workloads.
The move is designed to eliminate long-standing challenges around GPU deployment, where organizations often spend weeks manually integrating and configuring CUDA libraries and drivers.
With the CUDA Toolkit natively available in Rocky Linux, users gain immediate access to NVIDIA's optimized libraries [...]
The move is designed to eliminate long-standing challenges around GPU deployment, where organizations often spend weeks manually integrating and configuring CUDA libraries and drivers.
With the CUDA Toolkit natively available in Rocky Linux, users gain immediate access to NVIDIA's optimized libraries [...]
Yondr Sells Malaysia Johor Data Center to Vantage, Refocuses West - 📅 - Yondr Group has announced the sale of its hyperscale data center campus in Johor, Malaysia, to Vantage Data Centers, marking a shift in strategic focus for the London-based developer. The deal, expected to close in the fourth quarter of 2025 pending regulatory approval, will see Vantage expand its presence in Southeast Asia while Yondr concentrates resources on North America and Europe.
The Johor campus, which was delivered several months ahead of schedule, highlights Yondr's capability to design, build, and operate large-scale infrastructure at speed. According to Yondr CEO Aaron Wangenheim, the project exemplifies the company's execution strength and demonstrates why Vantage, with its [...]
The Johor campus, which was delivered several months ahead of schedule, highlights Yondr's capability to design, build, and operate large-scale infrastructure at speed. According to Yondr CEO Aaron Wangenheim, the project exemplifies the company's execution strength and demonstrates why Vantage, with its [...]
Oracle Wins NATO Cloud Deal and $300B OpenAI AI Capacity Pact - 📅 - Oracle is making major strides in expanding its global cloud presence, with two significant developments highlighting the growing strategic role of its infrastructure. On one front, the NATO Communications and Information Agency (NCIA) has chosen Oracle Cloud Infrastructure (OCI) as the platform to migrate its mission-critical workloads.
In parallel, Oracle has reportedly secured a landmark agreement with OpenAI, valued at around $300 billion over five years, to provide massive computing capacity that would position Oracle among the largest players in the AI-driven cloud market.
For NATO, the migration to OCI represents a foundational shift in how the Alliance will handle its most [...]
In parallel, Oracle has reportedly secured a landmark agreement with OpenAI, valued at around $300 billion over five years, to provide massive computing capacity that would position Oracle among the largest players in the AI-driven cloud market.
For NATO, the migration to OCI represents a foundational shift in how the Alliance will handle its most [...]
Bain Capital to Sell China Data Center Arm to Hec Tech for $4B - 📅 - Bain Capital has agreed to divest its China-based data center operations in a landmark $4 billion deal, underscoring the growing importance of hyperscale infrastructure as demand for artificial intelligence computing accelerates across Asia. According to Reuters, the U.S. private equity firm will sell WinTriX DC Group's mainland China business to a consortium led by Guangdong Hec Technology, marking one of the region's largest data center transactions this year.
The deal values the company at approximately 36 billion yuan ($5 billion). The buyer consortium, which includes institutional investors and local government funds, is expected to finalize the purchase in the first quarter of 2026 [...]
The deal values the company at approximately 36 billion yuan ($5 billion). The buyer consortium, which includes institutional investors and local government funds, is expected to finalize the purchase in the first quarter of 2026 [...]
Cisco Advances SOC With Splunk Agentic AI for Faster Threat Response - 📅 - Cisco has unveiled a new wave of artificial intelligence capabilities designed to transform the operations of the Security Operations Center (SOC). The company announced the release of Splunk Enterprise Security Essentials Edition and Splunk Enterprise Security Premier Edition, two updated offerings built on Splunk Enterprise Security 8.2, its widely used Security Information and Event Management (SIEM) solution.
Both options place "agentic AI" at the center of security workflows, aiming to streamline detection, investigation, and response processes while reducing operational complexity.
The move follows Cisco's acquisition of Splunk, and underscores how central the platform has become [...]
Both options place "agentic AI" at the center of security workflows, aiming to streamline detection, investigation, and response processes while reducing operational complexity.
The move follows Cisco's acquisition of Splunk, and underscores how central the platform has become [...]