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Jul 20Mon
  1. AMD Official Announcements72

    Microsoft to Deploy Next-Gen AMD Instinct and AMD EPYC Processors as the Companies Expand Their Long-Term Strategic Partnership

    AMD announced an expanded long-term strategic partnership with Microsoft, which will deploy the AMD Helios Rackscale Solution at scale on Azure for frontier model inference, its own AI customers, and Azure AI services.

    Why it matters: The official announcement specifies the concrete vehicle and product composition of the partnership, helping readers understand how the two companies divide roles in AI infrastructure and the pace of deployment.

Jul 10Fri
  1. TrendForce Insights Semiconductor Industry Insights41

    From Backup Power to Critical Infrastructure, AIDC Is Rewriting the Energy Storage Playbook

    TrendForce analysis indicates that large-scale AI data center (AIDC) deployments in 2026 are pushing energy storage from an optional add-on to critical infrastructure. North America urgently needs storage to secure 24/7 power given gas generation's 40-50% share and tight supply of large gas turbines; China has made compute-power coordination part of new infrastructure, making 4-8 hour long-duration storage standard for compute hubs. AIDC storage is deployed on both the data center side and the power generation side, and NVIDIA's 800V DC architecture white paper proposes facility-level and rack-level two-tier storage schemes.

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