Quanta

Digitime reports on TW suppliers feeling pressure from mainland ODMs Huaqin & Luxshare winning HP & Dell orders. Quanta, Compal, Wistron & Inventec are the big TW ODMs. Aside from lower cost, this allows OEMs to secure mainland supply…

Texas just exposed the real AI bottleneck and it will make already powered data centers dramatically more valuable. ERCOT’s large load queue exploded from 63 GW to 474 GW in only 18 months, more than five times Texas’ record peak demand…

Wow, X Square’s robot is already working at lululemon! QUANTA X1 Pro is now moving and sorting parcels at the Wuhan distribution center lululemon built with SF Group. Getting from a demo into a customer’s daily operations is what really…

Humanoid robots are moving deeper into everyday logistics. The QUANTA X1 Pro by @XSquareRobot is now operating at @lululemon Wuhan Distribution Center, handling and organizing parcels on the logistics line as part of daily operations. What…

AI inference is about to create a second trillion dollar supply chain because inference is expected to rise from 30% of demand in 2023 to 75% by 2030 (Save this). That means every chatbot, coding assistant, search engine and AI agent will…

AI is about to become the biggest fossil fuel customer on earth (Save this). BloombergNEF's data shows incremental generation needed for data centers climbing from a rounding error in 2025 to roughly 1,350 TWh by 2035 and the two largest…

We need more compute than ever before because AI is moving into the everyday operations of ordinary businesses (Save this). The chart shows that 22.4% of firms are already using AI in their regular business functions, while another 25.9%…