Identiv

China’s ByteDance is expanding its AI workforce in the US by 100 engineers for its Seed R&D team, media report, and tap Taiwan’s Inventec for high end AI servers. Inventec Chairman Sam Yeh said AI server revenue grew 40% last year and he expects a new record this year. Inventec serves China and US clients. $Amazon(AMZN.US) $Microsoft(MSFT.US) $Alphabet(GOOGL.US) #bytedance

Source: Dan Nystedt

Rumor: Google is expanding TPU-based server production to Taiwan’s Inventec, a longtime supplier of Google’s server mainboards, media report. Inventec is expected to make the TPU servers at its new Texas plant. Currently, all Google AI server assembly (L10) is done in-house or by Celestica. Inventec recently announced a US$1 billion 2026 capex plan to double AI server production. $Alphabet(GOOGL.US) $Celestica(CLS.US) #Inventec #AIservers #TPU #semiconductors

Source: Dan Nystedt

Taiwan AI server maker Inventec plans to double capex this year to US$1 billion or more amid continued strong demand for AI computing, media report, adding servers based on ASIC chips (non-Nvidia) will make up 50% of server shipments for Inventec this year. The company’s AI server shipments doubled last year, and accounted for 50% of overall server shipments. $Alibaba(BABA.US) $Baidu(BIDU.US) $Meta Platforms(META.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) #inventec #AIserver

Source: Dan Nystedt

Taiwan AI Server maker Inventec said it will invest NT$4.3 billion to renovate a plant and expand capacity in Thailand, media report, noting the plant makes laptops, servers, other products. #Inventec #Thailand #AIserver

Source: Dan Nystedt