https://gridtochip.site/parts/servers-racks-and-integration/motherboards-cpu-trays-switch-trays News and posts about Motherboards, CPU trays, switch trays on GridToChip https://www.tomshardware.com/pc-components/motherboards/gigabyte-z890m-aorus-elite-wifi7-motherboard-review Fri, 23 Oct 2026 15:00:00 GMT Tom's Hardware https://www.datacenterdynamics.com/en/news/ibm-infrastructure-revenue-bounces-back-after-q2-drop Thu, 22 Oct 2026 16:22:38 GMT IBM's CEO highlighted the positive momentum expected from sovereign AI initiatives boosting infrastructure revenue after a dip in the second quarter. (Data Center Dynamics) https://news.skhynix.com/en/ai-infrastructure-insight-ep4 Thu, 22 Oct 2026 06:00:37 GMT Effective real-world AI application requires improvements across faster compute, wider memory bandwidth, higher-performance networking, better storage, and more stable power infrastructure. (newsroom:sk-hynix) https://www.digitimes.com/news/a20261022PD211/amazon-cash-flow-infrastructure-equipment-2026.html Thu, 22 Oct 2026 03:28:53 GMT Amazon's planned $220B AI CAPEX for 2026 is hampered by power and construction delays, causing hardware like server racks to stockpile in warehouses. (DigiTimes) https://www.digitimes.com/news/a20261021VL204/supermicro-demand-sales-revenue-gross-margin.html Wed, 21 Oct 2026 01:51:57 GMT Supermicro updated its sales forecasts upwards due to stronger demand for its AI platforms and a favorable product mix. (DigiTimes) https://www.digitimes.com/news/a20261015PD238/semi-supply-chain-2035-ceo-taiwan.html Fri, 16 Oct 2026 17:53:00 GMT SEMI's CEO predicts the semiconductor industry will achieve $2 trillion in revenue by 2035, driven by AI and quantum computing growth. (DigiTimes) https://www.digitimes.com/news/a20261015PD227/nvidia-switch-taiwan-transmission-materials.html Thu, 15 Oct 2026 23:57:08 GMT Nvidia presented a PTFE switch board at OCP and announced partnerships with Taiwanese firms. (DigiTimes) https://www.digitimes.com/news/a20261015VL210/idc-infrastructure-forecast-equipment-worldwide.html Thu, 15 Oct 2026 03:14:59 GMT IDC forecasts that global spending on Open Compute Project (OCP) recognized IT infrastructure equipment will reach approximately $800 billion by 2029. (DigiTimes) https://www.theregister.com/systems/2026/10/14/new-motherboards-old-ram-plenty-of-life-left-in-yesterdays-pcs/5303018 Wed, 14 Oct 2026 15:00:00 GMT The article discusses the resurgence of using DDR4 memory and older hardware for computing due to rising costs and software alternatives. (The Register) https://www.digitimes.com/news/a20261014PD206/cisco-chips-capacity-technology-cooling.html Wed, 14 Oct 2026 03:30:49 GMT Cisco is expanding its AI networking capabilities by deploying new switches powered by high-performance silicon and the SONiC operating system across various data center sites. (DigiTimes) https://www.theregister.com/systems/2026/10/12/amd-unveils-helion-racks-for-ai-agents-at-ocp-summit/5302652 Mon, 12 Oct 2026 15:51:36 GMT AMD introduced Helion racks designed for AI agents, featuring CPU-only and mixed CPU/GPU configurations slated for release in November. (The Register) https://www.digitimes.com/news/a20261012PD220/hardware-data-center-data-liquid-cooling-infrastructure.html Mon, 12 Oct 2026 03:17:44 GMT Taiwanese manufacturers are scheduled to present various AI data center hardware components, including rack systems, cooling solutions, and power equipment, at the upcoming OCP Summit in San Jose. (DigiTimes) https://www.digitimes.com/news/a20261006PD217/pcb-supplier-manufacturing-performance-hpc.html Tue, 06 Oct 2026 04:15:35 GMT The shift to 3.2T optical interconnects is necessitating a redesign of server PCBs, which has significantly narrowed the viable supplier base to only three companies. (DigiTimes) https://www.hpcwire.com/2026/09/25/huawei-and-alibaba-tout-progress-in-ai-chip-clusters-and-models Fri, 25 Sep 2026 20:40:47 GMT Huawei showcased new products and offerings, including AI chips and clusters, while Alibaba announced new chips, servers, and AI models to advance AI scale. (HPCwire) https://www.digitimes.com/news/a20260925VL206/anthropic-infrastructure-hardware-revenue-capacity.html Fri, 25 Sep 2026 09:20:19 GMT Akamai plans to invest $5.5 billion to expand its cloud infrastructure and server capacity following a $11.6 billion, seven-year agreement with Anthropic. (DigiTimes) https://www.servethehome.com/asrock-rack-soranod8-2l2t-review-a-new-amd-epyc-8005-sorano-motherboard Thu, 24 Sep 2026 23:17:57 GMT ASRock Rack launched a new motherboard, the SORANOD8-2L2T, designed for the AMD EPYC 8005 Sorano series processor. (ServeTheHome) https://www.hpcwire.com/off-the-wire/eurohpc-builds-hpc-and-ai-ties-with-latin-america-and-the-caribbean Thu, 24 Sep 2026 17:22:23 GMT EuroHPC launched the EU-LAC Supercomputing Network for AI to enhance HPC and AI cooperation between Latin America, the Caribbean, and the European Union. (HPCwire) https://www.digitimes.com/news/a20260923PD241/asrock-revenue-ipc-north-america-demand.html Thu, 24 Sep 2026 08:11:51 GMT ASRock Industrial reported a significant revenue increase in the first half of 2026, driven by a major North American contract and expansion into edge computing applications. (DigiTimes) https://www.digitimes.com/news/a20260923PD209/asrock-revenue-2027-component-demand.html Thu, 24 Sep 2026 00:14:07 GMT ASRock Industrial secured a long-term North American game-streaming services project, suggesting revenue stability despite ongoing component shortages and pricing concerns. (DigiTimes) https://www.digitimes.com/news/a20260922PD229/asrock-business-revenue-2026-ipc.html Wed, 23 Sep 2026 00:17:56 GMT ASRock is strategically shifting its focus from motherboards towards AI servers and edge computing solutions. (DigiTimes) https://www.hpcwire.com/off-the-wire/internet2-and-cisco-add-ai-capacity-to-the-national-research-platform Tue, 22 Sep 2026 19:52:11 GMT Internet2 and Cisco are deploying new AI PODs at two universities to increase shared computing capacity for research and education. (HPCwire) https://www.hpcwire.com/off-the-wire/huawei-unveils-new-unifiedbus-computing-architecture-for-superpods-and-clusters Mon, 21 Sep 2026 17:59:06 GMT Huawei introduced the UnifiedBus interconnect architecture and associated computing products designed for large superPoDs and clusters. (HPCwire) https://www.digitimes.com/news/a20260921PD205/asus-pegatron-ai-server-tesla-growth.html Mon, 21 Sep 2026 04:09:05 GMT Asus and Pegatron are collaborating on AI server designs, aiming to compete with established players like Quanta, Wistron, Foxconn, and Gigabyte. (DigiTimes) https://www.digitimes.com/news/a20260921VL200/2026-competition-taiwan-google-equipment.html Mon, 21 Sep 2026 01:59:43 GMT The AI boom is causing bottlenecks and intense competition in the semiconductor and AI supply chains, covering everything from ASIC demand and packaging to equipment shortages and materials limitations. (DigiTimes) https://www.digitimes.com/news/a20260918PD213/mexico-taiwan-production-manufacturing-hardware.html Sun, 20 Sep 2026 23:44:54 GMT The US is pressuring Mexico to enforce stricter rules of origin for AI hardware components to restrict non-North American sourcing, leading the Mexican government to consult with Taiwanese ODMs. (DigiTimes) https://gridtochip.site/blog/potd-2026-09-20-motherboards-cpu-trays-switch-trays Sun, 20 Sep 2026 00:00:00 GMT Part of the day: Motherboards, CPU trays, switch trays — what it does, why AI changes demand for it, and who makes it. https://gridtochip.site/blog/parts-with-no-us-listed-supplier Fri, 04 Sep 2026 00:00:00 GMT 163 parts here have three or more listed suppliers. On eight, not one trades in the US — and six sit either directly under the GPU or directly around it.