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Oct 5
Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm
Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure spending, with Anthropic expected to become Broadcom's largest compute customer in 2027.
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when the month typically marked the start of the peak season.
Taiwan unveils new 5-year quantum tech program to speed adoption
Oct 6, 10:40
The National Science and Technology Council (NSTC) has announced the details of its next five-year quantum research program as Taiwan prepares to wrap up its current NT$8 billion (US$252.14 million) National Quantum Team project by the end of 2026.
Samsung Electronics says its India operations, which it set up in 1995, have evolved from a manufacturing base into a global innovation hub. The South Korean company is pitching the country as a source of technology for its worldwide business, rather than only as a market and production base.
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute. A review tracking construction progress and satellite imagery shows that while US data center construction continues to accelerate, bottlenecks in chip supply, advanced packaging, power, transformers and permitting could become key constraints on AI compute deployment.
NTT Data expects India to contribute a larger share of its global artificial intelligence (AI) business than it does of its overall IT services business, as the Japanese company pushes ahead with a three-year investment program in the country focused on data centers.
Meta has open-sourced the Muse Gadgets software development kit (SDK) and firmware code, allowing developers to build physical devices that interact with its AI assistant Muse and extend the service into more real-world settings.
Meta and Microsoft are reducing employees' internal reliance on Anthropic's Claude as they push proprietary AI tools and seek greater control over rapidly rising AI costs, according to The Information. The shift comes even as both companies continue to use Anthropic models in products and cloud services.
As in-orbit AI computing, Earth observation, and defense missions expand rapidly, satellites are demanding more power, turning energy supply into an emerging challenge for the growing space economy.
Anthropic said in its IPO filing that as artificial intelligence (AI) systems gain greater autonomous capabilities, the risks rise as well, while current law still does not clearly define who is liable when AI agents go off the rails. The company warned that the legal exposure is significant and hard to predict as AI remains connected to enterprise systems for long periods and acts on data and tools independently.
OpenAI will begin adding invisible, machine-readable watermarks to text generated by ChatGPT and Codex in the European Union (EU), as the company moves to comply with the EU AI Act's transparency requirements.
The ferocious push toward artificial intelligence (AI) is gathering momentum, built upon increasing industry sentiment regarding demand for higher AI inference and compute-intensive models.