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Feb 21

AI supply chain tracker: Rack infrastructure joins the AI buildout

January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal, and optical component suppliers posted strong annual gains.

Trump defies Supreme Court with new 10% global tariff following legal defeat

Feb 21

SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain

Feb 20

Taiwan surpasses China in monthly imports to the US for first time in decades

Feb 20

Google, Apple add music-focused generative AI features

Feb 20

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AIHuang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities

Feb 23, 09:05

Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic priorities amid intensifying competition over next-generation memory and artificial intelligence hardware.

AIIndia AI Impact Summit exposes infrastructure gaps and global divisions

Feb 23, 09:04

India's attempt to position itself as a bridge between global powers in artificial intelligence faced a series of setbacks at the India AI Impact Summit, as logistical chaos, geopolitical resistance, and controversy over misrepresented technology undercut New Delhi's ambitions.

AIIndia roundup: India spotlights AI ambitions and global tech alignment at Impact Summit

Feb 23, 09:00

India puts AI at the center of tech and geopolitical strategy, hosting the AI Impact Summit 2026 with global investment pledges, joining the US-led Pax Silica coalition, and advancing domestic semiconductor projects including Qualcomm's partnership with Tata Electronics.

ICT MANUFACTURINGTrump vows to raise global tariff to 15% after Supreme Court ruling

Feb 22

US President Donald Trump said he will raise a planned global tariff to 15%, escalating his trade policy response a day after the US Supreme Court struck down many of his earlier import taxes.

ICT MANUFACTURINGIndia and Brazil agree to boost trade in critical minerals and rare earths

Feb 22

On February 21, Indian Prime Minister Narendra Modiheld wide-ranging talks with Brazilian President Luiz Inácio Lula da Silva, with both sides reaffirming their commitment to deepen strategic ties and expand cooperation across trade, technology, energy, and critical minerals.

ICT MANUFACTURINGOpenAI projects US$280B revenue by 2030, plans US$600B in spending

Feb 21

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by Bloomberg. The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.

ICT MANUFACTURINGIndia joins US-led Pax Silica, deepening tech and semiconductor alignment

Feb 20

On February 19, India formally joined the US-led Pax Silica coalition at the India AI Impact Summit 2026, signalling closer strategic cooperation with Washington on semiconductors, critical minerals, and artificial intelligence supply chains.

ICT MANUFACTURINGTech giants double down on physical AI in the GenAI age

Feb 20

As AI development accelerates, the agent AI sector is expected to fully explode by 2026. Another notable trend is the clear shift of generative AI (GenAI) toward physical AI deployment. Since the start of the year, major tech players have formed strategic alliances combining software and hardware to secure key infrastructure for physical AI implementation.

SERVER, IPC, CLOUD COMPUTING, IOTAI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

Feb 20

The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge.

AIThe great divide: a viral snub and the looming AI monopoly in New Delhi

Feb 20

As Prime Minister Narendra Modi stood at the center of the stage at the India AI Impact Summit, he attempted a symbolic gesture of global unity: fourteen world and business leaders standing hand-in-hand, arms raised in a display of collective progress.

AIGlobal AI leaders stress equitable adoption and ethical safeguards at India summit

Feb 19

At the India AI Impact Summit 2026, global tech executives and policymakers highlighted AI's transformative potential, warning that uneven adoption risks widening global disparities. Speakers emphasized infrastructure, skills, and governance as crucial for ensuring AI drives inclusive growth and innovation worldwide.

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