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Jan 28

Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way

Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal projections, with sales expected to nearly quadruple this year to as much as US$18 billion and climb to about US$55 billion in 2027—a roughly 20% increase in its forecast for 2026 compared with earlier estimates.

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

Jan 28

SoftBank in talks to invest additional US$30 billion in OpenAI

Jan 28

Post-CES 2026: China leads humanoids, South Korea rivals the US

Jan 28

TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade

Jan 28

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AITech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play

Jan 29, 15:32

OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing backers are advancing discussions, aiming to bolster the company's position against rivals.

AIIn-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips

Jan 29, 15:06

In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged unexpectedly.

AIEarnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce

Jan 29, 12:45

Meta is outlining an AI monetization roadmap that extends beyond advertising, signaling plans to layer subscriptions, business tools, and commerce features on top of its core platforms as new models are deployed, while maintaining ads as the primary growth engine in the near term.

IT COMPONENTS, PERIPHERALSEarnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Jan 29, 12:35

Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform, with implications for hardware ecosystems, AI deployment, and the long-term role of virtual and augmented reality.

SERVER, IPC, CLOUD COMPUTING, IOTAnalysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

Jan 29, 11:58

As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition among data and computing centers is no longer limited to server specifications or the efficiency of individual power supply units. Instead, it is moving toward rack-level integration of power distribution, cooling, energy storage, and monitoring, with implications extending into broader infrastructure design.

SOFTWARE, BIG DATAEarnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck

Jan 29, 11:41

Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered on silicon, energy and compute efficiency that could reshape its cost structure and competitive positioning.

AICelestica posts sharp revenue gains as cloud and AI spending rise

Jan 29, 10:57

Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and earnings in the fourth quarter of 2025, a performance that reflects the accelerating demand for artificial intelligence–driven computing systems and the company's growing role in the global AI supply chain.

ICT MANUFACTURINGMicrosoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Jan 29, 10:39

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while also confronting investor scrutiny over the scale of its infrastructure spending.

ICT MANUFACTURINGUpstream firms say US investment unprofitable if gross margin below 50%

Jan 29, 10:18

Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two countries. As Taiwanese supply chains pursue strategies of making collective moves in the US, some companies express willingness to follow the lead of TSMC, the world's largest contract chipmaker who is investing enormous sums in building wafer fabs in the US. However, upstream players admit that with high production costs in the US, investments may not be profitable unless their gross margins exceed 50%.

ICT MANUFACTURINGSunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

Jan 29, 09:59

China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and intense price competition. Industry sources indicate that the sector's difficulties are unlikely to abate in the coming year due to persistent market and macroeconomic pressures.

AIMicrosoft faces $625B backlog bottleneck as AI infrastructure limits bite

Jan 29, 09:06

Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline mounting pressure on data center capacity and capital spending, signaling continued tightness across the AI infrastructure supply chain.

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