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Jul 28
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge. Google has already said it will raise capex again in 2027, and industry watchers expect AWS and Microsoft to follow, keeping AI infrastructure momentum strong with more capital injections.

China's two major AI computing ecosystems moved quickly to support Kimi K3 after Moonshot AI released the large language model as open source.

More than 1,100 employees and executives from leading artificial intelligence companies have called for an international framework that could deliberately slow frontier AI development if risks outpace human oversight, highlighting a growing shift from voluntary safety commitments toward formal governance as increasingly capable AI systems raise cybersecurity and control concerns.

Boeing is moving closer to final safety certification for the 737 MAX 10, with the Federal Aviation Administration targeting September or October should the review stay on track. The approval would clear a long-delayed hurdle for the largest member of the 737 MAX family and could help Boeing improve its cash flow as it competes with Airbus in the single-aisle jet market.

TDK and LG Innotek form partnership on physical AI sensors
Jul 29, 09:52
TDK and LG Innotek are joining forces to develop sensors for Physical AI, a move that could shape future robotics and automation products used worldwide. The collaboration combines optical, tactile, and motion technologies, with an early focus on humanoid robots and advanced sensing modules for broader global deployment.

On July 28, Corning reported higher revenue and profit for the second quarter, supported by growth across several business segments, particularly Optical Communications and Solar. The company also raised its long-term Springboard growth targets, citing continued demand and expanded partnerships with major technology companies.

Compal Electronics announced it officially launched its Welfare Employee Stock Ownership Trust (ESOT) plan in July 2026 to deepen its talent strategy amid intensifying global competition for talent and the growing focus on corporate sustainability. The company is partnering with CTBC Bank to establish a mechanism that enables the company and its employees to share in future growth.
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals a broader buildout in data centers, with implications for cloud costs, server makers, chip suppliers, and enterprise AI deployment worldwide.

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of breakthroughs.

OpenAI's CEO Sam Altman has said that the company may use South Korea as a testbed for its first hardware device, widely believed to be a screenless speaker. However, it remains to be seen whether an ongoing court case brought on by Apple could influence the product's timeline.
Samsung Electronics has shared new details about its upcoming smart glasses, including battery life and durability specifications, as the company moves to get ahead of privacy concerns that have dogged the category since Meta's Ray-Ban glasses sparked a backlash earlier this year.

A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor groups, Samsung Electronics and SK Group, is drawing attention to their expanding roles across the AI infrastructure stack.