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Monday 14 September 2026
Australia sets LNG reserve rules to protect domestic supply and cap prices
Australia introduced a liquefied natural gas reserve policy aimed at prioritizing domestic supply, while producers warned the rules could pressure prices if the market becomes oversupplied...
Monday 14 September 2026
UAE commits EUR40B to expand Germany ties in AI, energy and defense
The United Arab Emirates said it plans to invest EUR40 billion in Germany, or about US$46 billion, across artificial intelligence, energy and defense as it deepens economic and strategic...
Monday 14 September 2026
India semiconductor deals hit a multi-year high ahead of SEMICON India 2026
India's semiconductor companies have raised nearly half of their all-time equity funding since the start of 2025, and deal activity this year is already at a multi-year high. The figures...
Thursday 10 September 2026
STMicroelectronics sets 2027 AI revenue plan with fiber chips at 80%
STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic...
Wednesday 9 September 2026
Thailand pauses 49 data center projects
Thailand has suspended construction on 49 data center projects while stressing that it is not trying to "close the door" to investment. The move comes as the government works to draft...
Wednesday 9 September 2026
IQE returns to profit in 1H26, warns on China InP risk
IQE said first-half 2026 results came in better than expected on an AI data-center buildout boom, but the UK compound semiconductor epitaxy maker also warned that China's grip on indium...
Monday 7 September 2026
Model fatigue, China's price pressure, and a profit horizon still years away
The AI industry's release calendar has compressed to the point where a single week can carry five frontier or near-frontier launches, but the acceleration is not a sign of confidence...
Monday 7 September 2026
DeepSeek plans to buy 160,000 Huawei chips as China aims to wean itself off Nvidia
DeepSeek is reportedly planning to purchase 160,000 Huawei chips for its large 1 GW data center currently under construction in the Chinese province of Inner Mongolia. This would make...
Friday 4 September 2026
Analysts read Nvidia's Hugging Face deal as a hedge, not a software bet
Nvidia's agreement to buy Hugging Face for roughly US$13 billion is being framed by analysts less as a move into software than as insurance against three ways its core business could...
Thursday 3 September 2026
HPE has already bought the supply behind its raised fiscal 2027 plan
The most consequential figures on HPE's fiscal third-quarter earnings call on September 2 were not the results but the commitments standing behind them. According to Bloomberg's transcript...
Thursday 3 September 2026
SB Energy eyes US listing as Nvidia commits US$1.5 billion
SB Energy, the data center and power infrastructure company under SoftBank Group, filed for an IPO with the US Securities and Exchange Commission (SEC) on September 1, planning to...
Tuesday 1 September 2026
John Ternus takes over an Apple with one growth engine, no obvious second
John Ternus becomes Apple's chief executive on September 1 with comfortable near-term numbers and an uncomfortable medium-term question. Apple's June quarter was a record. Its largest...
Monday 31 August 2026
Samsung launches Galaxy S26 FE with lower price
Samsung Electronics launched its Galaxy S26 Fan Edition in the second half of 2026 with a starting price of 1.045 million won in South Korea, or about US$714, as it sought to round...
Friday 28 August 2026
Anthropic wins key ruling as judge voids Pentagon blacklist
A federal judge in San Francisco has blocked the US Department of Defense from placing Anthropic on a supply-chain risk blacklist and ordered the Trump administration to lift restrictions...
Friday 28 August 2026
Nvidia forms PAC to expand Washington lobbying
According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules...