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Friday 2 October 2026
Global annual AI server shipments, 2025-2026

Introduction

Friday 2 October 2026
Meta to add Naver Map navigation to AI glasses in South Korea
Meta will link Naver Map's walking-navigation feature to its Ray-Ban Meta and Oakley Meta AI glasses in 2026, as it moves to strengthen its presence in South Korea before rival AI...
Friday 2 October 2026
Google's first Suncatcher satellite reaches orbit to test AI chips in space
Google has moved its orbital AI data center ambitions from paper to hardware. A prototype satellite carrying the company's Tensor Processing Units (TPUs) reached orbit on October 1,...
Friday 2 October 2026
CSPs embrace multi-vendor co-design for custom ASICs, ending single-supplier era
Hyperscale cloud service providers (CSPs) are expanding their custom ASIC partner networks, accelerating a shift toward multi-vendor technology integration. Industry insiders note...
Thursday 1 October 2026
Google skips Gemini 3.5 Pro, launches Gemini 4 Argon at US$2/$10 per million tokens
Google has unveiled Gemini 4 Argon, its new top-tier AI model, after months of delays and the cancellation of Gemini 3.5 Pro, launching it at introductory prices of US$2 per million...
Thursday 1 October 2026
MediaTek TPU orders rise as chip capacity war intensifies
MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers...
Thursday 1 October 2026
Google to test AI computing in space with first orbital TPU launch
Google is preparing to send its in-house AI accelerator, the Tensor Processing Unit (TPU), into low Earth orbit for the first time as it explores whether AI computing can eventually...
Thursday 1 October 2026
ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
Wednesday 30 September 2026
Netlist challenges Micron, Nvidia, Broadcom, Google over alleged HBM patent use
Netlist has begun legal proceedings against Micron and downstream customers Nvidia, Broadcom, and Google to stop them from allegedly using the company's patented high-bandwidth memory...
Wednesday 30 September 2026
Chief Telecom, Google Cloud launch backup services to bolster cable resilience
Chief Telecom said on September 30 that it is working with Google Cloud to combine international submarine cable resources and deploy Cross-Site Interconnect (CSI) technology. The...
Wednesday 30 September 2026
Inside Anthropic's multi-billion-dollar loop: how circular financing powers the AI boom
As Anthropic prepares to ask public markets to back its expansion, confidential IPO filing details seen by Reuters reveal how heavily the AI developer relies on a small group...
Wednesday 30 September 2026
Googlebook, QwenBook bring agentic AI to the PC system layer, opening new chip opportunities

Qualcomm unveiled no new PC chips at Snapdragon Summit 2026, but its PC strategy remained firmly in focus.

Saturday 26 September 2026
SpaceX's AI-in-space bet is worth trillions, but space data centers won't be ready until the 2030s
SpaceX's IPO has already put a price on "AI in space" in the capital markets. But the people actually building satellite computers describe a different timetable.
Thursday 24 September 2026
Qualcomm pushes Snapdragon PCs further into Linux, GoogleBook as AI shifts to the device edge

Qualcomm used the second day of its Snapdragon Summit 2026 to underline a broader shift for Snapdragon-powered PCs, announcing Linux...

Thursday 24 September 2026
Anthropic joins OpenAI, Google DeepMind in Singapore

Anthropic will open its Singapore office in October, making it the company's fifth office in the Asia-Pacific region after Tokyo, Bengaluru,...