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Tuesday 22 September 2026
Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South
Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond...
Tuesday 22 September 2026
Alibaba speeds V900 rollout, targeting 20GW of data centers
Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors,...
Tuesday 22 September 2026
Alibaba expands full-stack AI push as cloud data centers target 20 GW by 2032
Alibaba Group Holding Ltd. doubled down on its full-stack AI strategy at the 2026 Apsara Conference, which opened on Sept. 22 at the Hangzhou International Expo Center. Alibaba Group...
Tuesday 22 September 2026
Exclusive: China SiC capacity tightens, spilling orders over to Taiwanese foundries

China's silicon carbide (SiC) end-market demand is expanding rapidly, driven by high-voltage charging infrastructure and AI servers...

Tuesday 22 September 2026
Apple's reported AI server push could reshape its role in enterprise infrastructure

Apple is reportedly developing an enterprise AI inference server powered by its in-house M8 Ultra chips. This move could mark its return...

Tuesday 22 September 2026
China puts AI computing into orbit with first integrated satellite launch
China has taken another step toward deploying artificial intelligence (AI) computing infrastructure in space after a commercial rocket launched nine satellites, including the country's...
Tuesday 22 September 2026
Nscale seeks New York listing as AI infrastructure demand tests investor appetite
British neocloud provider Nscale has filed to list on the New York Stock Exchange, seeking up to US$3 billion in a deal that could value the company at US$30 billion to US$35 billion...
Tuesday 22 September 2026
AI Drones Advance Industrial Inspection, Suntek Unlocks New Market Opportunities

Critical infrastructure across power generation, petrochemicals, and manufacturing plays a vital role in industrial operations. As equipment ages, ongoing maintenance...

Tuesday 22 September 2026
Nvidia Rubin architecture drives high-end MLCC demand, solidifying Murata, SEMCO leadership

While market focus surrounding AI infrastructure has centered primarily on core computing components—such as GPUs, CPUs, high-bandwidth...

Tuesday 22 September 2026
AI inference demand surges as training slowdown talk fades
Calls to slow frontier AI model training have sparked debate across the AI semiconductor industry, but executives at the AI Infra Summit in Santa Clara, California, said the real buildout...
Tuesday 22 September 2026
Loyalty Founder Enterprise sees AI server expansion lifting growth outlook

Loyalty Founder Enterprise's push into AI servers, storage, and networking is beginning to boost scale and profitability, with implications...

Monday 21 September 2026
Lattice Mach-N2 transitions to 16nm FinFET, integrating post-quantum encryption to strengthen control security

Lattice Semiconductor recently unveiled its next-generation secure control field-programmable gate array (FPGA) series, the Mach-N2...

Monday 21 September 2026
Europe's hydrogen trucks chase commercialization
Major European truck makers and suppliers are accelerating alliances to push hydrogen vehicles and refueling infrastructure, as Europe tightens emissions rules and automakers race...
Monday 21 September 2026
Rebellions chips process over 4 billion tokens a day for SK Telecom
South Korean AI chipmaker Rebellions has expanded its neural processing units (NPUs) across four commercial SK Telecom services, with the infrastructure now processing about 14 million...
Monday 21 September 2026
Musk's Memphis move puts xAI at the center of his empire
Elon Musk is personally overseeing construction at xAI's Memphis data center, moving into an Airstream trailer beside the site as he takes a more hands-on role in the company's AI...