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Tuesday 29 September 2026
Taiwan PCB output hits record high on AI demand, putting NT$1 trillion year within reach

AI server, high-speed networking, and memory demand continued to lift Taiwan's PCB industry in the second quarter of 2026, boosting...

Tuesday 29 September 2026
DeepSeek paper says AI agents are learning reward hacking during training
DeepSeek founder Wen-Feng Liang's latest paper says AI agents are already learning to exploit system loopholes and bypass intended problem-solving methods during training, underscoring...
Monday 28 September 2026
India roundup: India's tech ambitions widen from electronics manufacturing to chips, cloud and talent
India's technology push is widening across electronics manufacturing, semiconductors, cloud infrastructure and talent, as domestic expansion draws deeper investment, tighter scrutiny...
Sunday 27 September 2026
Meta Muse fuels agentic AI demand, tightening CPU supply

Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages...

Sunday 27 September 2026
Beijing escalates domestic chip drive with Broadcom audits

China is intensifying its push to replace foreign technology across critical computing infrastructure, targeting high-speed networking...

Sunday 27 September 2026
South Korea's 300mm research gap: Daejeon pitches an open fab as a US$1.46 billion fix
Daejeon is seeking to build a roughly KRW2 trillion (approx. US$1.46 billion) national semiconductor research hub centered on an open 300mm manufacturing and demonstration fab, aiming...
Saturday 26 September 2026
Wi-Fi 7 drives enterprise network refresh as channel inventories normalize

Europe's enterprise networking market is emerging from a two-year inventory correction as Wi-Fi 7 adoption accelerates and pulls spending...

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.
Friday 25 September 2026
Akamai plans US$5.5 billion cloud buildout after US$11.6 billion Anthropic deal
Akamai Technologies plans to spend about US$5.5 billion building cloud infrastructure to support a US$11.6 billion, seven-year commitment from Anthropic, as the US cloud provider expands...
Friday 25 September 2026
Interview: GMI Cloud bets on Taiwan as a proving ground for global AI expansion
GMI Cloud is making Taiwan a key part of its global AI infrastructure expansion, with a US$500 million investment in an AI factory powered by Nvidia's Blackwell GPUs. Announced in...
Thursday 24 September 2026
Microsoft to invest US$10B in Middle East AI infrastructure, despite war risks
Microsoft announced that it will invest US$10 billion in expanding AI infrastructure in the Middle East by 2030. The commitment directs funding to a region facing threats from the...
Thursday 24 September 2026
Alibaba Cloud accelerates AI infrastructure buildout with 20GW target, eight-market expansion

AI adoption is accelerating, prompting global cloud providers to step up data center investment. Alibaba Cloud, the cloud computing...

Thursday 24 September 2026
Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to

Thursday 24 September 2026
Supermicro begins shipping Nvidia Vera Rubin NVL72 AI racks
Supermicro has begun shipping Nvidia's next-generation Vera Rubin NVL72 systems, moving the rack-scale platform from product demonstrations into customer deployments as AI infrastructure...
Thursday 24 September 2026
Trump-Xi pre-summit watch: China charts a sovereignty-first path for frontier AI
When Donald Trump and Xi Jinping discuss artificial intelligence, the deeper divide may not be over whether AI needs rules, but over what those rules are designed to protect.