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Thursday 23 July 2026
IBM trims revenue outlook as hardware demand reshapes client spending

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware...

Thursday 23 July 2026
STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%
STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...
Thursday 23 July 2026
Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300...

Thursday 23 July 2026
Google bets bigger on AI infrastructure as demand signals grow stronger across the board
Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...
Thursday 23 July 2026
SpaceXAI reportedly eyes Texas expansion in broader AI infrastructure push

SpaceXAI is laying the groundwork for at least one large-scale AI data center in Texas, a move that could significantly expand its...

Thursday 23 July 2026
WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure,...

Thursday 23 July 2026
Samsung reportedly in talks to invest about EUR1 billion in Mistral AI

Samsung is in talks to invest about EUR1 billion (approx. US$1.14 billion) in French AI startup Mistral as part of a wider fundraising...

Thursday 23 July 2026
Commentary: Intel must show real AI orders to prove its turnaround
Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
Thursday 23 July 2026
In-depth: Alibaba builds three-layer AI empire across chips, memory and models
Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...
Thursday 23 July 2026
Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity
Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...
Thursday 23 July 2026
ASEAN AI data center power demand seen at 6-7GW
ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025,...
Thursday 23 July 2026
IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

IQE has raised its 2026 revenue outlook as demand for artificial intelligence (AI) infrastructure and data centers continues to strengthen,...

Wednesday 22 July 2026
Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026
Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say
Samsung Electronics executive chairman Lee Jae-yong, SK Group chairman Chey Tae-won and Naver founder and board chairman Lee Hae-jin are reportedly preparing to meet Nvidia CEO Jensen...
Wednesday 22 July 2026
'Don't panic about Kimi K3': Jensen Huang claims everyone got the logic backwards

The AI industry may be riding a wave of momentum, but two clouds have recently unsettled the outlook: growing public opposition to...