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Friday 6 November 2026
Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects...
Friday 6 November 2026
US election backlash reshapes AI data center expansion strategies
Companies at the forefront of the AI infrastructure buildout in the US are taking different approaches following the results of this week's midterm elections, which saw a nationwide...
Friday 6 November 2026
Taiwan science park debt tops NT$160 billion as NSTC targets faster repayment
Debt held by Taiwan's science park operating funds reached NT$163.54 billion (approx. US$4.97 billion) as of the end of September 2026, while the National Science and Technology Council...
Friday 6 November 2026
Meta faces political pushback over US data center expansion
The US midterm election and referendum results show broad public opposition to building more data centers, raising the prospect of tougher local-government reviews for large-scale...
Friday 6 November 2026
SK Hynix AI arm buys US$377 million stake in Penguin Solutions from SK Telecom
SK Hynix's US-based artificial intelligence (AI) investment arm, HYAICO Corporation, has acquired a stake in AI infrastructure provider Penguin Solutions from an SK Telecom affiliate...
Friday 6 November 2026
Why US midterm sweep could cost China's AI exports more than it gains
A slower US build-out of AI infrastructure after the Democratic Party's midterm sweep could cost China more economically than it gains strategically, Bloomberg Economics said, because...
Friday 6 November 2026
Taiwan targets reusable rocket manufacturing in 2027 strategy to rival SpaceX
US space company SpaceX has developed reusable Falcon 9 and Falcon Heavy rocket boosters, saving between US$32 million and US$46.5 million every time a booster is reused. To date,...
Friday 6 November 2026
US voters' backlash against data centers tests AI growth, Musk's empire
The midterm election results reshaped the US Congress and the local political landscape. It also introduced new uncertainty for the rapidly expanding AI industry. Democratic victories...
Friday 6 November 2026
Hua Hong Grace eyes silicon photonics expansion as AI chip shortages lift pricing power
China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is expanding into silicon photonics and power management chips to capitalise on AI infrastructure demand, following...
Friday 6 November 2026
Naver's Nvidia-backed AI factory faces crucial test after US$9 billion deal
Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion. With OpenAI and Anthropic seen...
Friday 6 November 2026
Samsung SDS begins construction of 60MW AI data center to support factory robots
Samsung SDS has begun construction of a 60MW AI data center in Gumi, South Korea, to support industrial robots and other AI applications. The project marks the first concrete step...
Friday 6 November 2026
Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion
UK-based AI computing infrastructure startup Nscale, backed by Nvidia, is planning a US$35 billion initial public offering (IPO) in 2026. However, Microsoft, one of its major customers,...
Thursday 5 November 2026
The 346-GW question: Will anti-data-center votes slow America's AI buildout?
US voters favored restrictions on data center development in 40 of 41 local ballot measures across 10 states on November 3, signaling growing opposition to AI infrastructure expansion...
Thursday 5 November 2026
Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics
Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported...
Thursday 5 November 2026
Finance firms reportedly begin seeking investors for SpaceX's US$40B chip financing
Goldman Sachs and Apollo Global Management have reportedly begun approaching potential investors about purchasing parts of a US$40 billion deal to finance SpaceX's leasing of Nvidia...