CONNECT WITH US
NEWS TAGGED INFRASTRUCTURE
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...

Wednesday 22 July 2026
Microsoft's multibillion-dollar Mistral deal gives regulated industries European alternative to US-controlled AI
Microsoft's decision to pour billions of dollars into Mistral's European compute base is less about adding another model to Azure than about answering a question that has grown loud...
Wednesday 22 July 2026
Intel and Fortinet deepen collaboration on new security processor

Intel and Fortinet have expanded their long-standing partnership to develop the Fortinet Security Processor 6 (SP6), a move expected...

Wednesday 22 July 2026
WAIC 2026: Biren's 1,024-GPU NPO super node sharpens China's AI infrastructure race

Chinese GPU developer Biren Technology unveiled a next-generation near-packaged optics (NPO) super node at the World Artificial Intelligence...

Wednesday 22 July 2026
Supermicro's record US$60 billion orders, tied to SpaceX, overshadow soft revenue
Supermicro's preliminary fourth-quarter results suggest the server maker's bet on rack-scale AI infrastructure is beginning to pay off in profitability, not just volume — and...
Wednesday 22 July 2026
AI infrastructure spending is reshaping Southeast Asia's PCB supply chain

Rising investment in AI servers, high-speed networking, and satellite communications is accelerating a shift in Southeast Asia's electronics...

Tuesday 21 July 2026
Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say
South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is facing mounting scrutiny over whether the area can support the enormous energy and infrastructure...
Tuesday 21 July 2026
Middlemen emerge as ASEAN's No. 2 AI compute buyers
In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest...
Tuesday 21 July 2026
How AI boom spurs Taiwan's PCB makers to rethink their Southeast Asia playbook

Amid the global boom in AI infrastructure investment, Southeast Asia is evolving from an electronics-component manufacturing base into...

Tuesday 21 July 2026
Microsoft expands Azure partnership with AMD ahead of Helios AI system launch

Microsoft has expanded its strategic partnership with AMD, announcing plans to deploy the company's upcoming Helios rack-scale AI system...