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Tuesday 27 October 2026
Kazakhstan positions AI infrastructure as a potential export industry after Nvidia CEO's visit
Nvidia CEO Jensen Huang's visit to Kazakhstan highlighted plans to build an AI computing hub for Europe, with projects spanning GPU clusters, data centers, talent, and physical AI...
Tuesday 27 October 2026
US designates helium as critical material amid Middle East supply shock
As military conflict in the Middle East cripples global energy infrastructure, the United States is emerging as the critical anchor for the world's high-tech manufacturing sector....
Tuesday 27 October 2026
Nvidia's Berlin keynote highlights AI scaling challenges in Europe
Nvidia opened GTC 2026 in Berlin on October 21 with a keynote highlighting AI infrastructure, security architecture, and Physical AI, while a Greenpeace protest briefly interrupted...
Tuesday 27 October 2026
Vietnam's first fab reportedly faces doubts over 2027 target
Vietnam's first wafer fab may miss its 2027 trial-production target, Reuters reported on October 26, citing concerns about project execution and equipment procurement. Developer...
Tuesday 27 October 2026
AI data center boom risks squeezing power chip supplies for auto, electronics
The rapid expansion of AI data centers is driving demand beyond GPUs, memory chips, and advanced packaging. As power consumption in GPU clusters rises, data centers need not only more...
Tuesday 27 October 2026
Tata Communications plans up to US$450 million fibre network linking India's AI hubs
Tata Communications announced on October 26 that it plans to invest US$400-450 million in approximately 10,000 kilometers of long-haul fiber across India, linking data centers and...
Tuesday 27 October 2026
Cadence bets on its own chip design AI models as Synopsys teams up with OpenAI
Cadence Design Systems is betting that chipmakers will want AI models trained on its own design tools and run wherever customers choose. That puts it on a different route from rival...
Tuesday 27 October 2026
Celestica's AI growth puts capacity in focus as revenue outlook reaches US$40 billion
Celestica's latest results suggest that its next challenge will be expanding production fast enough to serve AI infrastructure customers while keeping cash requirements under control...
Sunday 25 October 2026
Meta’s AI commitments surge to US$825 billion, testing financing power
Meta Platforms’ long-term AI infrastructure spending is driving rising financial pressure, with free cash flow turning negative in Q3 2026 and future lease and non-cancelable...
Saturday 24 October 2026
SpaceX's 80,000-site push turns Starlink from satellite overlay into full mobile challenger
SpaceX has firmly established itself in direct-to-device connectivity through Starlink's expanding satellite constellation. But the space giant is now pushing beyond orbital coverage...
Friday 23 October 2026
Lenovo mounts AI comeback with Nvidia Vera Rubin NVL72 deliveries and US plant expansion
More than 30 years ago, Lenovo set out with a vision to bring personal computers into every household. Today, Chairman and CEO Yuanqing Yang has defined a new mission for the 42-year-old...
Friday 23 October 2026
Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play
Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's...
Friday 23 October 2026
Analysis: Nvidia's DSX POD reshapes AI factory supply chains
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Friday 23 October 2026
Jensen Huang warns Europe risks falling further behind US, China in AI
Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany...
Friday 23 October 2026
Why is TSMC suddenly looking at Texas?
TSMC is scouting Texas for possible new US capacity, even as it builds out its advanced-process fabs in Arizona. Chairman C.C. Wei confirmed that a team has been sent to Texas to assess...