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Monday 20 July 2026
Samsung preps multi-billion-dollar P5 orders as AI boom speeds up memory demand

Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory...

Monday 20 July 2026
Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs
As AI's bottleneck shifts from chips to capital, Compute Labs pitches GPUs as financeable assets.
Monday 20 July 2026
Meta, Anthropic in talks over potential US$10 billion compute deal

Meta Platforms is in early talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years,...

Monday 20 July 2026
SpaceX reportedly eyes Pentagon AI infrastructure deal as defense demand for computing accelerates
SpaceX is in talks with the US Department of Defense (DoD) to provide billions of dollars' worth of data center capacity for artificial intelligence (AI) workloads, marking a potential...
Monday 20 July 2026
China pushes AI agent interoperability and space computing at WAIC 2026

China unveiled two major AI initiatives at the 2026 World AI Conference (WAIC) in Shanghai, highlighting efforts to standardize AI agent...

Monday 20 July 2026
Moonshot reportedly eyes IPO after Kimi K3 success forces cap on new users
Moonshot AI's latest model launch is rapidly reshaping perceptions of China's artificial intelligence (AI) industry, with overwhelming demand forcing the company to suspend new consumer...
Monday 20 July 2026
Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain
Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's...
Monday 20 July 2026
Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...
Monday 20 July 2026
Interview: AI's rise is pushing Singapore and ASEAN firms toward multicloud and security bets
As AI moves from experimentation to deployment, enterprises in Singapore and across ASEAN are shifting their focus from cloud adoption to multicloud integration, cybersecurity, and...
Friday 17 July 2026
Micron SCA covers 7 auto customers, boosts supply chain

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive...

Friday 17 July 2026
ABB to buy Rotork in US$5.5 billion cash deal
ABB said it has agreed to acquire Rotork in a recommended all-cash offer that would deepen the Swiss industrial group's push into electrification and automation, with potential implications...
Friday 17 July 2026
WAIC 2026 puts China's AI race on supernodes, domestic chips, and real-world deployment

China's AI industry is shifting from model scale to the infrastructure needed to train, deploy and commercialize AI, with supernodes, high-speed...

Friday 17 July 2026
SK Group chair floats 'memory as a service' model for SK Hynix

SK Group chairman Chey Tae-won has floated a "memory as a service" model for SK Hynix, saying the memory chipmaker needs to build a...

Friday 17 July 2026
Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs
Noetra has launched full-scale R&D for a Japan-developed multimodal foundation model, a move that could shape the future of AI robots, industrial automation, and so-called physical...
Friday 17 July 2026
Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...