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    NEWS TAGGED INFRASTRUCTURE
    Saturday 21 February 2026
    OpenAI projects US$280B revenue by 2030, plans US$600B in spending

    OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to...

    Saturday 21 February 2026
    AI supply chain tracker: Rack infrastructure joins the AI buildout
    January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...
    Friday 20 February 2026
    Tech giants double down on physical AI in the GenAI age
    As AI development accelerates, the agent AI sector is expected to fully explode by 2026. Another notable trend is the clear shift of generative AI (GenAI) toward physical AI deployment...
    Friday 20 February 2026
    AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
    The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...
    Thursday 19 February 2026
    Global AI leaders stress equitable adoption and ethical safeguards at India summit
    At the India AI Impact Summit 2026, global tech executives and policymakers highlighted AI's transformative potential, warning that uneven adoption risks widening global disparities...
    Thursday 19 February 2026
    Microsoft outlines US$50 billion Global South AI investment plan at India summit
    Microsoft said it is on track to commit US$50 billion by the end of the decade to expand artificial intelligence in countries across the Global South, with new initiatives aimed at...
    Thursday 19 February 2026
    Supermicro explores local manufacturing in India amid AI push
    US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence...
    Wednesday 18 February 2026
    Nvidia expands AI partnerships in India under US$1 billion national mission
    India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial...
    Wednesday 18 February 2026
    Qualcomm commits up to US$150 million to back AI startups in India
    US-based Qualcomm plans to invest up to US$150 million in Indian startups through a new AI-focused fund, underscoring its strategy to expand on-device and sector-specific artificial...
    Wednesday 18 February 2026
    Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

    Vietnam has granted Starlink an operating licence to provide satellite internet services in the country, clearing the way for the SpaceX...

    Wednesday 18 February 2026
    Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact
    Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...
    Wednesday 18 February 2026
    India-based Adani to invest US$100 billion in renewable-powered AI data centres by 2035
    Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's...
    Wednesday 18 February 2026
    AI factory boom in Taiwan fuels construction and land plays
    As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion...
    Tuesday 17 February 2026
    India seeks to position itself as a global AI hub
    India has launched the India AI Impact Summit 2026 in New Delhi, marking the first time the global AI event is hosted in the Global South. The five-day gathering, running from February...
    Tuesday 17 February 2026
    Modi inaugurates India AI Impact Expo 2026 in New Delhi
    The Indian Prime Minister Narendra Modi inaugurated the India AI Impact Expo 2026 at Bharat Mandapam in New Delhi on February 16, marking the opening of a five-day summit focused on...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    iMetricjVeeam Q1 E2E Cyber V ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook