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Thursday 23 July 2026
IBM trims revenue outlook as hardware demand reshapes client spending

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware...

Thursday 23 July 2026
D-Link robot line starts in 3Q26; care model due in 2027
Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship"...
Thursday 23 July 2026
Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300...

Thursday 23 July 2026
Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
Thursday 23 July 2026
Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

Thursday 23 July 2026
Commentary: Intel must show real AI orders to prove its turnaround
Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
Thursday 23 July 2026
Wistron chairman says US manufacturing is unavoidable
Wistron has opened its D1 AI smart factory in Fort Worth, Texas, beginning volume production of Nvidia GB300 compute boards in the US for the first time. The move underscores the push...
Thursday 23 July 2026
Wistron executives say AI demand is still far from a bubble
Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...
Thursday 23 July 2026
Jensen Huang says no need to 'point a gun' at Taiwan as chipmakers expand in US
Taiwan's links with US technology firms are reshaping chip supply chains, with implications for investors and policymakers worldwide. Nvidia CEO Jensen Huang said those ties have strengthened...
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
AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon
Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...
Thursday 23 July 2026
Xpeng shifts toward Physical AI with robotaxi, robot, flying car

Xpeng is transforming into a physical AI supplier over the next 10 years, with robotaxi, humanoid robots, and flying cars as its three...

Thursday 23 July 2026
Johnson Fine eyes 2026-2027 IPO on AI CCL supply chain push

Specialty chemicals maker Johnson Fine Chemical has won approval from the Taiwan Stock Exchange for its listing plan and is now targeting...

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
Jensen Huang says Nvidia and Wistron are mass-producing AI servers like phones
Nvidia CEO Jensen Huang said the company is working with Wistron to mass-produce GB300 AI servers like phones as AI spreads across industries and demand surges. He made the remarks...