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Thursday 30 April 2026
Google's split TPU chips signal shift from universal to specialized AI accelerators
Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....
Thursday 30 April 2026
Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...

Thursday 30 April 2026
Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

Thursday 30 April 2026
Unisplendour, H3C gain from AI buildout, monetization in focus

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

Thursday 30 April 2026
Microsoft sales beat estimates as Azure growth eases spending concerns

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

Thursday 30 April 2026
Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth
Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
Thursday 30 April 2026
Amazon highlights US$50 billion chip potential and advances LEO satellite plans
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
Thursday 30 April 2026
Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
Thursday 30 April 2026
Qualcomm to ship custom product with hyperscaler in 4Q26
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Thursday 30 April 2026
Amazon posts solid growth as AWS and AI investments drive momentum
ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
Thursday 30 April 2026
Qualcomm flags near-term headwinds as data center push gains traction
Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...
Thursday 30 April 2026
Google's TPU shortage lays bare a widening AI infrastructure edge
The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing...
Thursday 30 April 2026
AI drives power interconnect surge as BizLink and JPC target high-end markets
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
Thursday 30 April 2026
Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up
Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...
Thursday 30 April 2026
Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup
Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology...