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Thursday 22 October 2026
MIPI expands beyond smartphones into AR glasses and humanoid robots
The MIPI Alliance held this year's MIPI Demo Day Taipei at the Grand Hyatt Taipei this week, where 16 member companies demonstrated working products to more than 200 developers and...
Thursday 22 October 2026
Texas Instruments posts rising Q3 sales across data centers, cars, industry
Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company...
Thursday 22 October 2026
Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days
Nvidia used its first GTC conference in Berlin to present a factory-style approach to AI, framing AI production as an industrial process. CEO Jensen Huang introduced the DSX full-stack...
Thursday 22 October 2026
Amazon spends US$220B on AI as power delays squeeze cash flow
Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks...
Thursday 22 October 2026
Amazon to invest over EUR160B in Germany for AI, cloud and logistics
Amazon will invest more than EUR160 billion (about US$17.9 billion) in Germany in 2027 to expand its cloud computing, artificial intelligence (AI), low-Earth-orbit (LEO) satellite...
Thursday 22 October 2026
Walrus Pump sees slower demand for higher-capacity AI cooling pumps
Liquid cooling is becoming mainstream in AI servers, prompting data-center customers to assess pumps that can move 100 metric tons of water per hour as chip heat rises. Taiwan pump...
Thursday 22 October 2026
Nvidia's AI factory strategy points to a broader shift in computing, industry
Nvidia is positioning the expansion of artificial intelligence as an infrastructure and industrial shift, not simply a software trend. At GTC Berlin, CEO Jensen Huang described an...
Thursday 22 October 2026
Nvidia lines up six suppliers to expand substrate, packaging, and testing capacity
Nvidia said on October 21 that it is working with six supply chain partners to expand manufacturing capacity for substrates, advanced packaging, testing, and optical engines to meet...
Thursday 22 October 2026
Jio's record IPO tests global appetite for India's homegrown telecom stack
Jio Platforms' initial public offering, the largest in India's history, asks investors to back more than a mobile network. In its prospectus, the operator that built its business on...
Thursday 22 October 2026
IBM's growth rebounds after a summer stumble, led by software and servers
IBM's third quarter went some way towards answering whether the deal slippage that hit its second quarter reflected weaker demand or delayed timing. Revenue rose 5% year on year, or...
Thursday 22 October 2026
TECO targets AI data center cooling as commercial aircon share nears 60%
TECO Electric and Machinery showcased its transformation from an air-conditioning equipment maker to a systems integrator at the 2026 RHVAC Taiwan on October 20, focusing on AI data...
Wednesday 21 October 2026
China launches state-owned data group as market-facing arm of its AI infrastructure push
China has established a new state-owned enterprise, National Data Group, headquartered in Xiong'an, Hebei province. Ding Xuexiang, a vice-premier of the State Council, attended its...
Wednesday 21 October 2026
US sanctions five Chinese entities over trade secret theft tied to ex-Google engineer
The US imposed sanctions on five Chinese entities tied to ex-Google engineer Linwei Ding for theft of trade secrets. The action follows his conviction for stealing confidential AI...
Wednesday 21 October 2026
Analysis: From rockets to fabs, SpaceX's TeraFab bet pushes vertical integration into the semiconductor era
SpaceX has spent two decades proving that hardware once considered too complex, too capital-intensive, or too dependent on entrenched suppliers could sometimes be pulled in-house....
Wednesday 21 October 2026
SpaceX pushes AI scaling into industrial realm as power equipment becomes limiting factor
The AI infrastructure race is increasingly becoming a contest over who can turn electrical capacity, cooling systems, and hardware into usable compute the fastest.