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Tuesday 27 October 2026
Anthropic IPO filing shows the US govt is trying to be frontier AI's customer and gatekeeper
Anthropic's IPO filing does more than outline the economics of a rapidly scaling AI company. Its risk disclosures show frontier AI developers becoming increasingly exposed to governments...
Tuesday 27 October 2026
SoftBank eyes US$50B Malaysia AI data-center expansion
SoftBank Group founder and CEO Masayoshi Son has selected investment sites in Malaysia and plans to invest US$50 billion in technology, Malaysian Prime Minister Anwar Ibrahim said...
Tuesday 27 October 2026
AI data centers drive cooling, power, modular infrastructure demand
As AI server computing density and server rack power consumption rise, data center construction must also take into account cooling, power distribution, energy management, and electromechanical...
Tuesday 27 October 2026
Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers
Anthropic's IPO filing reveals an infrastructure strategy extending far beyond conventional cloud procurement, as the Claude developer locks in hundreds of billions of dollars of compute...
Tuesday 27 October 2026
Broadcom, financial firms agree on US$63 billion funding for Anthropic chip purchases
Broadcom has reached a deal with several financial firms for them to finance the purchase of US$63 billion worth of its chips for Anthropic. The agreement highlights how the line between...
Tuesday 27 October 2026
The Anthropic IPO filing: 14-fold 1H26 revenue growth behind a US$80.75 billion paper loss
Anthropic's first public filing for its IPO has opened the books on one of the world's fastest-growing AI companies, revealing extraordinary revenue growth alongside a headline net...
Tuesday 27 October 2026
Kazakhstan positions AI infrastructure as a potential export industry after Nvidia CEO's visit
Nvidia CEO Jensen Huang's visit to Kazakhstan highlighted plans to build an AI computing hub for Europe, with projects spanning GPU clusters, data centers, talent, and physical AI...
Tuesday 27 October 2026
Meta launches US$35 billion equity raise, funds US$60 billion at-the-market program for AI build-out
Meta Platforms has launched approximately US$35 billion of concurrent underwritten public offerings and plans an approximately US$60 billion at-the-market (ATM) program, as it funds...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...
Tuesday 27 October 2026
Tata Communications plans up to US$450 million fibre network linking India's AI hubs
Tata Communications announced on October 26 that it plans to invest US$400-450 million in approximately 10,000 kilometers of long-haul fiber across India, linking data centers and...
Tuesday 27 October 2026
DIGITIMES Insights: AI servers move toward 800V DC as vertical power delivery promises higher efficiency, lower transmission losses
AI server power architectures are evolving toward high-voltage distribution and point-of-load voltage conversion, according to DIGITIMES Intelligence.
Monday 26 October 2026
Meta prioritizes high-margin AI inference as Wiwynn, Quanta eye CPU server demand
Meta has become the first of the four major US hyperscale cloud providers to report its latest earnings, with supply chain players closely monitoring changes in the company's capital...
Sunday 25 October 2026
Namuga expands beyond Samsung with humanoid robot camera modules
South Korean image-sensing module maker Namuga is accelerating its physical AI strategy after securing a supply deal with a global humanoid robot company. The company is preparing...
Sunday 25 October 2026
Column: Will general-purpose models overtake Physical AI?
After GPT-6 Astra launched in early September 2026, researchers quickly put it through Physical AI and robotics benchmarks. In some tests, it outperformed specialized models trained...
Friday 23 October 2026
Lenovo mounts AI comeback with Nvidia Vera Rubin NVL72 deliveries and US plant expansion
More than 30 years ago, Lenovo set out with a vision to bring personal computers into every household. Today, Chairman and CEO Yuanqing Yang has defined a new mission for the 42-year-old...