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Friday 24 July 2026
AMD unveils Helios rack-scale AI platform to target hyperscale buildouts
AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers...
Friday 24 July 2026
AMD splits next-generation data center GPUs for specialized AI demand
AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the...
Friday 24 July 2026
China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Thursday 23 July 2026
Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck
Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...
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
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...
Wednesday 22 July 2026
US-China AI rivalry, part 2: Beijing weighs controls on model weights, training data, chip designs

The forthcoming AI dialogue between Washington and Beijing is less a sign of easing tensions than of a changing rivalry. Both governments...

Wednesday 22 July 2026
Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says
The global memory shortage will worsen in 2027 and may not begin to ease until the second half of 2028, with prices likely to remain elevated for the next two to three years, according...
Wednesday 22 July 2026
Anthropic wins approval for US$1.5 billion copyright settlement with authors
Anthropic has secured court approval for a US$1.5 billion settlement to resolve a major copyright lawsuit brought by authors over training its Claude chatbot on unauthorized works...
Tuesday 21 July 2026
Kimi K3 surge traces to Moonshot AI's GTC roadmap

Moonshot AI's open-source large language model (LLM) Kimi K3 has surged in popularity after its launch, drawing attention across multiple...

Tuesday 21 July 2026
WAIC 2026 elevates the 'token factory' — why is China chasing cheap tokens over bigger models?

At the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, held July 17-20 across "three districts and four venues" with...

Monday 20 July 2026
US and Chinese AI labs are quietly building on each other's models, even as distillation fight rages
The distillation dispute between US and Chinese AI labs has been framed as a one-way street: American firms accuse Chinese rivals of copying their models. However, a run of recent...
Friday 17 July 2026
Aurora Group expands enterprise AI services with 12 workplace use cases
On July 15, Aurora Group expanded its enterprise AI push, unveiling 12 use cases through Aurora Cloud and GPI for companies looking to match AI tools with specific business problems...
Monday 13 July 2026
China's Nvidia H200 pivot reveals why CUDA still rules AI

China is preparing to allow a limited number of Nvidia H200 AI accelerators into the country, giving Alibaba, ByteDance, and DeepSeek...

Monday 13 July 2026
India opens first CMP pad technology hub in Hyderabad
India's first Chemical Mechanical Polishing pad technology hub could help reshape semiconductor supply chains far beyond the country. The new Hyderabad facility aims to build local...