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NEWS TAGGED COMMENTARY AND ANALYSIS
Monday 2 November 2026
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress...
Monday 2 November 2026
Analysis: Samsung's own memory unit pushes its foundry toward a 2027 capacity crunch
Samsung Electronics' contract chipmaking business spent years struggling to fill its factories. On its third-quarter earnings call, the company said that by 2027, demand will exceed...
Saturday 31 October 2026
Analysis: Elon Musk, Jensen Huang clash over neocloud survival
The outlook for AI neocloud providers has sparked a clash between Tesla CEO Elon Musk, who warned that more than 200 such companies could face large-scale failures or consolidation,...
Friday 30 October 2026
Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up
Marvell is reportedly in advanced talks to acquire Lumentum, a major laser supplier, in a deal that could be announced as early as next week if no other technology giant intervenes...
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Friday 30 October 2026
Analysis: Can Kazakhstan really be Europe's AI factory?
Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia...
Thursday 29 October 2026
Commentary: China's luxury cars reshapes market, causing global brands to lose ground
China's luxury car market is undergoing a major brand reshuffle. BMW, Mercedes-Benz, Audi, and Porsche all recorded significant sales or delivery declines in China in the third quarter...
Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Friday 23 October 2026
Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test
Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive...
Friday 23 October 2026
Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play
Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's...
Friday 23 October 2026
Analysis: Nvidia's DSX POD reshapes AI factory supply chains
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Thursday 22 October 2026
Analysis: Musk's thrusting Roadster takes off, but questions remain up in the air
Tesla unveiled its new Roadster, equipped with rocket-style thrusters, on October 15 and announced plans to begin production in 2028, more than a decade after the second-generation...
Thursday 22 October 2026
Analysis: Why Tesla needs to manufacture Optimus robots before its humanoid AI is ready
Tesla's move into early production of its Optimus humanoid robot has exposed an unusual challenge in scaling embodied artificial intelligence (AI): the company may need to manufacture...
Tuesday 20 October 2026
Analysis: China's proposed AI export controls reach beyond chips to design IP, computing infrastructure
China is proposing to extend AI technology export controls to chip design, memory technologies, and large-scale computing clusters, introducing specific technical thresholds for ea...
Tuesday 20 October 2026
Analysis: China's proposed AI export controls target top-ranked foundation models, advanced agents
Chinese AI companies expanding overseas could face more clearly defined technology export restrictions under proposed regulations covering foundation models, AI agents, chip design,...