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Thursday 21 May 2026
Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise)...
Thursday 21 May 2026
From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis
Philip Johnston, co-founder and CEO of Starcloud, opened the second day of the Plug and Play Silicon Valley May Summit in Sunnyvale with a proposition that would have sounded implausible...
Thursday 21 May 2026
How South Korea is pitching itself to Silicon Valley's startup elite
South Korea made its case to Silicon Valley investors and startups on the first day of the Plug and Play May Summit in Sunnyvale, positioning Seoul not as an emerging market but as...
Thursday 21 May 2026
Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...
Thursday 21 May 2026
Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...
Thursday 21 May 2026
OpenAI picks Singapore for first overseas applied AI lab

OpenAI will commit more than S$300 million (approx. US$235 million) to expand Singapore's artificial intelligence (AI) ecosystem, choosing...

Thursday 21 May 2026
South Korea bets on KIST, LG to catch up in humanoid robots
South Korea has launched a five-year public-private project to build a domestic AI humanoid robot platform, bringing together KIST, LG affiliates, universities, and a hospital as the...
Thursday 21 May 2026
Moonshot AI abandons offshore structure to pursue landmark Hong Kong IPO

Moonshot AI, the Beijing-based generative AI unicorn behind the widely popular Kimi chatbot, has informed its shareholders that it intends to dismantle...

Thursday 21 May 2026
OSE targets AI server SMT growth as memory demand lifts outlook
Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
Thursday 21 May 2026
Auto parts remain Iron Force’s core as AI server cooling shipments begin in 2Q26
Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and...
Thursday 21 May 2026
Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple
Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...
Thursday 21 May 2026
Column: Agentic AI's autonomy problem—the security risks from machines that act
Artificial intelligence is undergoing a fundamental shift. Generative AI — passive, prompt-dependent, inert without input — has given way to agentic systems that reason,...
Thursday 21 May 2026
Limited joint-load capacity threatens humanoid robots' ability to replace human labor
Humanoid robot developers and suppliers are increasingly focused on joint-module load-bearing capabilities as a key barrier to replacing human workers, according to supply-chain sources...
Thursday 21 May 2026
DFI flags supply crunch, not orders, as 2026's real growth ceiling
DFI Inc. said healthy order visibility and strong demand from medical and defense projects will sustain growth into the second half of 2026, but widening component lead times driven...
Thursday 21 May 2026
Nvidia revenue surges 85% as data center sales jump 92%
May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...