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Wednesday 23 September 2026
CME Group's GPU futures debut stalls as CFTC flags concerns
As artificial intelligence transitions into a primary driver of global economic growth, computing power is shifting from a basic cloud utility to an emerging financial asset class...
Wednesday 23 September 2026
Acbel targets Europe's fast-charging market with new high-power DC modules
Demand for faster EV charging is rising as markets move from slow AC systems to DC fast charging and ultra-fast networks. The expansion in Poland points to wider global implications...
Wednesday 23 September 2026
Seven Chinese AI companies hit US$10.7 billion ARR, but the harder race is paying for scale

China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost...

Tuesday 22 September 2026
Changs Ascending eyes AI data center backup power, storage growth
Changs Ascending's board approved an operating plan on Sept. 21 to launch an energy systems integration push into the AI data center sector, betting on structurally rising demand from...
Tuesday 22 September 2026
Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South
Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond...
Tuesday 22 September 2026
Alibaba speeds V900 rollout, targeting 20GW of data centers
Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors,...
Tuesday 22 September 2026
Alibaba expands full-stack AI push as cloud data centers target 20 GW by 2032
Alibaba Group Holding Ltd. doubled down on its full-stack AI strategy at the 2026 Apsara Conference, which opened on Sept. 22 at the Hangzhou International Expo Center. Alibaba Group...
Tuesday 22 September 2026
Exclusive: China SiC capacity tightens, spilling orders over to Taiwanese foundries

China's silicon carbide (SiC) end-market demand is expanding rapidly, driven by high-voltage charging infrastructure and AI servers...

Tuesday 22 September 2026
Apple's reported AI server push could reshape its role in enterprise infrastructure

Apple is reportedly developing an enterprise AI inference server powered by its in-house M8 Ultra chips. This move could mark its return...

Tuesday 22 September 2026
China puts AI computing into orbit with first integrated satellite launch
China has taken another step toward deploying artificial intelligence (AI) computing infrastructure in space after a commercial rocket launched nine satellites, including the country's...
Tuesday 22 September 2026
Nscale seeks New York listing as AI infrastructure demand tests investor appetite
British neocloud provider Nscale has filed to list on the New York Stock Exchange, seeking up to US$3 billion in a deal that could value the company at US$30 billion to US$35 billion...
Tuesday 22 September 2026
AI Drones Advance Industrial Inspection, Suntek Unlocks New Market Opportunities

Critical infrastructure across power generation, petrochemicals, and manufacturing plays a vital role in industrial operations. As equipment ages, ongoing maintenance...

Tuesday 22 September 2026
Nvidia Rubin architecture drives high-end MLCC demand, solidifying Murata, SEMCO leadership

While market focus surrounding AI infrastructure has centered primarily on core computing components—such as GPUs, CPUs, high-bandwidth...

Tuesday 22 September 2026
AI inference demand surges as training slowdown talk fades
Calls to slow frontier AI model training have sparked debate across the AI semiconductor industry, but executives at the AI Infra Summit in Santa Clara, California, said the real buildout...
Tuesday 22 September 2026
Loyalty Founder Enterprise sees AI server expansion lifting growth outlook

Loyalty Founder Enterprise's push into AI servers, storage, and networking is beginning to boost scale and profitability, with implications...