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Thursday 12 November 2026
Naver signs US$1.5 billion AI cloud deal with US firm
Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer...
Thursday 12 November 2026
Synnex pivots to AI solution enabler, targets continued growth in 2027
Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors,...
Thursday 12 November 2026
SoftBank rejects Musk's default claim, books JPY597.2B data-center loss
SoftBank Group (SBG) has denied SpaceX CEO Elon Musk's claim on X that the company defaulted after ordering turbines, while saying its AI infrastructure plans remain on track. However,...
Thursday 12 November 2026
Sam Altman warns Samsung of short-term AI demand volatility
OpenAI CEO Sam Altman warned Samsung Electronics executives that AI memory demand could fluctuate in the short term, with the market potentially counting the same demand more than...
Thursday 12 November 2026
Meta infrastructure chief to hand over AI compute role in 2027
Meta Platforms' longtime infrastructure chief Santosh Janardhan will leave after the end of 1Q27, with former Amazon Web Services (AWS) vice president Dave Brown set to succeed him...
Thursday 12 November 2026
Intel China wants to turn untapped renewable energy into AI tokens with computing pods slated for 1H27
As demand for AI computing expands across industries and applications, chipmakers are seeking opportunities beyond conventional data centers, extending into enterprise deployments...
Thursday 12 November 2026
TSMC sees surging AI chip demand, highlights advanced packaging and physical AI opportunities
TSMC is facing unprecedented demand for its advanced chips as artificial intelligence (AI) infrastructure investment accelerates, with advanced packaging and emerging physical AI applications...
Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
Thursday 12 November 2026
TECO pivots to AI infrastructure services with Japan project
TECO Electric & Machinery is expanding into global AI computing infrastructure, announcing on the November 11 that it will partner with AI cloud service provider GMI Cloud and...
Thursday 12 November 2026
China's US$225 million space computing venture confronts cost of taking data centers into orbit

Zhongke Nebula has registered in Hefei with CNY1.5 billion (approx. US$225 million) in committed capital, bringing state-backed investors and domestic...

Wednesday 11 November 2026
Advantech's Korea business grows 67% in first three quarters, says incoming CEO
Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local...
Wednesday 11 November 2026
AI demand drives record revenue for Altos through October
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41...
Wednesday 11 November 2026
Tatung October revenue falls 8% year on year as Elitegroup shipments slip
Tatung Co. said its consolidated revenue fell 8.06% year on year to NT$3.392 billion (US$103.47 million) in October 2026, down 8% from September, as weaker shipments of some products...
Wednesday 11 November 2026
Inside Anthropic's blockbuster IPO: strategic tech alliances, massive compute commitments, and the dual realities of AI growth
Anthropic's landmark initial public offering (IPO) filing to list on the Nasdaq under the ticker symbol ANT represents a defining milestone for both the company and the entire artificial...
Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand...