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Wednesday 11 November 2026
CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh
CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh...
Wednesday 11 November 2026
Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms
Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI)...
Wednesday 11 November 2026
TSMC plans investments in Anthropic, OpenAI; sets up investment firm to expand semiconductor strategy
Taiwan Semiconductor Manufacturing Company (TSMC) approved three strategic investment plans on November 10. This includes committing up to US$500 million each to Anthropic and OpenAI...
Tuesday 10 November 2026
Spy probe highlights Nvidia's heavy reliance on CEO
Nvidia's management structure has become a topic of discussion after CEO Jensen Huang became embroiled in an espionage case following his affair with an alleged Chinese spy. With power...
Tuesday 10 November 2026
Anthropic's Fable 5.2 and Mythos 5.2 advance agentic AI
The launch of Claude Fable 5.2 and Claude Mythos 5.2 marks a decisive shift in artificial intelligence, transitioning models from passive task completion to true autonomous collaboration...
Tuesday 10 November 2026
Ericsson CEO bets on AI and in-house RAN chips as 6G, satellite competition loom
Ericsson CEO Per Narvinger is betting on AI to drive the next wave of telecom equipment demand, as the Swedish vendor develops dedicated radio access network (RAN) chips, strengthens...
Tuesday 10 November 2026
Nvidia legal chief accused of interfering in Megaspeed probe
An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau...
Tuesday 10 November 2026
TSMC October 2026 revenue surges 59.7% on strong AI chip demand
TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure...
Tuesday 10 November 2026
Nvidia could face more scrutiny by new Congress in wake of spy probe
An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair...
Tuesday 10 November 2026
Anthropic breach exposes 100+ South Korean enterprise Claude accounts
Anthropic’s generative AI service Claude suffered a data breach affecting more than 100 South Korean enterprise accounts, exposing customer names, email addresses, account IDs,...
Tuesday 10 November 2026
Sharp eyes AI server deliveries in Japan as early as March 2027
Sharp said it could begin delivering its new AI servers to customers as early as March 2027, leveraging parent company Foxconn's procurement and manufacturing capabilities to target...
Tuesday 10 November 2026
Commentary: How will US midterms and Jensen Huang controversy reshape AI policy?
Recent developments, including the Democratic Party's strong showing in the US midterm elections and calls for Nvidia CEO Jensen Huang to brief Congress on national security matters,...
Tuesday 10 November 2026
Phison locks in 70% of its 2027 NAND supply as AI demand surges
Phison Electronics CEO Pua Khein-Seng expects AI demand to surge again after the Lunar New Year, tightening NAND Flash supplies and intensifying competition for high-capacity triple-level...
Tuesday 10 November 2026
CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network
Zhu Yiming, chairman of ChangXin Memory Technologies (CXMT), reportedly participated in Chinese AI startup DeepSeek's second funding round, drawing attention to his semiconductor investment...
Tuesday 10 November 2026
Trump says FBI examining Huang affair as Nvidia faces widening legal scrutiny
US scrutiny surrounding Nvidia CEO Jensen Huang is expanding across national security, chip export enforcement, and shareholder disclosures, with US President Donald Trump saying the...