Shares of Nvidia's major Taiwanese manufacturing partners rose on Monday despite mounting concerns over CEO Jensen Huang's future, suggesting that investors have yet to price in significant...
SK Group chairman Chey Tae-won has defended Samsung and SK's combined KRW4,755 trillion (approx. US$3.52 trillion) investment plans, arguing that South Korea cannot keep pace in the...
King Yuan Electronics (KYEC) president Gauss Chang said the AI era is creating new challenges for capacity expansion, as rapidly rising chip prices and shorter product cycles are reshaping...
Nvidia, SK Telecom and South Korean AI chip startup Rebellions have agreed to develop rack-scale AI inference systems that combine Nvidia GPUs with Rebellions' next-generation neural...
Nvidia CEO Jensen Huang appears to have become a target of Chinese intelligence activity, while his admission of an extramarital affair has drawn attention to his relationship with...
Anthropic has committed US$3.4 billion to acquire 1.7 GW of heavy-duty gas-fired generators, along with the engineering and construction services needed to install them, marking the...
Texas' incoming Democratic governor, Gina Hinojosa, plans to reassess the state's partnerships with the technology sector and strengthen oversight of data-center expansion, potentially...
Washington's case for letting Nvidia sell H200 chips to China rested on case-by-case national-security screening. A New York Times investigation published on November 7 suggests...
Nvidia is pitching South Korea's factories as the proving ground for robots trained in simulation. At its AI Day Seoul 2026 event on November 9, the company detailed physical AI projects...
DeepSeek said its open-source AI agent framework, DeepSeek Harness, had 1.54 million daily active users as of November 4, more than quadrupling in less than three months. The company...
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Microsoft is phasing out a rented compute capacity agreement with Oracle after deciding not to renew a contract with the cloud provider. The separation is a part of a larger rethinking...
SpaceX CEO Elon Musk said the company's annual recurring revenue (ARR) will likely exceed US$500 billion in December 2027, and that a US$1 trillion run rate is no longer out of the...
Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones...
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
