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Monday 5 October 2026
Amazon signs 20-year nuclear power deal with Constellation for AI demand
Amazon and Constellation Energy signed a 20-year power purchase agreement that will supply 690 MW from the Calvert Cliffs nuclear plant in Maryland. The deal was announced as AI and...
Monday 5 October 2026
Foxconn September revenue tops NT$1 trillion for first time on AI, ICT demand
Driven by strong momentum in AI and consumer electronics, Foxconn reported consolidated revenue of NT$1.158 trillion (US$36.7 billion) for September 2026, marking the first time its...
Monday 5 October 2026
Pegatron AI servers boost September revenue
Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...
Monday 5 October 2026
Deutsche Telekom targets US$2.8 billion in savings as AI business grows
Deutsche Telekom expects artificial intelligence and automation to generate around EUR2.5 billion (approx. US$2.8 billion) in indirect-cost savings by 2030 compared with 2023, Reuters...
Monday 5 October 2026
Trend Micro opens closed preview for AI-driven vulnerability discovery service
Trend Micro said on October 5 that it was opening closed preview access to Autonomous Vulnerability Discovery in Trend Vision One, expanding an AI-driven security service that identifies...
Monday 5 October 2026
AI hardware is propping up world trade, and pulling it toward East Asia and North America
The resilience of global goods trade amid tariff escalation and an energy shock is real, but it rests on a narrow base. A breakdown of ITC Trade Map export data shows that a handful...
Monday 5 October 2026
Bessent expects US-China AI incident channel as Washington leans on voluntary oversight
US Treasury Secretary Scott Bessent said Washington and Beijing are likely to agree on a way to alert each other when artificial intelligence goes wrong, signaling that AI safety is...
Monday 5 October 2026
Global AI servers shift production nearshore, slowing direct Taiwan exports to US
Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion...
Monday 5 October 2026
DeepSeek Harness challenges Agent lock-in with Claude Code Mods bridge and open plugin architecture
DeepSeek has released a new version of DeepSeek Harness, adding an experimental compatibility layer for Anthropic's Claude Code Mods and sharpening its broader effort to build an open,...
Monday 5 October 2026
Tech giants push into Australia for AI data centers
Microsoft is expanding AI and cloud infrastructure in Australia, while Google has announced a Christmas Island connectivity hub amid reports of a proposed data center there. Australia's...
Monday 5 October 2026
AI server lines accelerate automation, boosting cobot demand
The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
Monday 5 October 2026
Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm
Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure...
Monday 5 October 2026
US appoints new AI czar, task force; seeks balance between safety, competition
The US Trump administration has appointed a new AI czar and task force, which will have 120 days to report on AI's risks and opportunities and recommend the federal government's role...
Monday 5 October 2026
Musk raises Tesla AI5 memory to 96GB after cut
Tesla CEO Elon Musk first said on X that the capacity of the AI5 chip memory would be cut in half to 72GB, but later clarified that AI5 will use 96GB of LPDDR5 instead. The change...
Monday 5 October 2026
TSMC emerges as potential Terafab partner as suppliers see over 80% chance of Musk deal
Days after reports emerged that TSMC was reassessing plans for a wafer fab in Texas, Tim Culpan, a former Bloomberg columnist and founder of independent media outlet Culpium,...