Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy is my friend." The deal gives Anthropic access to SpaceX's Colossus 1 data center, with more than 220,000 Nvidia GPUs, potentially easing near-term capacity constraints for Claude.
One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture of Nvidia's next-generation Vera Rubin platform, a shift that has already triggered sharp swings among related suppliers in Taiwan's equity market.
US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds as planned, it would mark Trump's first visit to Beijing since returning to the White House and the most consequential meeting between the two leaders since the escalation of the US-China technology war reshaped the global economy.
Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with early specifications pointing to a 1.4nm-class design, a 10-core CPU, a large 96MB system-level cache, and a possible PC variant aimed at Google's Chromebook ecosystem.
As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing services (EMS) and original design manufacturers (ODM) for the first quarter of the year. The results underscored a sector increasingly being redrawn by the rise of generative artificial intelligence (GenAI), which continues to drive both growth and competitive realignment across the electronics supply chain.
GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen.
