Microsoft Corp. has given the first clear accounting of its revenue from OpenAI: US$24.1 billion for the year ended in June, likely close to 70% of its actual AI sales. The figure puts a hard number on a reliance the software giant has quietly worked to reduce ever since the two companies became partners.
Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking pushed up demand for air and ocean freight. The logistics firm said the peak shipping season began earlier than usual in July, tightening capacity across its network.
Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling solutions and placing additional orders for Nvidia's Grace Blackwell (GB) series of products.
Washington has moved to keep tungsten waste and recycled battery material inside its own borders, a step that underscores how deeply critical-minerals policy has become entangled with the broader US-China strategic rivalry.
ByteDance's Seed research team has released SeedRealtime. This native audio-visual full-duplex large language model, the company says, marks the industry's first large-scale deployment of audio-video full-duplex technology. The launch, announced August 5 on the Seed team's blog, points to where Chinese AI labs are increasingly competing: not just on text benchmarks, but on how naturally a model can see, hear, and respond in real time.
India's Taxation and Other Laws (Amendment) Bill, 2026, gives foreign suppliers to the country's electronics contract manufacturers a decade of extra tax certainty and removes some of the approval hurdles that had constrained foreign cloud and data-center operators, according to the bill text introduced in the Lok Sabha (the Lower House of India) on July 31, 2026, by Finance Minister Nirmala Sitharaman.
Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now locked into long-term contracts, according to the company's fourth-quarter earnings call on August 5, 2026.
Google is restructuring the leadership of its AI division at a moment when the company can least afford instability at the top of its research organization, with chief scientist Jeff Dean departing after 27 years and Demis Hassabis stepping back from day-to-day control of Google DeepMind.
The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the Federal Communications Commission considering a ban on new Chinese-made optical transceiver models used in data centers.
All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand its AI footprint in the US underscores why dark fiber is essential for distributed AI computing centers, according to Chau-Lyan Chang, director general of Taiwan's National Center for High-performance Computing (NCHC).
Taiwanese supply-chain players said new microdisplay designs and optical simulation tools are accelerating consumer augmented reality (AR) glasses adoption as the market shifts toward lighter devices, higher image quality, and better optical efficiency. The comments were tied to ongoing development in smart glasses and spatial computing, where hardware performance remains a central hurdle.
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