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Apr 30

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with CEO Sundar Pichai framing the quarter as evidence that its "full-stack" AI strategy is beginning to translate into measurable business performance.

SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy

Apr 30

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Apr 30

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

Apr 30

SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry

Apr 30

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SERVER, IPC, CLOUD COMPUTING, IOTOpenAI demand doubts cast shadow over AI server supply chain

May 1, 14:53

OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center procurement plans may be reassessed, reportedly raising questions for a supply chain led by Quanta Computer, Wistron and Foxconn.

SERVER, IPC, CLOUD COMPUTING, IOTChina's $1M Nvidia AI servers expose global chip squeeze

May 1, 13:30

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now fetching scarcity-driven premiums that reflect tightening export controls and surging domestic demand.

SERVER, IPC, CLOUD COMPUTING, IOTChina unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs

May 1, 11:02

China's National Supercomputing Center in Shenzhen has launched the LineShine supercomputer project, aiming to break into the exascale tier with a CPU-only architecture that excludes both GPU accelerators and foreign components, challenging the current global trajectory of supercomputing design.

SERVER, IPC, CLOUD COMPUTING, IOTColumn: Designing safety for VLA robots in commercial deployment

May 1, 11:01

The deployment density of service and mobile robots in commercial environments has surged over the past three years. What began as narrowly defined automation—inspection units in factories or delivery bots in controlled settings—has expanded into restaurants, retail stores, hospitals, warehouses, and even outdoor logistics. Yet despite this rapid proliferation, most of these machines still operate on rigid rules and pre-programmed workflows, closer to moving appliances than adaptive systems.

AIHardware bottlenecks emerge as humanoid robotics race intensifies

May 1, 11:01

Competition in humanoid robotics has intensified in recent years, with advances in artificial intelligence and machine learning often cited as the main drivers of progress. However, attention is increasingly turning to hardware limitations—particularly actuators used in robotic hands and arms—which some industry participants argue remain the key barrier to achieving human-level dexterity and commercial viability.

PC, CESamsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models

May 1, 11:00

Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on compensation structures, particularly performance-based bonuses linked to semiconductor profits, which workers argue have become increasingly opaque and insufficient relative to the company's record earnings in the AI-driven chip cycle.

PC, CEApple earnings call signals a supply-constrained handoff to the Ternus era

May 1, 08:35

Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message was controlled and deliberate: demand is strong, constraints are external, and incoming CEO John Ternus represents continuity with sharper hardware and AI execution.

PC, CEApple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

May 1, 08:00

Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound in China driving a broad-based earnings outperformance.

PC, CECommentary: Honor's robot win highlights thermal edge in robotics

May 1, 00:05

The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged as the unexpected winner — raising questions over whether the company's success reflects genuine technological strength or exposes lower-than-expected barriers in the humanoid robotics sector.

AIAGI, Inc. advances on-device agentic AI strategy as it targets cross-platform automation

Apr 30

AGI, Inc., also known as The AGI Company, is a San Francisco–based applied AI startup developing what it describes as "on-device superintelligence" for smartphones, computers and browsers. In the emerging agentic AI era, the company focuses on systems that go beyond generating responses and instead execute real-world tasks on behalf of users.

AIGoogle's split TPU chips signal shift from universal to specialized AI accelerators

Apr 30

Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i. This move goes beyond simply designing two chips; it reflects Google's capability to break down bottlenecks across different stages of the model lifecycle, restructuring chip design, interconnects, memory, scheduling, and software stacks.

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