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Sep 21
Apple, Xiaomi, Qualcomm each eye edge AI ecosystem gains
Market sources say Apple is developing an enterprise AI server that could use 2-4 unreleased M8 Ultra processors, aimed at AI developers, large enterprises and government agencies for AI inference workloads. Apple's edge data center may also adopt NVLink. Apple and Nvidia have not responded.
Changs Ascending's board approved an operating plan on Sept. 21 to launch an energy systems integration push into the AI data center sector, betting on structurally rising demand from AI computing centers for stable power, backup power, and ESS. The lithium battery materials maker aims to extend its proven UPS, lithium iron phosphate battery and BESS integration capabilities in semiconductor sites into AI data center power infrastructure as the next growth engine for its energy business.

Meta's new AI agent, Muse, has leapt to the top of app charts roughly two weeks after its release. Its popularity has helped push up chip stocks by focusing attention on the importance of CPUs for agentic AI.

Humanoid robot makers are accelerating investment in dexterous hands as the component becomes increasingly important to fine manipulation. Chinese robotics company Unitree Robotics launched its new Dex5-S dexterous hand on September 21, raising the degrees of freedom to 22 and adopting dimensions close to those of a human hand. Prices start at CNY39,900 (approx. US$6,000), underscoring a shift from demonstration-focused products toward practical tasks and deeper integration with complete humanoid robot systems.
Acer debuts first Googlebook with 360-degree hinge
Sep 22, 15:04
Acer has launched its first Googlebook, a new flagship notebook equipped with Gemini Intelligence that combines premium materials, strong performance, smart features, and seamless syncing with Android phones. The Acer Googlebook 14 is also the first convertible Googlebook on the market.
Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond India's borders. The move positions the country as a supply base for AI compute at a moment when it generates far more data than it can process at home.
Alibaba speeds V900 rollout, targeting 20GW of data centers
Sep 22, 14:53
Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors, networking, storage and data centers.

Taiwan's Legislative Yuan passed the Virtual Asset Service Act in June 2026, and Taiwan's Financial Supervisory Commission (FSC) is now drafting delegated regulations, with completion planned for the first quarter of 2027. PwC Taiwan managing director Monica Lee said banks will need licenses to operate virtual asset services, and lending licenses are the most likely to be profitable.

DeepSeek CEO Liang Wenfeng said during a call with investors that he aims to rely on Huawei chips to train the startup's models in the future, and that a batch of training chips from Huawei are set to begin arriving at his company as early as the fourth quarter of 2026.

Chinese labs have spent the year arguing that reinforcement learning, not pre-training, holds the next gains. Xiaomi has now put a price on that argument. The company released and open-sourced its MiMo-V2.6 series on September 22, after livestreaming the reinforcement learning post-training run that produced it — publishing step counts, token consumption, and a running cost meter on a public page as the models trained.

As artificial intelligence advances toward greater autonomy, balancing capabilities with safety has become a central challenge for industry leaders. Emerging model behaviors and high-profile security incidents have prompted a continuous evolution of safety initiatives, internal engineering adjustments, and proposed joint testing efforts between major AI developers.

Google has opened preorders for the first Googlebook models, with prices starting at US$899, as it pushes Gemini AI deeper into the notebook experience and links phones, apps, and desktop workflows through a new operating system that blends Android and ChromeOS elements. The launch targets Android users, developers, and the premium notebook market.