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Jul 28

Google TPU surge and Meta capacity push fuel CSP capex wave

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge. Google has already said it will raise capex again in 2027, and industry watchers expect AWS and Microsoft to follow, keeping AI infrastructure momentum strong with more capital injections.

Squeezed by China, Taiwan ODMs pivot to AI for new growth

Jul 28

Anthropic CEO denies seeking open-weights ban, outlines national security priorities

Jul 28

Robot boom heats up as Taiwan chipmakers race to catch up

Jul 28

Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Jul 28

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ICT MANUFACTURINGAustralia capital markets ride AI deal wave as cloud startups target listings

Jul 29, 08:00

Australia's capital markets have picked up pace on the back of AI-related demand, with listings and equity raisings reaching US$11.4 million in the first half of 2026, up from US$10.6 billion in the first half of 2025, according to Bloomberg. This growth has been driven in part by investors seeking exposure to the AI supply chain, including data center and cloud services businesses.

ICT MANUFACTURINGThailand drops land bridge plan after review flags weak returns and environmental risks

Jul 29, 07:45

Thailand has canceled its proposed Land Bridge Project after a government review concluded that the cross-country route would generate lower-than-expected returns and could harm the environment. Finance Minister Ekniti Nitithanprapas announced the decision on July 24, according to Bloomberg and The Nation.

AINvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme

Jul 28

A senior sales manager allegedly helped route GB300-equipped servers through Japan and Hong Kong over three years, in a scheme prosecutors value at up to $300 million

AINvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform

Jul 28

Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving SSI access to Nvidia's next-generation Vera Rubin systems and expanding its computing capacity by an order of magnitude.

SERVER, IPC, CLOUD COMPUTING, IOTLG wins Nvidia certification for 600kW CDU and lands North America data center project

Jul 28

LG Electronics said on July 27 that its 600kW coolant distribution unit has received Nvidia certification after passing more than 100 standardized AI factory technology validations. The company also said it recently secured cooling projects for a North America hyperscale cloud service provider and the Sinar Mas data center in Jakarta, Indonesia.

IT COMPONENTS, PERIPHERALSSmart glasses ignite AI device battle as China nears 80% global brand share

Jul 28

Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained by bulky designs and limited use cases, smart glasses are now drawing investment from global tech giants and hardware startups alike, while also redrawing the supply chain.

AIAnthropic seeks SK Hynix supply for AI chips, SK chair says

Jul 28

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He made the remarks at a recent AI summit in San Francisco, where he also disclosed that South Korea's three new investment plans in semiconductor expansion, AI data centers and physical AI would total more than US$3 trillion.

AINvidia leads new Open Secure AI Alliance to build shared cybersecurity defenses

Jul 28

More than 40 technology companies launched the Open Secure AI Alliance on Sunday, a new initiative to develop open-source tools and techniques for AI-powered cybersecurity defense, while pushing back against calls to restrict access to open AI models.

AIApple, Micron's clash over CXMT puts White House in the middle

Jul 28

Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed by Micron. Both companies are lobbying the administration of US President Donald Trump, which could force him to make an uncomfortable choice between his goals of cheaper prices or domestic chip production.

AIMoonshot AI opens Kimi K3 weights, challenging US closed-model economics

Jul 28

Moonshot AI officially released the model weights for its Kimi K3 large language model on July 27, allowing developers to download, fine-tune, and deploy it.

SERVER, IPC, CLOUD COMPUTING, IOTNvidia's Vera targets AI server growth, with CSP adoption the key test

Jul 28

Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing systems provider. But the company still needs cloud service providers (CSPs) to embrace the platform at scale if it wants to challenge Intel and AMD in servers.

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