Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired. The two Korean chipmakers now hold stronger, not weaker, negotiating power over DRAM supply, according to South Korean and Chinese trade press.

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.

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).