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.
Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion, in what could become one of the largest AI chip listings to date.
The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.
Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory, but also for passive components, sensors, and power semiconductors.
