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Jul 21

WAIC 2026 elevates the 'token factory' — why is China chasing cheap tokens over bigger models?

At the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, held July 17-20 across "three districts and four venues" with more than 1,100 exhibitors, one phrase recurred across vendor booths and keynotes: the "token factory".

Google developing 'frozen' chip that embeds Gemini models for efficiency gains

Jul 21

China's magnet exports hit records — but the tap stays political

Jul 21

Kimi K3 surge traces to Moonshot AI's GTC roadmap

Jul 21

Middlemen emerge as ASEAN's No. 2 AI compute buyers

Jul 21

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SERVER, IPC, CLOUD COMPUTING, IOTSupermicro's record US$60 billion orders, tied to SpaceX, overshadow soft revenue

Jul 22, 08:44

Supermicro's preliminary fourth-quarter results suggest the server maker's bet on rack-scale AI infrastructure is beginning to pay off in profitability, not just volume — and that a new class of "neocloud" buyers led by Elon Musk's SpaceX is reshaping its order book. The company said on Tuesday that it took in more than US$60 billion in new orders during the quarter ended June, driving its backlog to a record, even as revenue came in soft.

AIMemory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says

Jul 22, 08:39

The global memory shortage will worsen in 2027 and may not begin to ease until the second half of 2028, with prices likely to remain elevated for the next two to three years, according to Wallace Kou, president and CEO of Silicon Motion.

AIMoonshot AI welcomes Musk challenge as enterprise API revenue hits 70%

Jul 22, 08:38

Chinese AI startup Moonshot AI said it welcomes competition from the world's top model developers after Tesla CEO Elon Musk suggested his in-training 2-trillion-parameter model could "possibly surpass Kimi." The company also disclosed that roughly 70% of its business-to-business revenue now comes from API services, underscoring the growing weight of enterprise customers in its commercialization strategy.

AIChina weighs stricter AI and chip export curbs after Kimi K3 benchmark win

Jul 22, 08:38

China is considering tighter export controls on artificial intelligence and semiconductor technologies amid intensifying competition with the US in frontier AI. The proposed measures, reported by Financial Times, would also target overseas acquisitions of advanced technology startups and could appear in the next revision of Beijing's export control catalogue.

AIAnthropic wins approval for US$1.5 billion copyright settlement with authors

Jul 22, 08:38

Anthropic has secured court approval for a US$1.5 billion settlement to resolve a major copyright lawsuit brought by authors over training its Claude chatbot on unauthorized works. The agreement, approved by a US District Court judge, was described as the largest copyright settlement in US history.

AITaiwan's looming AI literacy gap risks fueling misinformation

Jul 22, 08:37

Academia Sinica has warned that the rapid spread of AI could create broader social risks if people lack the basic knowledge needed to judge whether AI-generated information is true. As Taiwan's highest academic institution, it is preparing an AI policy proposal to help inform policymaking, according to Academia Sinica president Chien-Jen Chen.

AIMicrosoft evaluates Kimi K3 for Copilot to lower inference costs

Jul 22, 08:37

Microsoft is evaluating Moonshot AI's open-source Kimi K3 model for some Copilot functions as it looks for lower-cost alternatives to OpenAI and Anthropic systems. According to The Information, the software company has already started adding Kimi K3 to Azure while its engineering teams assess whether the model can be used in Copilot.

AIOpenAI chair says enterprise AI will shift from token costs to outcomes

Jul 22, 08:34

OpenAI Chair Bret Taylor said businesses will soon stop closely tracking token costs as artificial intelligence spending management becomes more automated. Speaking to CNBC, he said third-party providers are already taking over that work and predicted that corporate IT teams will focus more on industry-specific use cases and outcome-based pricing within 12 months.

SERVER, IPC, CLOUD COMPUTING, IOTTesla's EV platform powers Optimus scale production edge

Jul 22, 08:34

Tesla's humanoid robot Optimus is set to begin mass production at the end of July, according to supply chain sources. Tesla previously retooled an electric vehicle production line in just 46 days to support the new robot, underscoring how seriously it views humanoid robots as a key growth direction.

AIJapan weighs new standards post to gain an edge in AI and chips

Jul 22, 08:34

Japan is considering creating a senior government position to coordinate international standardization across ministries and industry, as Tokyo seeks to convert a sweeping investment drive into a stronger global position for Japanese companies in artificial intelligence (AI), semiconductors and other strategic technologies.

AI'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

Jul 22, 08:33

Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were one business. The comment comes as ASML's results for the second quarter of 2026 beat expectations, with the lithography equipment maker lifting its full-year outlook again. Zeiss Semiconductor Manufacturing Technology (SMT) President and CEO Frank Rohmund said the strong ASML report is good news for Zeiss as well, underscoring a partnership that has become deeply intertwined.

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