Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia's dominance in AI infrastructure by courting "neocloud" providers that have traditionally built their businesses around Nvidia GPUs.
AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion in China's fiber-optic industry. Since the fourth quarter of 2025, fiber prices have continued rising alongside demand for higher-end products, prompting incumbents such as FiberHome to expand preform and specialty fiber capacity, while attracting cross-sector players including Lingyi iTech, Han's Laser, and Hoshine.
Apple is reportedly evaluating AI model compression technology from Silicon Valley startup PrismML as it seeks to run more capable AI models directly on iPhones, a move that could improve performance while reducing reliance on cloud computing.
CATL is rapidly expanding into AI infrastructure. Through strategic investments in DeepSeek, data centres and power systems, the company is positioning itself at the energy layer of the AI computing value chain, extending its business well beyond electric vehicle batteries.
Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time at the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, placing domestic computing infrastructure at the centre of China's flagship AI gathering.
As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.
