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Sep 21
Apple, Xiaomi, Qualcomm each eye edge AI ecosystem gains
Market sources say Apple is developing an enterprise AI server that could use 2-4 unreleased M8 Ultra processors, aimed at AI developers, large enterprises and government agencies for AI inference workloads. Apple's edge data center may also adopt NVLink. Apple and Nvidia have not responded.
Alibaba speeds V900 rollout, targeting 20GW of data centers
Sep 22, 14:53
Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors, networking, storage and data centers.

Taiwan's Legislative Yuan passed the Virtual Asset Service Act in June 2026, and Taiwan's Financial Supervisory Commission (FSC) is now drafting delegated regulations, with completion planned for the first quarter of 2027. PwC Taiwan managing director Monica Lee said banks will need licenses to operate virtual asset services, and lending licenses are the most likely to be profitable.

DeepSeek CEO Liang Wenfeng said during a call with investors that he aims to rely on Huawei chips to train the startup's models in the future, and that a batch of training chips from Huawei are set to begin arriving at his company as early as the fourth quarter of 2026.

Chinese labs have spent the year arguing that reinforcement learning, not pre-training, holds the next gains. Xiaomi has now put a price on that argument. The company released and open-sourced its MiMo-V2.6 series on September 22, after livestreaming the reinforcement learning post-training run that produced it — publishing step counts, token consumption, and a running cost meter on a public page as the models trained.

As artificial intelligence advances toward greater autonomy, balancing capabilities with safety has become a central challenge for industry leaders. Emerging model behaviors and high-profile security incidents have prompted a continuous evolution of safety initiatives, internal engineering adjustments, and proposed joint testing efforts between major AI developers.

Google has opened preorders for the first Googlebook models, with prices starting at US$899, as it pushes Gemini AI deeper into the notebook experience and links phones, apps, and desktop workflows through a new operating system that blends Android and ChromeOS elements. The launch targets Android users, developers, and the premium notebook market.

Meta Connect 2026 is set to begin on September 23, with the next generation of AI smart glasses expected to be a key focus. Among the products drawing particular industry attention is a device internally code-named "Luna," which is reportedly being designed without a camera.

Demand from high-tech companies for new research and manufacturing sites remains strong, prompting Taiwan to advance plans to expand Longtan Science Park by 104 hectares as the government seeks to accommodate continued growth in AI and semiconductor industries.

Apple is reportedly developing an enterprise AI inference server powered by its in-house M8 Ultra chips. This move could mark its return to the enterprise server market after more than a decade. If the project reaches market, it may also reshape Apple's infrastructure strategy, supplier relationships, and place in AI computing.

Europe intends to triple its data center capacity within five to seven years. On September 21, the European Commission set out how it plans to monitor that expansion: a common EU rating scheme that will attach a public electronic label, covering energy and water use, to every data center in the bloc with at least 500kW of installed IT power demand. The label provides ratings; it does not yet impose requirements. Binding minimum performance standards are a separate proposal, and the consultation on them opened only that day.

Industry sources say Valve is expected to launch a new Steam Deck in 2027, setting up a tougher contest for Taiwanese original design manufacturer (ODM) Quanta as China's Huaqin moves to win the manufacturing order. The winner has not yet been confirmed.