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NEWS TAGGED 2026
Tuesday 27 October 2026
Jensen and Musk both think aging GPUs are worth more than the books show
Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic:...
Tuesday 27 October 2026
Tesla sees Cybercab becoming a new growth bet amid declining auto revenue
Tesla's automotive business weakened in the third quarter of 2026 as lower average vehicle prices and battery shortages pressured revenue and profit, while the company accelerated...
Tuesday 27 October 2026
Chinese EVs push imported models ahead of South Korean vehicles
Imported electric vehicles captured more than half of South Korea's new electric passenger-car registrations during the first nine months of 2026, marking the first time the share...
Tuesday 27 October 2026
JIMTOF 2026 draws 94 Taiwan machine tool exhibitors
One of the world's three major machine tool shows, Japan's International Machine Tool Fair (JIMTOF 2026), opened this week, with 94 Taiwan companies exhibiting. The exhibitors are...
Tuesday 27 October 2026
AI spending surges, Microsoft opens exit door to 60,000 employees
Microsoft launched a time-limited Voluntary Exit Offer (VEO) for approximately 60,000 employees in the US, Canada, the UK and India, as the software and cloud provider reshapes its...
Tuesday 27 October 2026
Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers
Anthropic's IPO filing reveals an infrastructure strategy extending far beyond conventional cloud procurement, as the Claude developer locks in hundreds of billions of dollars of compute...
Tuesday 27 October 2026
China AI token debate highlights challenge of monetizing compute
More than half of China's AI token usage is reportedly concentrated in short dramas and video generation, but ByteDance's Doubao has disputed the figure, saying video-generation models...
Tuesday 27 October 2026
The Anthropic IPO filing: 14-fold 1H26 revenue growth behind a US$80.75 billion paper loss
Anthropic's first public filing for its IPO has opened the books on one of the world's fastest-growing AI companies, revealing extraordinary revenue growth alongside a headline net...
Tuesday 27 October 2026
AMD, Nvidia target substrate capacity amid 4x expansion constraints
AMD and Nvidia have separately invested in supply-chain capacity expansion, making substrates, packaging, and testing key priorities as AI demand diversifies. The moves show that chipmakers...
Tuesday 27 October 2026
Malaysia conditionally approves first rare-earth export under new rules
Malaysia has approved its first export of unprocessed rare earths under a new regulatory framework, with the shipment intended for research and development, although officials did...
Tuesday 27 October 2026
Meta launches US$35 billion equity raise, funds US$60 billion at-the-market program for AI build-out
Meta Platforms has launched approximately US$35 billion of concurrent underwritten public offerings and plans an approximately US$60 billion at-the-market (ATM) program, as it funds...
Tuesday 27 October 2026
Nvidia's Berlin keynote highlights AI scaling challenges in Europe
Nvidia opened GTC 2026 in Berlin on October 21 with a keynote highlighting AI infrastructure, security architecture, and Physical AI, while a Greenpeace protest briefly interrupted...
Tuesday 27 October 2026
Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia
Samsung Electronics and SK Hynix are targeting the second quarter of 2027 to begin volume shipments of eight-layer HBM4 memory to Nvidia, ZDNet Korea reported on October 26,...
Tuesday 27 October 2026
Inside SKT’s push to turn SK Hynix’s fabs into an AI business
South Korean telecommunications provider SK Telecom (SKT) has reportedly established Hy-TF, a task force dedicated to AI collaboration with SK Hynix, to upgrade its digital-twin and...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...