CONNECT WITH US
NEWS TAGGED AI
Wednesday 7 October 2026
DeepSeek reportedly set to raise more than US$12B ahead of potential IPO
Chinese AI startup DeepSeek is poised to raise more than CNY80 billion (approx. US$11.9 billion) in its latest funding round, as it builds capital ahead of a potential domestic initial...
Wednesday 7 October 2026
AI supercycle, pricing, and Terafab top the agenda ahead of TSMC's earnings call
TSMC will hold its third-quarter earnings call on October 15 this year.
Wednesday 7 October 2026
India nears 2GW of data center capacity, but its racks were built for a pre-AI power load
India is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's...
Wednesday 7 October 2026
Huawei's NPO bet challenges CPO's path to AI scale
Huawei is backing near-packaged optics (NPO) rather than co-packaged optics (CPO) for its next-generation AI infrastructure, arguing that NPO offers a better balance of cost, manufacturability,...
Wednesday 7 October 2026
AI data center expansion is hitting new limits on power, land, and public consent
The global race to build data centers for artificial intelligence is entering a more difficult phase. Demand for computing capacity remains strong, but new projects increasingly face...
Wednesday 7 October 2026
Exclusive: GaN defends fast-charging turf, eyes AI power as low-cost SiC pushes into consumer electronics
The traditional market divide between the third-generation semiconductors gallium nitride (GaN) and silicon carbide (SiC) is seeing greater overlap in 2026, with SiC increasingly encroaching...
Wednesday 7 October 2026
Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Wednesday 7 October 2026
Robots still can't build Nvidia's AI servers as well as people can
AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are...
Wednesday 7 October 2026
Catcher lifts AI server shipments as medical, drone products ramp up
Catcher Technology said its existing AI products continued to expand shipments as the year-end period approached, while medical and drone businesses were entering mass production....
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Wednesday 7 October 2026
Beyond AI: Starcloud tests whether orbital compute can stay busy enough to pay
The excitement around massive orbital infrastructure mainly stems from its tremendous potential in offering compute nodes powered by near-continuous solar energy beyond the spatial...
Wednesday 7 October 2026
Nvidia-backed Reflection AI unveils Beam, pitching an efficient US open model against Chinese rivals
Reflection AI, the Nvidia-backed startup that has cast itself as a US counterweight to China's open-model developers, has unveiled Beam, its first open-weight model, which it says...
Tuesday 6 October 2026
Cerebras' stock slide stops after Sam Altman calls it 'close partner'
Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing...
Tuesday 6 October 2026
AMD to expand Taiwan supply chain investment as AI demand drives capacity needs
AMD CEO Lisa Su said the company plans to further increase investment in Taiwan's semiconductor supply chain as demand for CPUs, GPUs, and AI computing continues to outpace available...
Tuesday 6 October 2026
ITRI sees hardware, AI, sensing drive quadruped robot rollout
As AI advances rapidly, the robotics industry is evolving from traditional automation equipment into a productivity tool for every industry, Taiwan's Industrial Technology Research...