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Tuesday 3 February 2026
Beijing officially lists 'future industries,' setting the stage for supply chain realignment
China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...
Tuesday 3 February 2026
SpaceX's xAI acquisition reframes AI energy constraints and complicates the IPO narrative
SpaceX's acquisition of xAI has been presented as a response to the growing power and cooling demands of artificial intelligence. At the same time, the transaction reshapes Elon Musk's...
Tuesday 3 February 2026
Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
Tuesday 3 February 2026
Analysis: China's AI model race tightens into a three-way contest
China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry...
Monday 2 February 2026
Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase
Jensen Huang, the CEO of the world's most valuable chipmaker, departed Taiwan for Houston tonight on Monday with a clear message for the tech world: The AI race is accelerating, and...
Monday 2 February 2026
Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
Monday 2 February 2026
Smart glasses will become mainstream as companies 'platformize'
Human information intake relies heavily on vision. With the accelerated development of AI, augmented reality (AR), and spatial computing technologies, smart glasses are evolving beyond...
Monday 2 February 2026
ByteDance races to capture closing AI window as Doubao scales up
ByteDance has formally laid out its internal strategic focus for the next phase. At an internal meeting at the start of 2026, ByteDance CEO Liang Rubo stated that AI is hitting a new...
Monday 2 February 2026
Anthropic launches AI tool Cowork, Microsoft speeds up AI agent development
AI startup Anthropic has introduced a new AI tool called Cowork that can automatically perform tasks across multiple applications, sparking significant attention within Microsoft....
Monday 2 February 2026
Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier
Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...
Monday 2 February 2026
TSMC revises five-year growth plan, turning tech lead into high profits
TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage...
Monday 2 February 2026
India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains
India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with...
Monday 2 February 2026
Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
Monday 2 February 2026
India roundup: EU and India concludes FTA amid global trade disruption
After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.
Monday 2 February 2026
Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand
Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.