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Wednesday 20 May 2026
Microsoft advances India data center timeline within expanded regional investment framework
Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than...
Tuesday 19 May 2026
Google and Blackstone reportedly plan AI cloud venture to expand TPU business
Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure...
Friday 8 May 2026
Analysis: Samsung's union fight exposes a fault line in semiconductor investment
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
Friday 8 May 2026
Google launches Fitbit Air, a screenless tracker at $99 targeting mass-market wearables
Google has unveiled the Fitbit Air, a screenless wrist-worn health tracker positioned as the most affordable and lightweight device in the Fitbit lineup, available for pre-order at...
Thursday 7 May 2026
Alphabet's global debt blitz underscores explosive AI funding boom across tech industry
Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated...
Wednesday 6 May 2026
Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous...

Tuesday 5 May 2026
Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
The AI spending arms race just got more expensive — and more consequential.
Thursday 30 April 2026
Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...
Thursday 30 April 2026
Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

Thursday 30 April 2026
Quanta eyes strong 2026 server demand as general-purpose orders surge
Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
Thursday 30 April 2026
Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
Tuesday 28 April 2026
Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
Friday 6 March 2026
South Korea's approval for Google to export high-precision maps raises competition and security questions
South Korea's government has reversed a nearly 20-year policy and conditionally allowed Google to export high-precision map data abroad, a move that could shift the competitive landscape...