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Monday 9 November 2026
Anthropic buys US$3.4B in generators for AI data centers
Anthropic has committed US$3.4 billion to acquire 1.7 GW of heavy-duty gas-fired generators, along with the engineering and construction services needed to install them, marking the...
Monday 9 November 2026
Texas AI data-center expansion hits brakes under new governor
Texas' incoming Democratic governor, Gina Hinojosa, plans to reassess the state's partnerships with the technology sector and strengthen oversight of data-center expansion, potentially...
Monday 9 November 2026
US-approved Nvidia H200 handlers in China include firms with empty offices and blacklist ties
Washington's case for letting Nvidia sell H200 chips to China rested on case-by-case national-security screening. A New York Times investigation published on November 7 suggests...
Monday 9 November 2026
Nvidia's Korea deals proceed despite Jensen probe as Kakao Mobility signs Level 4 autonomous driving pact
Nvidia is pitching South Korea's factories as the proving ground for robots trained in simulation. At its AI Day Seoul 2026 event on November 9, the company detailed physical AI projects...
Monday 9 November 2026
DeepSeek Harness active users quadruple as plugin ecosystem expands
DeepSeek said its open-source AI agent framework, DeepSeek Harness, had 1.54 million daily active users as of November 4, more than quadrupling in less than three months. The company...
Monday 9 November 2026
In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Monday 9 November 2026
Microsoft reportedly phasing out Oracle compute, reassessing cloud deals
Microsoft is phasing out a rented compute capacity agreement with Oracle after deciding not to renew a contract with the cloud provider. The separation is a part of a larger rethinking...
Monday 9 November 2026
Musk says SpaceX annual recurring revenue likely to top US$500 billion by December 2027
SpaceX CEO Elon Musk said the company's annual recurring revenue (ARR) will likely exceed US$500 billion in December 2027, and that a US$1 trillion run rate is no longer out of the...
Monday 9 November 2026
Alphabet's Qualcomm stake signals deeper partnership as chipmaker targets AI data centers
Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones...
Monday 9 November 2026
Commentary: AI investment doubts rise, but chip demand keeps surging
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Monday 9 November 2026
Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting...
Monday 9 November 2026
Surging AI demand turns CoWoS into a headache; securing packaging capacity becomes top priority, says MediaTek deputy GM
Surging demand for advanced packaging driven by artificial intelligence (AI) has turned chip-on-wafer-on-substrate (CoWoS) from an "interesting" technology into a headache, making...
Monday 9 November 2026
Exclusive: Quantum Dice challenges silicon's computing limits with 300-fold probabilistic acceleration
When an emergency call comes in, the difference between help arriving in five minutes and ten can be critical. Yet dispatching emergency vehicles across a city involves a complex calculation:...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...