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Tuesday 19 May 2026
Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand
Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware...
Tuesday 19 May 2026
Analog Devices reportedly closes in on US$1.5 billion cash bid for Empower Semiconductor
Analog Devices Inc. is in advanced talks to acquire Empower Semiconductor for about US$1.5 billion in cash, Bloomberg reported, citing people familiar with the matter. A formal...
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...
Tuesday 19 May 2026
Intel's foundry turnaround under analyst lens as Tan touts 18A momentum
Intel CEO Lip-Bu Tan recently told CNBC's Mad Money that the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's...
Tuesday 19 May 2026
Arm faces US antitrust probe after announcing plan to design its own chips
Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its...
Monday 11 May 2026
Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

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...
Thursday 7 May 2026
Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...
Thursday 7 May 2026
Arm's licensing surge masks smartphone market slowdown
Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
Wednesday 6 May 2026
Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

Wednesday 6 May 2026
GlobalFoundries signals stronger second half despite mixed end-market demand
GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
Wednesday 6 May 2026
AMD lifts outlook as AI demand fuels data center growth
On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
Tuesday 5 May 2026
TCL reportedly in talks to sell majority stake in India display plant
China's TCL Electronics is reportedly in advanced discussions to sell a majority stake in its Indian display manufacturing business. The move underscores accelerating localization...
Tuesday 5 May 2026
Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy
Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices,...
Monday 4 May 2026
Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion,...