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Wednesday 14 October 2026
Tata's flagship chip fab faces pressure from its own shareholders
Tata Group's semiconductor fab in Gujarat, held up as the foundation of India's chipmaking ambitions, now faces scrutiny from within, as the group's controlling shareholder presses...
Wednesday 14 October 2026
Microsoft adds US$132.5 billion in lease commitments—but AI capacity takes years to build
Microsoft's lease commitments that have not yet commenced reached US$329.1 billion in the fourth quarter of fiscal 2026, which ended in June, according to its latest regulatory filing...
Wednesday 14 October 2026
AI accelerator growth shifts toward value as custom ASICs move upmarket
The AI accelerator market is set to reach US$1.4 trillion by 2030, up 150% from Bloomberg Intelligence's January 2026 estimate of US$560 billion, as higher prices—not just shipment...
Tuesday 13 October 2026
Stellantis rejects brand split, urges EU to reward local carmaking
At the Paris Motor Show, Stellantis NV CEO Antonio Filosa rejected proposals to split the company's European and US brands and said the company would not sell Maserati. The automaker...
Tuesday 13 October 2026
Intel CEO warns AI hardware shortages could last up to 3 years
Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
Tuesday 13 October 2026
DeepSeek expands into embodied AI with early bet on robotics startup Winverse
DeepSeek is expanding its reach beyond digital chatbots into the physical world, agreeing to lead a seed financing round for Winverse AI. According to sources familiar with the matter...
Tuesday 13 October 2026
Unexpected Claude test behavior prompts US govt to mandate AI incident reporting
Unexpected behavior during Anthropic model testing—including models mistakenly submitting visa applications and sending false murder-case leads to police—has prompted the...
Monday 12 October 2026
EU caps annual HEV imports at 350,000 to curb trade deficit with China
The European Union plans to cap imports of hybrid electric vehicles (HEVs) at 350,000 units per year, with safeguard measures potentially taking effect as early as December 1, 2026...
Monday 12 October 2026
Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion
The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing. Lumentum now says its capacity is spoken for into early 2029, and its largest...
Thursday 8 October 2026
Ray Dalio warns high rates could burst AI bubble
Bridgewater Associates founder Ray Dalio has warned that technology giants are borrowing heavily to invest in AI, and that further increases in interest rates could become the trigger...
Thursday 8 October 2026
Broadcom reportedly in early talks to finance OpenAI's custom chip purchases
Broadcom is increasingly arranging the money its customers need to buy its chips. Fresh off launching a US$60 billion debt package to fund Anthropic's AI build-out, the company has...
Wednesday 7 October 2026
Apple and LG Electronics reportedly team up on branded smart home devices
Apple and LG Electronics are reportedly pairing up to create a line of smart home devices, though the devices will carry the LG brand name. The two companies are expanding their reach...
Wednesday 7 October 2026
Musk limits TSMC to possible Terafab sublease; Intel says it will stay involved
Intel will keep working with Elon Musk on Terafab, according to Bloomberg. Intel CEO Lip-Bu Tan stated that the company will stay involved in Musk's plan to make cutting-edge...
Wednesday 7 October 2026
AI server smuggling cases expose gap between export compliance and due diligence
A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak...
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...