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NEWS TAGGED DATA

Thursday 25 June 2026

Europe's AI infrastructure: the cost gap that policy cannot paper over

The EU currently hosts roughly 5% of the world's AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024...

Thursday 25 June 2026

OpenAI debuts Broadcom-designed, TSMC-built inference chip as model makers diversify silicon

OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model...

Thursday 25 June 2026

Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia

Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone...

Thursday 25 June 2026

Nvidia and AWS deepen push to simplify AI infrastructure at scale

Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed,...

Thursday 25 June 2026

Japan, France push to secure rare-earth supply beyond China

Japan and France are moving to reduce their reliance on Chinese heavy rare earths, backing a recycling project in southwestern France...

Wednesday 24 June 2026

SK Hynix to issue US$29 billion in new shares for Nasdaq ADR listing on July 10

SK Hynix disclosed in regulatory filings to South Korea's Financial Supervisory Service and the Korea Exchange on June 24 that its board has approved the issuance of new shares worth...

Wednesday 24 June 2026

SoftBank to build domestic AI server base as Japan pushes for sovereign compute

SoftBank, the telecom arm of SoftBank Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server production in fiscal...

Wednesday 24 June 2026

Asia's AI data center boom turns green power into supply chain stress test

Asia's AI infrastructure buildout is turning electricity into a new supply chain constraint. As demand for data storage, compute power, high-performance memory, servers, and advanced...

Wednesday 24 June 2026

Dassault Systèmes brings virtual twins and sovereign cloud to Europe's health-tech startups

Dassault Systèmes, a major provider of 3D digital twin technology, has partnered with PariSanté Campus, France's healthcare-focused AI and digital innovation hub, to...

Wednesday 24 June 2026

Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration

Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...

Wednesday 24 June 2026

Cerebras bets on speed as a product, racing to add data center capacity through 2027

Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...

Wednesday 24 June 2026

China's autonomous driving crackdown targets overpromised smart vehicle tech

China has announced its first mandatory national safety standard for Level 3 (L3) and Level 4 (L4) autonomous driving, with implementation set for July 2027.

Wednesday 24 June 2026

Samsung pushes memory supply deals as demand spreads beyond HBM

Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens...

Wednesday 24 June 2026

SoftBank rejects space data centers and commits to Earth-based AI compute

SoftBank Group said it will prioritize building large-scale terrestrial AI data-center capacity rather than pursuing space-based data...

Wednesday 24 June 2026

Super El Niño and AI power demand boost fuel cells

The rising chance of a 2026 super El Niño, combined with surging power demand from AI data centers, is intensifying pressure...

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