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Thursday 12 November 2026
SoftBank rejects Musk's default claim, books JPY597.2B data-center loss
SoftBank Group (SBG) has denied SpaceX CEO Elon Musk's claim on X that the company defaulted after ordering turbines, while saying its AI infrastructure plans remain on track. However,...
Thursday 12 November 2026
Sam Altman warns Samsung of short-term AI demand volatility
OpenAI CEO Sam Altman warned Samsung Electronics executives that AI memory demand could fluctuate in the short term, with the market potentially counting the same demand more than...
Thursday 12 November 2026
Meta infrastructure chief to hand over AI compute role in 2027
Meta Platforms' longtime infrastructure chief Santosh Janardhan will leave after the end of 1Q27, with former Amazon Web Services (AWS) vice president Dave Brown set to succeed him...
Thursday 12 November 2026
Chinese models capture 89% of US corporate spending in open-source AI
Chinese AI models have taken a dominant position as demand for open-source models grows among US businesses. According to the "2026: The State of Enterprise AI" report released in...
Thursday 12 November 2026
Intel China wants to turn untapped renewable energy into AI tokens with computing pods slated for 1H27
As demand for AI computing expands across industries and applications, chipmakers are seeking opportunities beyond conventional data centers, extending into enterprise deployments...
Thursday 12 November 2026
AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage
At the opening panel of electronica 2026 in Munich on November 10, industry leaders agreed that the primary bottleneck in artificial intelligence is shifting from computing power to...
Thursday 12 November 2026
Mitsui Kinzoku bets on AI copper foil with JPY190 billion investment in Malaysia plant
Mitsui Kinzoku will invest about JPY190 billion (approx. US$1.2 billion) to build a copper foil plant near its existing Malaysia site, targeting demand from optical communications...
Thursday 12 November 2026
US data center policy clouds AI capacity outlook, MetaAge says
Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times...
Thursday 12 November 2026
Meta launches Muse Ember for repetitive AI workloads
Meta has launched Muse Ember, its smallest model, to handle repetitive tasks at lower cost. Muse Ember features a 1-million-token context window, can generate up to 512,000 tokens...
Thursday 12 November 2026
AMD targets lower DRAM use with AI-predictive memory management
As AI servers and data centers expand, rising DRAM demand is driving up memory prices and supply pressures, making memory an increasingly important infrastructure cost. AMD has introduced...
Thursday 12 November 2026
China's US$225 million space computing venture confronts cost of taking data centers into orbit

Zhongke Nebula has registered in Hefei with CNY1.5 billion (approx. US$225 million) in committed capital, bringing state-backed investors and domestic...

Thursday 12 November 2026
Taiwan's overseas cloud backups strengthen government resilience
Taiwan has completed encrypted, split backups of national and local tax data on overseas cloud platforms, part of a broader effort to keep government services operating during emergencies...
Wednesday 11 November 2026
Samsung reportedly buys four silicon photonics patents from Rockley
Samsung Electronics acquired four US silicon photonics patents from UK-based Rockley Photonics in September 2026, South Korea's Shinailbo reported on November 11, citing US...
Wednesday 11 November 2026
AMD unveils three-gen EPYC roadmap as TSMC 2nm process advances

As agentic AI rapidly advances, data center workloads are expanding from traditional model training into inference, agent collaboration,...

Wednesday 11 November 2026
Intel targets agentic AI with GPUs, Xeon
Intel is expanding its CPU and GPU portfolio with the Intel GPU D-series, code-named Crescent Island, and next-generation Xeon processors, code-named Diamond Rapids, targeting large-model...