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Friday 6 November 2026
Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects...
Friday 6 November 2026
Moonshot AI reportedly seeking access to Nvidia GPUs through European neoclouds
Moonshot AI, a leading Chinese model developer, is reportedly seeking remote access to Nvidia chips held in Europe. With sales of advanced US chips to China limited, the move would...
Friday 6 November 2026
US election backlash reshapes AI data center expansion strategies
Companies at the forefront of the AI infrastructure buildout in the US are taking different approaches following the results of this week's midterm elections, which saw a nationwide...
Friday 6 November 2026
Huawei, Alibaba among 20 Chinese tech firms confronting AI agent security, algorithmic exploitation
The 2026 World Internet Conference Wuzhen Summit, which opened on November 4, brought AI agent governance into focus, with leading Chinese technology companies seeking common standards...
Friday 6 November 2026
Tencent launches Hy4 model to boost visual reasoning, AI safety
Tencent has launched its next-generation artificial intelligence (AI) model, Hy4, adding visual understanding for the first time and limiting cybersecurity training data to reduce...
Friday 6 November 2026
Democratic Congress set to challenge Trump on energy, AI, and EVs
Democrats have won control of Congress in the US midterm elections, turning the second half of President Donald Trump's term into a lame-duck period. Trump still holds the veto, however,...
Friday 6 November 2026
Meta faces political pushback over US data center expansion
The US midterm election and referendum results show broad public opposition to building more data centers, raising the prospect of tougher local-government reviews for large-scale...
Friday 6 November 2026
Why US midterm sweep could cost China's AI exports more than it gains
A slower US build-out of AI infrastructure after the Democratic Party's midterm sweep could cost China more economically than it gains strategically, Bloomberg Economics said, because...
Friday 6 November 2026
Texas governor-elect Hinojosa seeks data center freeze, SpaceX land review
Texas governor-elect Gina Hinojosa has announced plans to suspend new data center approvals until the state establishes legal safeguards for residents, power supplies, and the environment,...
Friday 6 November 2026
Samsung, SK Hynix eye AI inference boom as South Korea's SSD exports soar 584%
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs)...
Friday 6 November 2026
ODMs confident Democratic midterm win won't derail AI data centers
The Democratic Party's sweeping victory in the US midterm elections has raised concerns that data-center construction and the broader AI supply chain could slow. However, supply-chain...
Friday 6 November 2026
Chenbro accelerates new server projects for 4Q26 mass production
Server chassis maker Chenbro Micom reported a 5.4% quarter-over-quarter decline in revenue for the third quarter of 2026, as inventory adjustments following aggressive customer pull-ins...
Friday 6 November 2026
US voters' backlash against data centers tests AI growth, Musk's empire
The midterm election results reshaped the US Congress and the local political landscape. It also introduced new uncertainty for the rapidly expanding AI industry. Democratic victories...
Friday 6 November 2026
Innolight starts US NPO pilot production with Tower for AI optical interconnects
China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly...
Friday 6 November 2026
EnliTech revenue jumps 71% in October as SiPh testing accelerates
Optoelectronic chip testing equipment maker EnliTech reported self-assessed consolidated revenue of approximately NT$51.504 million (US$1.57 million) in October 2026, up 71.33% year...