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Friday 26 June 2026
How big tech is nudging cloud emissions on customers

In a corporate interview, Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), promoted the tech giant's latest environmental milestones...

Friday 26 June 2026
Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence...
Friday 26 June 2026
China power semiconductor makers raise prices as AI and vehicle demand grows
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...
Thursday 25 June 2026
Commentary: Micron turns AI memory crunch into a buyback story
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments...
Thursday 25 June 2026
Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises...
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...
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
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
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
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...

Tuesday 23 June 2026
Samsung Electro-Mechanics rides Qualcomm's data center push into servers

Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator,...

Tuesday 23 June 2026
Micron and Anthropic partner to advance next-gen AI infrastructure

Micron and Anthropic have announced a strategic agreement to scale the infrastructure needed to support increasingly powerful AI models,...

Tuesday 23 June 2026
The AI Power Boom, LITEON embraces opportunities for rapid development

LITEON Technology is actively capitalizing on the AI boom by restructuring its data center infrastructure around megawatt-scale power, rack and liquid cooling. The company...

Monday 22 June 2026
Tesla files Megapod trademark in modular AI data center push

According to a trademark application filed with the United States Patent and Trademark Office (USPTO), Tesla has submitted an intent-to-use application...