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Thursday 23 July 2026
Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity
Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...
Monday 20 July 2026
Cloud competition in SEA shifts toward AI, sovereignty, and cost

Singapore's relatively neutral stance on cloud adoption is helping make performance, compliance, and value the main factors in global...

Tuesday 14 July 2026
Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia's...

Monday 13 July 2026
AI era accelerates Foxconn's shift to global 24-hour cybersecurity coverage

Foxconn is using AI and coordinated security teams across Asia, Europe and the Americas to defend against cyberattacks as enterprises...

Friday 10 July 2026
Taiwan firms race ahead on AI agents, raising governance stakes
Taiwanese companies are adopting AI agents faster than expected, according to a new IDC survey that found 57% have already deployed them, well above the 36% Asia-Pacific average. For...
Friday 10 July 2026
Google Cloud says Taiwan's AI shift to production could shape global enterprise use
Taiwan's move from AI trials to production systems signals a broader shift that could affect how companies worldwide adopt automation, data governance, and digital security. As more...
Tuesday 16 June 2026
Apple leans on Google Cloud and Nvidia GPUs in a pragmatic AI reset
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that...
Friday 12 June 2026
Anthropic reportedly eyes direct data center leases, deepens infrastructure bet with Google support

Anthropic is moving to take greater control of the infrastructure powering its AI models, signing more than a dozen preliminary agreements...

Wednesday 10 June 2026
Apple moves private cloud compute to third party with Google Cloud AI
Apple unveiled its third-generation foundation models at WWDC 2026, marking a major shift in its artificial intelligence strategy with implications for users worldwide. The new Siri,...
Tuesday 2 June 2026
Alphabet signals heavier AI capex cycle with US$80 billion infrastructure raise
Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive...
Monday 11 May 2026
Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

Wednesday 6 May 2026
Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous...

Tuesday 5 May 2026
Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
The AI spending arms race just got more expensive — and more consequential.
Thursday 30 April 2026
Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...