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Thursday 11 June 2026
Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

Thursday 11 June 2026
Sharp's AI server plan signals a broader shift in Japan electronics
Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...
Wednesday 10 June 2026
OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute
OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company's largest infrastructure commitment to date, The...
Wednesday 10 June 2026
Tech analyst unpacks why AI eats the world at SuperAI Singapore
Sam Altman's vision of artificial intelligence as a utility bought by the meter — like electricity — may be the wrong model entirely, and the telecommunications industry's...
Wednesday 10 June 2026
Commentary: How AI boom gave Nokia and BlackBerry a second life
The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology...
Wednesday 10 June 2026
Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns
The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was...
Wednesday 10 June 2026
China's CNY2tn data center plan puts domestic AI chips at the core
Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...
Wednesday 10 June 2026
Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand
Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments...
Wednesday 10 June 2026
AI equipment, telecom upgrades lift network equipment vendors in May
Taiwan-based network equipment makers have seen revenue trend higher in May 2026, buoyed by rising AI infrastructure spending, low Earth orbit (LEO) satellite orders, and a telecom...
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company...

Wednesday 10 June 2026
Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth
Broadcom has partnered with Apollo Global Management and Blackstone's Credit & Insurance business to launch the AI XPV Platform, a new financing vehicle backed by an initial US$35...
Wednesday 10 June 2026
Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

Wednesday 10 June 2026
Taiwan AI industry plan targets silicon photonics as new moat
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form...
Wednesday 10 June 2026
GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment...
Wednesday 10 June 2026
COMPUTEX highlights a shift to prefabricated AI data centers
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward...