Anthropic's quiet move to secure massive computing capacity marks a strategic escalation that could reshape competition among leading AI labs, intensifying pressure on rivals such...
Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...
Global competition in artificial intelligence (AI) infrastructure is intensifying, and SK Group is accelerating its strategic expansion. Korean media report that SK Group chairman...
As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix,...
To promote the formal deployment of South Korea's domestic NPU and reduce reliance on Nvidia, LG Consulting & Solutions (CNS), the IT services arm of South Korea's LG Group, has...
Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...
Elon Musk said artificial intelligence computing could become more cost-effective to deploy in space than on Earth within the next 30 to 36 months, arguing that power generation and...
AMD is positioning itself to address the future needs of artificial intelligence (AI) computing through advances in chip design and system architecture, particularly by integrating...
The traditional wafer foundry model is transforming as leading foundries increasingly incorporate intellectual property (IP) into mature technology nodes to address economic pressures...
Elon Musk said the pace of artificial intelligence expansion will be determined less by ambition than by how quickly AI developers and infrastructure builders can identify and remove...
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic...
Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...
Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...