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Thursday 8 October 2026
Ray Dalio warns high rates could burst AI bubble
Bridgewater Associates founder Ray Dalio has warned that technology giants are borrowing heavily to invest in AI, and that further increases in interest rates could become the trigger...
Thursday 8 October 2026
Lisa Su takes AMD's Korea ties beyond memory to AI
AMD is broadening its Korean partnerships from memory procurement to AI infrastructure and research, as chief executive Lisa Su seeks the supply and technology cooperation needed for...
Thursday 8 October 2026
Nuvoton, AMI Empower AI Factories Via Arbel NPCM8XX OpenBMC

As global AI infrastructure investments continue to accelerate, OEMs, ODMs, and hyperscale cloud providers are seeking secure, scalable, and production-ready OpenBMC...

Thursday 8 October 2026
MediaTek's US push will shape its AI networking race
In recent years, MediaTek has continued to chase opportunities in AI networking infrastructure. Beyond its established strength in wireless, it has also expanded wired collaboration...
Wednesday 7 October 2026
SpaceX's US$40 billion Nvidia financing spotlights rise of AI compute as an asset class
SpaceX is seeking roughly US$40 billion in financing to fund purchases of Nvidia AI chips, in a deal led by Apollo Global Management that could become one of the largest examples yet...
Wednesday 7 October 2026
AMD expands Korea push after Taiwan supply talks
AMD CEO Lisa Su moved from supply-chain talks in Taiwan to South Korea this week, broadening the chipmaker's Asia push from efforts to secure more CPU, GPU and advanced-wafer capacity...
Wednesday 7 October 2026
Samsung arms for memory price surge with AI, services, N-1 phone push
Rising memory prices are already weighing on 2026 smartphone and notebook shipments, and sustained AI infrastructure investments are expected to keep quotes climbing into 2027. To...
Wednesday 7 October 2026
Robotaxis intensify charging infrastructure pressure, could drive over 35% of North American EV power demand by 2030
As autonomous driving technology continues to advance, robotaxis are expected to significantly reshape global EV charging demand. Charging solutions provider ChargePoint forecasts...
Wednesday 7 October 2026
DeepSeek reportedly set to raise more than US$12B ahead of potential IPO
Chinese AI startup DeepSeek is poised to raise more than CNY80 billion (approx. US$11.9 billion) in its latest funding round, as it builds capital ahead of a potential domestic initial...
Wednesday 7 October 2026
India nears 2GW of data center capacity, but its racks were built for a pre-AI power load
India is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's...
Wednesday 7 October 2026
Huawei's NPO bet challenges CPO's path to AI scale
Huawei is backing near-packaged optics (NPO) rather than co-packaged optics (CPO) for its next-generation AI infrastructure, arguing that NPO offers a better balance of cost, manufacturability,...
Wednesday 7 October 2026
AI data center expansion is hitting new limits on power, land, and public consent
The global race to build data centers for artificial intelligence is entering a more difficult phase. Demand for computing capacity remains strong, but new projects increasingly face...
Wednesday 7 October 2026
Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Wednesday 7 October 2026
Beyond AI: Starcloud tests whether orbital compute can stay busy enough to pay
The excitement around massive orbital infrastructure mainly stems from its tremendous potential in offering compute nodes powered by near-continuous solar energy beyond the spatial...