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Thursday 26 February 2026
Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
Thursday 26 February 2026
Analysis: As Stargate stalls, Musk races ahead in AI infrastructure
The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project...
Thursday 26 February 2026
Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers
Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where...
Thursday 26 February 2026
Nvidia says AI monetization supports sustained CSP capex
During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...
Thursday 26 February 2026
Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
Wednesday 25 February 2026
China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026
As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this...
Wednesday 25 February 2026
Nvidia deploys AI-driven cybersecurity to protect critical infrastructure
Nvidia is extending its enterprise infrastructure strategy into operational technology (OT) cybersecurity, applying accelerated computing and AI to protect energy grids, manufacturing...
Wednesday 25 February 2026
Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls
Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation...
Wednesday 25 February 2026
Trump touts tariffs, AI push as pillars of economic revival
On the evening of February 24, 2026, at the State of the Union address, President Trump urged major tech firms to build their own power plants for AI data centers and said American...
Wednesday 25 February 2026
From rebar to rockets: China Steel retools for the high-tech era amid rising trade tensions
Following the US Supreme Court ruling that US President Donald Trump had acted unlawfully in invoking the International Emergency Economic Powers Act (IEEPA) to impose sweeping global...
Wednesday 25 February 2026
Walsin Technology boosts Matsuo Electric stake to expand product lines
Walsin Technology Corporation announced plans to invest JPY508 million (US$3.27 million) to increase its shareholding in Japan's Matsuo Electric, a move the passive components maker...
Wednesday 25 February 2026
HP posts AI-driven revenue gains, but memory costs cloud outlook
HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...
Wednesday 25 February 2026
Unitree launches As2 quadruped robot with longer range, higher payload and all-weather capability
Chinese robotics firm Unitree Robotics unveiled its latest quadruped robot, the Unitree As2, on February 24, 2026, positioning the new model as a more capable platform for industrial...
Wednesday 25 February 2026
Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
Wednesday 25 February 2026
AMD and Meta seal US$100 billion AI infrastructure deal for 6GW of Instinct GPUs
Advanced Micro Devices (AMD) and Meta have entered into a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's next-generation AI data centers, marking...