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Friday 30 January 2026
Smart glasses market transitions from Meta dominance to three-way showdown in 2026
Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the...
Friday 30 January 2026
MediaTek, Alchip, Marvell clash for ASIC runner-up spot
The competition among cloud service providers (CSPs) and AI companies for application-specific integrated circuits (ASICs) has entered a new phase with Microsoft officially launching...
Thursday 29 January 2026
Earnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce
Meta is outlining an AI monetization roadmap that extends beyond advertising, signaling plans to layer subscriptions, business tools, and commerce features on top of its core platforms...
Thursday 29 January 2026
Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform
Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform,...
Thursday 29 January 2026
Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck
Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered...
Thursday 29 January 2026
Meta targets 2026 for massive AI infra push following solid earnings
Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...
Wednesday 28 January 2026
Corning signs up to US$6 billion supply agreement with Meta for US data center expansion
Corning and Meta Platforms have agreed to a multiyear deal valued at up to US$6 billion to supply optical fiber, cable, and connectivity solutions for Meta's US data center expansion...
Monday 26 January 2026
Nvidia CEO heads to India AI summit as tech giants vie for emerging market
Nvidia CEO Jensen Huang arrived in India on January 23, 2026, following company tradition by attending Nvidia's annual meetings in Shanghai, Beijing, and Shenzhen. Rumors circulated...
Thursday 22 January 2026
AMI Labs in talks for EUR3 billion valuation in effort to challenge dominant AI models
AMI Labs, an AI startup founded by former Meta scientist Yann LeCun, is negotiating a funding round that could value the company at around EUR3 billion (approx. US$3.52 billion). The...
Sunday 18 January 2026
MGC expands into AI liquid cooling market
Meta Green Cooling (MGC) is making a comprehensive push into the AI liquid cooling sector, leveraging its unique full-spectrum capabilities. MGC chairman James Chen noted that, unlike...
Thursday 15 January 2026
Reliance plans AI platform to bring language-first access to every Indian
Reliance Industries, led by billionaire Mukesh Ambani, unveiled plans for a new artificial intelligence (AI) platform under its Jio brand on January 11, designed to allow users to...
Wednesday 14 January 2026
Meta doubles down on AI smart glasses, shuts VR studios

Meta Platforms is reshaping its hardware and AI strategy. After reports of layoffs at its Reality Labs division, the US tech giant is now...

Wednesday 14 January 2026
Meta reportedly to cut 10% from Reality Labs, launches Meta Compute for AI infrastructure
Meta is accelerating its internal resource realignment by cutting about 10% of staff at Reality Labs, while launching a new division called Meta Compute to oversee global AI computing...
Monday 12 January 2026
Chinese AI startups face 'go global or decouple' dilemma after Manus deal
China's Ministry of Commerce announced on January 8, 2026, that it supports lawful cross-border business and international technology cooperation, emphasizing that overseas investments,...
Friday 9 January 2026
Google and Samsung bet again on smart glasses, this time with Android XR
Multiple indicators suggest Google will re-enter the smart glasses market in 2026, more than a decade after exiting the category. The company is expected to partner with Samsung to...