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Wednesday 18 March 2026
US Army inks US$20 billion deal with Anduril, consolidating procurement to accelerate AI-driven military modernization
The US Army has signed a sweeping corporate contract with defense tech startup Anduril Industries, valued at up to US$20 billion over 10 years. Covering software, hardware, infrastructure,...
Tuesday 17 March 2026
How Nvidia and Taiwan's co-engineering pact is fueling a US$1 trillion token economy
The air inside the SAP Center carried more than just Silicon Valley anticipation. There was a distinct sense of historical gravity as Jensen Huang took the stage for GTC 2026.
Friday 6 March 2026
Explainer: Why the Pentagon’s move on Anthropic matters for the AI supply chain
The high-stakes game of chicken between Silicon Valley and the Pentagon escalated into a formal legal war on March 6. Following a week of social media threats and collapsed negotiations,...
Wednesday 4 March 2026
Anthropic's federal ban signals a new era of ideological friction between Silicon Valley and Washington
The federal government has initiated a comprehensive internal ban on Anthropic, citing national security concerns after the startup refused to remove safety guardrails for military...
Friday 13 February 2026
The Hangzhou AI dark horse that took over accounting workflows
Generative AI is crossing a critical threshold, shifting from an assistive tool to a system capable of directly assuming work. Early in 2026, this shift became visible almost simultaneously...
Thursday 12 February 2026
AI agents hit commercial inflection point, disrupting software models and cloud economics
Silicon Valley's long-anticipated commercial phase for AI agents accelerated this month. The viral rise of open-source personal assistant OpenClaw and the rapid adoption of Anthropic's...
Tuesday 10 February 2026
Behind Nvidia’s fried-chicken diplomacy
Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources...
Wednesday 14 January 2026
DeepSeek V4 and the new economics of AI compute
In early 2025, as most Silicon Valley AI firms focused on stacking high-end GPUs and expanding parameter counts, Chinese startup DeepSeek took a different path. Using a pragmatic engineering...
Saturday 20 December 2025
Why Silicon Valley is eyeing space for AI data centers
Space is emerging as the next battleground for AI infrastructure. Silicon Valley's sudden fixation on "space-based data centers" follows a familiar cycle, one in which influential...
Wednesday 10 December 2025
Qatar launches national AI firm Qai to join Gulf AI investment race
Qatar has established a national-level AI company, Qai, fully owned by its sovereign wealth fund, the Qatar Investment Authority (QIA), to invest in domestic and international AI infrastructure...
Wednesday 3 December 2025
How Gelsinger's 'Made in America' vision challenges TSMC's Arizona ambitions
Pat Gelsinger describes himself as a born-again Christian who lives "at the intersection of faith and technology." For the former Intel CEO, reviving American semiconductor manufacturing...
Wednesday 26 November 2025
Taiwan's semiconductor prowess cements global tech hub status
Former Intel CEO Pat Gelsinger previously pointed to Taiwan's "precarious" position in the global geopolitical balance. This assessment has now reversed, however, as Gelsinger—now...
Friday 21 November 2025
Taiwan seeks to build its southern 'Silicon Valley' for AI boom
Nvidia's overseas headquarters is expected to be located at a technology park in Taipei, with the city government currently negotiating contract matters concerning the US tech giant's...
Wednesday 19 November 2025
Power chip startups drive vertical power delivery trend
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two HPC...
Wednesday 19 November 2025
Taiwan suppliers will determine silicon photonics breakout
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...