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Thursday 30 July 2026
Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

Microsoft CEO Satya Nadella laid out how the company is scaling its AI infrastructure and platform to keep pace with demand. He outlined...

Thursday 30 July 2026
GlobalFoundries lands US$300M CHIPS backing for AI silicon photonics

GlobalFoundries has signed a letter of intent with the US Department of Commerce for a potential US$300 million award to accelerate...

Thursday 30 July 2026
Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Meta Platforms' second-quarter results showed a widening gap between its fast-growing advertising business and the cost of building...

Thursday 30 July 2026
Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption...

Thursday 30 July 2026
Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow
Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny...
Thursday 30 July 2026
Qualcomm completes Modular acquisition to expand AI software platform
Qualcomm has completed its acquisition of Modular, strengthening its push into AI software that can run across devices, data centers, and edge systems worldwide. The deal could broaden...
Thursday 30 July 2026
Marvell plans US$250 million India investment to expand semiconductor R&D
Marvell Technology said its planned US$250 million investment in India over three years will deepen semiconductor research, hiring, and infrastructure, with implications for global...
Thursday 30 July 2026
US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security
As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities,...
Thursday 30 July 2026
AMD's Helios gains ground in challenge to Nvidia's CUDA
AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...
Thursday 30 July 2026
Nvidia invests US$1B in Naver's sovereign AI push
Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest...
Wednesday 29 July 2026
Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand

Seagate's fiscal fourth quarter was by almost every measure its strongest in over a decade — US$3.6 billion in revenue, US$1.1...

Wednesday 29 July 2026
NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026
US blocks new foreign-made robots and power inverters in AI security crackdown

The US has barred new foreign-produced advanced robots and power inverters from receiving regulatory approval, extending its technology...

Wednesday 29 July 2026
Corning bets on SiPh and CPO to drive AI data center growth

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond...

Wednesday 29 July 2026
SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints...