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    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    7h 13min ago
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    7h 13min ago
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    7h 13min ago
    Memory supplier locks in capacity through 2027
    7h 14min ago
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
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    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    7h 14min ago
    NEWS TAGGED INFRASTRUCTURE
    Tuesday 28 April 2026
    Nvidia signs record Bengaluru office lease as India AI push accelerates
    Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space,...
    Tuesday 28 April 2026
    Meta bets on orbit-to-grid solar to power AI infrastructure around the clock
    Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data...
    Tuesday 28 April 2026
    Microsoft's cloud strategy tightens AI compute supply
    Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
    Tuesday 28 April 2026
    Indian startup targets AI inference opportunity with full-stack compute platform
    While global AI infrastructure investment remains concentrated around massive GPU clusters for training frontier models, Indian startup Turiyam.ai is betting on a different commercial...
    Tuesday 28 April 2026
    Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
    Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
    Tuesday 28 April 2026
    End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift
    OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform...
    Tuesday 28 April 2026
    Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
    Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
    Tuesday 28 April 2026
    Moore Threads hits first profit, AI compute orders drive growth
    China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...
    Monday 27 April 2026
    DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

    As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to...

    Monday 27 April 2026
    Thailand's PCB industry moves upmarket, local supply gaps persist

    Thailand is fast emerging as a critical hub for high-end electronics manufacturing, as global supply chains shift and demand for AI computing...

    Monday 27 April 2026
    Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
    Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...
    Monday 27 April 2026
    HCL-Foxconn JV taps Taiwan's CTCI to build India OSAT facility
    The HCL-Foxconn joint venture has selected Taiwan-based engineering firm CTCI as the engineering, procurement, and construction (EPC) partner for its upcoming outsourced semiconductor...
    Monday 27 April 2026
    Naver Cloud and HanmiGlobal target global data center expansion amid AI infrastructure race
    South Korea's Naver Cloud and construction project management firm HanmiGlobal have formed a strategic alliance to jointly pursue large-scale data center projects overseas, with a...
    Monday 27 April 2026
    South Korea and Vietnam deepen tech and supply chain cooperation amid global uncertainty
    South Korea and Vietnam have expanded cooperation across technology, energy, and infrastructure, signing dozens of agreements during Korean President Lee Jae-Myung's visit to Hanoi,...
    Monday 27 April 2026
    Taiwan's growing AI and industrial demand reshapes corporate power strategies
    As AI infrastructure and industrial electricity use rise, Taiwan's shifting power landscape has far-reaching global implications for supply reliability, corporate competitiveness,...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook