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Sunday 1 February 2026
CSPs ramp up AI capex as supply chain gains confidence
The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
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
Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play
OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing...
Thursday 29 January 2026
Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

Thursday 29 January 2026
Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
Wednesday 28 January 2026
Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation
Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...
Tuesday 27 January 2026
Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
Tuesday 27 January 2026
Microsoft launches Maia 200 AI chip, mass production progress draws attention
Microsoft officially introduced its second-generation AI accelerator, Maia 200, on January 27, marking its continued efforts in chip development since 2019. The new chip emphasizes...
Friday 23 January 2026
Anthropic's funding round oversubscribed as revenue projection surges despite margin squeeze
AI startup Anthropic has secured enthusiastic investor participation in its latest financing round, Bloomberg reported, citing insiders. Originally targeting US$10 billion,...
Friday 23 January 2026
Taiwanese firms remain cautious as AI bubble debate persists
At Davos 2026, Microsoft CEO Satya Nadella cautioned that the rise of artificial intelligence (AI) could lead to a bubble if its advantages are limited primarily to technology companies...
Wednesday 21 January 2026
Davos 2026: AI takes center stage as leaders debate compute, control, and consequences
AI dominated the corridors and side events of the World Economic Forum Annual Meeting in Davos this week, with executives, policymakers, and researchers converging on a shared view:...
Wednesday 21 January 2026
Taiwan rolls out tiered electricity rates for data centers amid AI power crunch
Taiwan's comprehensive industrial supply chain, ICT talent pool, and competitive land and utility costs have attracted global tech giants like Microsoft and Google to establish data...
Tuesday 20 January 2026
AI bubble concerns ease with Taiwan's IT sector-driven economic growth
Nvidia Corporation's market value has surged to US$4.5 trillion amid the expansion of the AI industry, overtaking Apple Inc. and Microsoft Corporation, while Taiwan Semiconductor Manufacturing...
Thursday 15 January 2026
Microsoft reportedly reorganizes teams to enhance GitHub and compete with emerging AI coding tools
Microsoft is restructuring its internal teams and resources to transform its developer platform GitHub as it faces competition from new AI coding tools like Cursor and Anthropic Claude...
Wednesday 14 January 2026
Chinese AI startup DeepSeek drives global adoption, raises geopolitical concerns
Microsoft's AI for Good Lab has revealed that Chinese AI startup DeepSeek's free, open-source generative model is rapidly gaining adoption in developing countries, contributing to...