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Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Thursday 29 October 2026
Taiwan central bank head deems AI bubble crash scenario extreme
Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting...
Thursday 29 October 2026
AI, semiconductors drive foreign investor gains, weakening Taiwan dollar
Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated...
Thursday 29 October 2026
Microsoft cloud and AI revenue in 1QFY27surge past expectations, driven by robust Copilot and Azure growth
Microsoft kicked off its fiscal year 2027 with an impressive financial performance, reporting total revenue of US$92.3 billion, a 19% year-over-year increase. This financial momentum...
Thursday 29 October 2026
KT turns AI tokens into a telecom utility with 500-model enterprise platform
As AI spreads across industries and everyday life, the experience of using it is becoming increasingly measurable, routable, and billable. The rapid proliferation of models is turning...
Thursday 29 October 2026
Google's cloud expansion strengthens AI business but strains cash generation
Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not...
Thursday 29 October 2026
Google's Gemini 4 Carbon takes top spot on independent AI index, but most users must wait
Google has retaken first place on a closely watched independent ranking of AI models with Gemini 4 Carbon, its second flagship release in a month. The lead is narrow, though; the model...
Thursday 29 October 2026
Microsoft's cloud growth outpaces infrastructure spending delays
Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity...
Thursday 29 October 2026
Lenovo previews CES 2027 lineup focused on AI agents, hybrid AI
Lenovo Group announced that its annual global innovation event, Tech World, will return to CES 2027 in Las Vegas, taking place at Sphere as part of the keynote program. The event will...
Thursday 29 October 2026
Rokid launches full-color AI glasses with microLED display
Chinese smart-glasses maker Rokid unveiled its full-color AI glasses, Rokid Color, in Hangzhou on October 27, alongside the second-generation Rokid Glasses 2 and the Rokid Ring smart...
Thursday 29 October 2026
Google launches Genie 4 world model for select game, film teams
Google DeepMind has released Genie 4, its latest world model, as a research preview available only to a limited group of testers. The model generates real-time interactive environments...
Thursday 29 October 2026
Anthropic's IPO filing highlights China AI rivalry as model distillation, chip export controls emerge as key risks
US AI startup Anthropic has formally filed for an initial public offering (IPO) with the US Securities and Exchange Commission (SEC), identifying competitive pressure from Chinese...
Thursday 29 October 2026
LG Innotek revenue tops KRW6T in 3Q26, profit halves
LG Innotek’s 2026 third-quarter revenue topped KRW6 trillion (approximately US$4.52 billion) for the first time, driven by new mobile-device launches and technology adoption...
Wednesday 28 October 2026
UMC utilization tops 90% in 2H26 as AI demand drives expansion
United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications,...
Wednesday 28 October 2026
Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals
Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor...