Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 30 April 2026

Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth

Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...

Thursday 30 April 2026

OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach

OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...

Thursday 30 April 2026

Amazon highlights US$50 billion chip potential and advances LEO satellite plans

On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...

Thursday 30 April 2026

Alphabet's 1Q26 earnings call: AI boom hits a capacity ceiling

Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...

Thursday 30 April 2026

Qualcomm to ship custom product with hyperscaler in 4Q26

In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...

Thursday 30 April 2026

Nissan's restructuring yields operating profit, but net loss persists as sales slump

Nissan Motor's three-year Re:Nissan plan is beginning to show results, forecasting operating profit for fiscal 2026 despite falling sales. For international stakeholders, this signals...

Thursday 30 April 2026

Amazon posts solid growth as AWS and AI investments drive momentum

ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...

Thursday 30 April 2026

China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure

After a widespread malfunction involving Baidu's Apollo Go robotaxi service in Wuhan left passengers stranded and disrupted traffic, Chinese...

Thursday 30 April 2026

AI drives power interconnect surge as BizLink and JPC target high-end markets

The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...

Thursday 30 April 2026

Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

Samsung SDI reported a sharply reduced operating loss for the first quarter of 2026 as its US joint venture with General Motors (GM) is...

Thursday 30 April 2026

Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up

Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...

Thursday 30 April 2026

Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup

Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology...

Wednesday 29 April 2026

BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge

Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...

Wednesday 29 April 2026

Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure

Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...

Wednesday 29 April 2026

BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

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