Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Wednesday 5 August 2026

Anthropic's scramble for compute is reshaping how AI labs finance their chips

Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude...

Wednesday 5 August 2026

From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story

SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...

Wednesday 5 August 2026

Open weight models excluded from US frontier model review

Open weight models made by US companies are reportedly exempt from new guidelines by the US Trump administration overseeing the safety of new frontier models. The White House also...

Wednesday 5 August 2026

Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...

Wednesday 5 August 2026

Apple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies

Apple has asked a US federal judge to issue a preliminary injunction preventing OpenAI and two former Apple employees from accessing, using,...

Wednesday 5 August 2026

SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments

SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...

Wednesday 5 August 2026

Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027

Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...

Wednesday 5 August 2026

Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...

Wednesday 5 August 2026

Wistron sees AI demand widening as Taiwan ODMs gain pricing power

AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

Wednesday 5 August 2026

SpaceX's first earnings as a public company show an AI bet outrunning its cash generation

SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...

Wednesday 5 August 2026

AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips

AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...

Wednesday 5 August 2026

Waymo weighs ending Uber robotaxi role as app control battle intensifies

Waymo is considering leaving its robotaxi partnership with Uber as it seeks to bring ride-hailing service in Austin and Atlanta under the Waymo App starting in 2028. The shift would...

Wednesday 5 August 2026

Cloud AI chipmakers race to secure capacity with long-term deals

Cloud AI chip demand remains exceptionally hot, forcing chipmakers to put advanced-node capacity at the top of their agenda. IC design firms say technical strength and cost are no...

Wednesday 5 August 2026

US dominates world's largest AI data centers as China places three in global top 60

The global race to build AI data centers is accelerating. According to Epoch AI's latest AI Data Centers report, more than 60 hyperscale AI data centers have either entered operation...

Wednesday 5 August 2026

Roborock breaks free from Xiaomi to lead robot vacuums

Roborock Technology, which started out in Xiaomi's ecosystem, has staged a comeback to become the global leader in robot vacuums. After...

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