Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

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

Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...

Tuesday 28 April 2026

Chinese automakers use supply chain shifts to bypass US trade barriers

Faced with escalating trade barriers from the US, Chinese automakers are adopting a "buffer route" strategy by using Canada and Mexico as transit points to enter the US market, while...

Tuesday 28 April 2026

US and China auto markets face diverging pressures

The world's two largest auto markets, the US and China, now resemble opposite ends of a scale, each confronting a distinct set of structural...

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

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...

Tuesday 28 April 2026

Chinese EVs undercut global rivals by half, siren alarm in South Korea and beyond

China's auto industry is expanding at a striking pace, powered by electric vehicles and a surge in exports that is reshaping the global market order. Analysts in South Korea warn that...

Tuesday 28 April 2026

OpenAI eyes agentic AI phone but faces challenges beyond chip design

OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...

Tuesday 28 April 2026

Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

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

Why Big AI is hiring philosophers to tackle the ethics gap and how the approaches differ

Google DeepMind and Anthropic are increasingly recruiting philosophers to address the ethical and societal questions posed by advanced artificial intelligence, while OpenAI continues...

Tuesday 28 April 2026

China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout

China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive...

Tuesday 28 April 2026

Kakao Mobility launches Level 4 robotaxi, scales AI mobility platform

South Korea's leading mobility platform, Kakao Mobility is accelerating the commercial rollout of Level 4 autonomous driving, placing artificial intelligence at the center of a "physical...

Tuesday 28 April 2026

Why the AI boom still runs through Taiwan — and why that won't change

As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...

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