Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Friday 20 March 2026

Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics

Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.

Friday 20 March 2026

Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates

Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...

Friday 20 March 2026

Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions

Alibaba Group reported modest overall revenue growth while disclosing a sharp fall in operating income, underlining a tension between investment-led expansion in AI and near-term p...

Friday 20 March 2026

UK-Taiwan R&D ties scale up with Foxconn, Turing Space, NSYSU

Taiwan has long leveraged its manufacturing strengths to carve out a place in the global supply chain. Now, it is going further. With research and development reach expanding overseas,...

Friday 20 March 2026

Microsoft considers legal action over Amazon-OpenAI cloud deal

Microsoft is considering legal action against Amazon and OpenAI over a multibillion-dollar cloud arrangement that could breach its exclusive...

Friday 20 March 2026

Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Recent reports suggest that Volkswagen may move away from relying on Nvidia's automotive computing platforms, instead increasingly integrating...

Friday 20 March 2026

The 'golden triangle': Inside Taiwan's industrial engine to win the AI robotics race

The next front in the global AI race may not be a data center. It could be a robot. Taiwan has quietly staked its claim — and it's building the industrial machinery to back it...

Friday 20 March 2026

China's AI robot industry surges on market freedom and strategic autonomy

Despite lacking the industrial legacy of Japan and Germany, China has rapidly built its AI robotics sector into a formidable force, posing as a subtle challenge to US technological...

Friday 20 March 2026

Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

Thursday 19 March 2026

Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan

Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...

Thursday 19 March 2026

Analysis: GTC 2026 widens US-China AI compute gap

The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear...

Thursday 19 March 2026

Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era

The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...

Thursday 19 March 2026

Taiwan turns to Stargate playbook: private capital powers AI infrastructure

Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...

Thursday 19 March 2026

Honda books US$15.7 billion EV loss after scrapping projects and compensating suppliers

Japan's Honda Motor Co. stunned investors in March 2026 by announcing up to JPY2.5 trillion (approx. US$15.8 billion) in impairment losses tied largely to its troubled push into electric...

Thursday 19 March 2026

Taiwan's AI supply chain scales at GTC 2026: Foxconn, Wiwynn, Advantech, BizLink deepen Nvidia ties

Taiwanese hardware vendors expanded their presence at Nvidia GTC 2026, underscoring a coordinated push into AI servers, edge computing, robotics, and data center infrastructure. Foxconn,...

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