Global supply chain: Emerging tech, businesses

Emerging tech, businesses news coverage

IN THE NEWS

Thursday 29 January 2026

Celestica posts sharp revenue gains as cloud and AI spending rise

Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

Thursday 29 January 2026

Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

Thursday 29 January 2026

Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite

Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...

Thursday 29 January 2026

Tesla bets future on custom chips as profit plunges 64%

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...

Thursday 29 January 2026

Meta targets 2026 for massive AI infra push following solid earnings

Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...

Thursday 29 January 2026

Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom

Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...

Thursday 29 January 2026

Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science

The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including...

Thursday 29 January 2026

Taiwan and Germany expand trade ties as demand for chips and green tech rises

As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

Thursday 29 January 2026

How Sega's US$5 million lifeline saved Nvidia from collapse

In a recent interview with Jodi Shelton, Jensen Huang, the CEO of Nvidia, reflected on a life spent in near-constant motion. After years of crisscrossing the globe, he said, there...

Thursday 29 January 2026

Vivo exits smart glasses race, citing three insurmountable obstacles

After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,...

Wednesday 28 January 2026

Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark

Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data...

Wednesday 28 January 2026

Earnings call summary: ASML posts record 2025 results on surging orders

ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...

Wednesday 28 January 2026

Taiwan bets on drone swarms with Anduril Lattice AI command playing key role

Taiwan has introduced an initiative to strengthen its air defense system by integrating US-made and domestically produced missiles and radars into a networked kill chain that it calls...

Wednesday 28 January 2026

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

Wednesday 28 January 2026

Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way

Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal...

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