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Friday 13 November 2026
CoreWeave adjusts AI data center expansion model as customer prepayments, contracts ease financing concerns
Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing...
Friday 13 November 2026
Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%
Hon Hai Precision Industry (Foxconn) expects continued double-digit growth in 2027, led by artificial intelligence (AI) servers, as application-specific integrated circuit (ASIC) AI...
Friday 13 November 2026
Exclusive: Can quantum computers escape the laboratory? Aegiq reimagines computing's industrial future
Inside a refurbished industrial building in Sheffield, a quantum computing laboratory is preparing for a future that could transform how the world develops medicines, advanced materials,...
Friday 13 November 2026
Apple's iPhone Duo stumbles in China over app glitches and falling resale prices as Huawei dominates
Apple's first foldable smartphone, the iPhone Duo, is struggling to gain traction in China, the world's largest foldable phone market. Quality concerns, falling resale prices and compatibility...
Friday 13 November 2026
Cerebras lifts third-quarter revenue 55% as cloud inference overtakes hardware sales
Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of...
Friday 13 November 2026
SpaceX's US$74 billion Texas-Arizona AI data center expansion faces local opposition and political hurdles
SpaceX plans to invest more than US$74 billion in AI supercomputing campuses in Texas and Arizona, expanding beyond rockets and satellite internet into large-scale AI infrastructure...
Friday 13 November 2026
Singapore bars Alice Huang from reentry, says investigation into Megaspeed remains ongoing
Singapore said it independently investigated Hong Kong resident Alice Huang and Singapore-registered Megaspeed International over suspected false declarations involving servers exported...
Friday 13 November 2026
Asus sees no major order impact from financing and data-center regulation changes
Tighter financing and stricter local oversight could lead to consolidation among weaker cloud providers and greater concentration in the data-center industry, Asus said. However, based...
Friday 13 November 2026
Asus expects the 2027 PC market to shrink 10–15% as memory costs bite
Asus has turned cautious on the 2027 PC market, forecasting a 10–15% full-year decline as memory prices surge, end-user demand cools, and global regulation of data-center construction...
Friday 13 November 2026
Asus reports record third-quarter revenue as server business grows
Asus posted record brand consolidated revenue of NT$258.788 billion (US$7.86 billion) in the third quarter of 2026, up 7% quarter-on-quarter and 36% year-on-year, as AI server shipments...
Friday 13 November 2026
Remote access emerges as biggest gap in US chip controls as Congress and Commerce move to close it
The loophole that lets Chinese AI developers rent Nvidia chips in overseas data centers is becoming the main target of a tougher US export-control push. Democrats swept both chambers...
Friday 13 November 2026
Nvidia's roadmap is set through 2028, but its tempo, talent bench were built around Huang
Nvidia's product pipeline is locked in for the next two years, analysts say, but Jensen Huang's resignation calls into question the annual upgrade cadence he personally drove and exposes...
Friday 13 November 2026
Compal splits server R&D and sales into subsidiary
Compal Electronics will transfer the research and development and sales operations of its server-related Infrastructure Solutions Business Group (ISBG) to its wholly owned subsidiary...
Friday 13 November 2026
AMD, Broadcom, custom chips eye an opening as Nvidia loses its founder CEO
Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing...
Friday 13 November 2026
Huang's exit leaves Nvidia's role as the AI industry's financier without its dealmaker
Jensen Huang's resignation removes the executive who turned Nvidia's balance sheet into a funding source for the AI buildout, raising questions about whether the company will keep...