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Friday 6 February 2026
Apple integrates AI agents into Xcode to boost coding productivity
Apple has introduced AI agent integration in its integrated development environment (IDE) Xcode, supporting Anthropic Claude and OpenAI Codex. This allows AI to autonomously build, test, and debug code, aligning with the rising trend of vibe coding.
Friday 6 February 2026
Anthropic launch adds pressure on the enterprise software sector
Artificial intelligence startup Anthropic, on February 5, 2026, released an updated AI model as investors continued to reassess the impact of rapid advances in generative AI on the traditional enterprise software sector.
Friday 6 February 2026
OpenAI faces internal resource imbalance as researchers depart
OpenAI has heavily focused its resources on ChatGPT and large language models (LLMs), sidelining other long-term research areas, prompting several senior researchers to leave the company.
Friday 6 February 2026
OpenAI facing growing pressure as rivals level up, profitability remains elusive
OpenAI is accelerating on multiple fronts, but the pace of progress across the generative AI landscape is making it harder for the company to claim uncontested leadership. As Google's Gemini models close capability gaps and Anthropic pushes aggressively into enterprise and agentic AI, OpenAI finds itself under intensifying pressure; not only to ship ever more powerful models, but also to prove it can turn technical leadership into a profitable business.
Friday 6 February 2026
CSPs turn to custom silicon to break Nvidia dependence
The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a long-standing dependence on Nvidia's AI GPUs.
Friday 6 February 2026
Foxconn sees 35% revenue increase in January on AI server demand
Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for artificial intelligence (AI) servers, which have boosted shipments of cloud and networking products. Despite entering the traditional off-season, the company's first-quarter 2026 outlook remains robust.
Friday 6 February 2026
Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management argued new capacity is being monetized immediately, with custom silicon and agent-driven workloads expected to sustain long-term returns despite near-term margin pressure.
Friday 6 February 2026
Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven spending has raised concerns over near-term margins and the timing of returns despite strong AWS momentum.
Friday 6 February 2026
Google's efficiency breakthrough shows search thriving, not dying, from AI
Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.
Friday 6 February 2026
Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push
In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South Korea accelerates the development of "data factories" and practical talent programs for physical AI, Nvidia plans to deepen partnerships to support ecosystem expansion and sustain its own growth.
Thursday 5 February 2026
Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch
Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers devote an increasing share of capacity to HBM production, shortages of conventional memory chips have begun to emerge, strengthening suppliers' bargaining power across the industry.
Thursday 5 February 2026
Amazon explores deeper OpenAI ties as AI competition intensifies

Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the AI company, according to a report by The Information. The talks highlight how major cloud providers are seeking closer relationships with leading AI model developers as competition in consumer and enterprise AI accelerates.

Thursday 5 February 2026
MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud ASIC market to reach US$70 billion by 2028. The company aims for a 10–15% market share and expects ASIC revenue to constitute around 20% of total sales by 2025.
Thursday 5 February 2026
AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

Nvidia chief executive Jensen Huang said the world has entered a decisive moment of reindustrialization, marked by what he described as the largest wave of industrial infrastructure construction in human history. Investment is expected to reach into the trillions, or even tens of trillions of dollars. To ensure that such costly infrastructure is built right, manufacturing is moving toward a model defined by software, driven by artificial intelligence and anchored by digital twin technology.

Thursday 5 February 2026
Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers
Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During its fiscal first-quarter earnings call, the company highlighted expanding momentum across multiple AI-driven platforms, underpinned by its focus on power-efficient computing, edge intelligence and specialized architectures.
Thursday 5 February 2026
Alphabet pledges record $185 billion capital spend as AI fuels cloud boom

Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending, signaling an aggressive bid to cement its dominance in the artificial intelligence era.

Thursday 5 February 2026
Sam Altman calls Moltbook a 'fad' after security breach
A viral social network designed for artificial intelligence agents has sparked debate across the technology sector, drawing mixed reactions from industry leaders and raising questions after a security flaw exposed private data, according to Reuters and CNBC.
Thursday 5 February 2026
Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the project will continue to rely heavily on China's rapidly expanding robotics supply chain in the coming years.
Thursday 5 February 2026
Commentary: China's robot spectacles must go beyond the stage
Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than traditional entertainment—it has transformed into a glittering stage for robotics prowess. Dozens of quadruped robots have marched in perfect synchronization, while humanoid machines have executed intricate dance routines that once seemed confined to science fiction. The performances captivate audiences and dominate social media, generating viral moments that showcase China's technological ambitions on a grand scale.
Thursday 5 February 2026
Dassault Systemes expands AI virtual assistant lineup with industry world models
Dassault Systemes unveiled a major expansion of its AI virtual assistant portfolio during 3DEXPERIENCE World 2026 held February 3-5, 2026, in Houston, emphasizing its new technology blueprint centered on 3D UNIV+RSES and marking a shift toward a generative economy in industrial design.
Thursday 5 February 2026
Taiwan invited to join Trump's Pax Silica initiative
Minister of Economic Affairs Ming-hsin Kung completed the sixth Taiwan-US Economic Prosperity Partnership Dialogue (EPPD) on January 27, 2026, with US Under Secretary of State Jacob Helberg. During the meeting, the two sides signed the Joint Statement on the Pax Silica Declaration. According to the statement, as AI accelerates innovation and reshapes the global economy and supply chains, the two sides will deepen their comprehensive economic partnership and establish an economic security order based on trust, technological complementarity, shared interests, and a common commitment to a more prosperous future.
Thursday 5 February 2026
Moltbook AI community exposed for human control and major security flaws
Moltbook, a social platform promoting autonomous artificial intelligence (AI) agents, has been found to operate contrary to its claims, with the majority of its AI agents controlled by humans and significant security vulnerabilities uncovered. Reports from Reuters, Business Insider, and Fortune reveal critical misrepresentations and technical issues affecting the platform.
Wednesday 4 February 2026
AMD sees PC growth in 2026 despite market contraction
Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments from CEO Lisa Su on the company's February 3, 2026, earnings call. During the call, Su detailed a strategy focused on enterprise customers and the premium segment to offset anticipated market headwinds.
Wednesday 4 February 2026
HP CEO Enrique Lores steps down; board names interim leader
HP announced today that Bruce Broussard, who has served on the company's board of directors since 2021, has been named interim chief executive officer, effective immediately. He succeeds Enrique Lores, who is stepping down as president, CEO, and board member to pursue another professional opportunity. The board has established a CEO search committee and retained a leading global executive search firm to assist in identifying Lores's permanent successor.
Wednesday 4 February 2026
AI drives ODM/EMS growth despite weak consumer electronics in 2025
Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale model training. Spending is moving away from conventional, general-purpose servers toward high-performance computing platforms built specifically for AI training and inference. This transition is ushering the server supply chain into a new phase of structural growth.