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Saturday 21 February 2026
OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by Bloomberg. The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.

Saturday 21 February 2026
AI supply chain tracker: Rack infrastructure joins the AI buildout
January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal, and optical component suppliers posted strong annual gains.
Saturday 21 February 2026
Trump defies Supreme Court with new 10% global tariff following legal defeat

In a whirlwind 24-hour period of legal setbacks and executive retaliation, President Donald Trump has signed an executive order imposing a 10% global tariff on all foreign goods. The move, announced Friday evening via social media, serves as a rapid-response maneuver to salvage his trade agenda after the U.S. Supreme Court struck down his previous "reciprocal" tariff regime earlier that day.

Friday 20 February 2026
SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain
SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends beyond expanding high-bandwidth memory (HBM) sales; it aims for a head start in the design phase collaboration for next-generation AI chips, aiming to capture key leadership in future AI accelerator architectures.
Friday 20 February 2026
Taiwan surpasses China in monthly imports to the US for first time in decades
The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products and components, according to reports from Bloomberg and Nikkei Asia.
Friday 20 February 2026
Google, Apple add music-focused generative AI features
Google and Apple are adding music-focused generative artificial intelligence (AI) features to their core consumer apps. This development underscores how advanced AI tools are moving into mainstream use. At the same time, it marks the continued debate of copyright in AI content generation.
Friday 20 February 2026
Tech giants double down on physical AI in the GenAI age
As AI development accelerates, the agent AI sector is expected to fully explode by 2026. Another notable trend is the clear shift of generative AI (GenAI) toward physical AI deployment. Since the start of the year, major tech players have formed strategic alliances combining software and hardware to secure key infrastructure for physical AI implementation.
Friday 20 February 2026
AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge.
Friday 20 February 2026
The great divide: a viral snub and the looming AI monopoly in New Delhi

As Prime Minister Narendra Modi stood at the center of the stage at the India AI Impact Summit, he attempted a symbolic gesture of global unity: fourteen world and business leaders standing hand-in-hand, arms raised in a display of collective progress.

Thursday 19 February 2026
Global AI leaders stress equitable adoption and ethical safeguards at India summit
At the India AI Impact Summit 2026, global tech executives and policymakers highlighted AI's transformative potential, warning that uneven adoption risks widening global disparities. Speakers emphasized infrastructure, skills, and governance as crucial for ensuring AI drives inclusive growth and innovation worldwide.
Thursday 19 February 2026
Microsoft outlines US$50 billion Global South AI investment plan at India summit
Microsoft said it is on track to commit US$50 billion by the end of the decade to expand artificial intelligence in countries across the Global South, with new initiatives aimed at infrastructure, skills development and inclusive AI capabilities, company executives announced at the India AI Impact Summit.
Thursday 19 February 2026
From AGI to superintelligence: Altman and Hassabis draw varying timelines for AI's future
This week, two of the industry's most powerful voices laid out starkly different visions for where artificial intelligence is headed — and how fast. Both spoke at the India AI Impact Summit 2026, but in separate keynotes. Taken together, their remarks revealed a deepening divide at the heart of the AI world: what the next frontier actually looks like, and whether humanity is years or decades away from reaching it.
Thursday 19 February 2026
OpenAI brings Stargate to India with Tata AI data center build-out partnership
OpenAI has designated the Tata Group as its foundational partner for a major sovereign AI push in India, positioning the conglomerate's HyperVault unit as the first domestic anchor for the global Stargate infrastructure project.
Thursday 19 February 2026
MediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier
The rules of winning in AI are changing, and one of the semiconductor industry's most prominent executives is calling time on the old playbook.
Thursday 19 February 2026
Google, Nvidia, Macron back India's AI ambitions as Modi calls for tech for all
The Indian Prime Minister Narendra Modi and Google CEO Sundar Pichai used the India AI Impact Summit 2026 to announce a sweeping digital infrastructure partnership, with Google unveiling its America-India Connect initiative and reaffirming a US$15 billion AI hub in Visakhapatnam as part of a broader push to deepen India-US technology ties.
Thursday 19 February 2026
Supermicro explores local manufacturing in India amid AI push
US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence markets, a senior executive said, citing alignment with the government's "Make in India" initiative.
Thursday 19 February 2026
OpenAI partners with Indian universities to expand AI integration in higher education
OpenAI has partnered with leading Indian universities to integrate artificial intelligence tools across campuses, targeting more than 100,000 students and faculty within a year, as India accelerates efforts to build AI skills and domestic capacity in one of the world's largest education systems, according to TechCrunch, Hindu Business Line, and The Tech Buzz.
Thursday 19 February 2026
AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge
Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms continued AI server demand, while month-over-month shifts point to shipment timing, project concentration, and base effects rather than a change in end demand.
Thursday 19 February 2026
Wearable medical devices surge with supply chain of four core components taking shape
Global medical technology is rapidly shifting from hospital settings to everyday life, advancing toward precision medicine and long-term health management. Driving the boom in wearable medical devices are four key components that industry experts expect will unlock new blue-ocean opportunities in healthcare technology.
Wednesday 18 February 2026
Nvidia expands AI partnerships in India under US$1 billion national mission
India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial digitization, signaling deeper alignment between the state and the private sector in a rapidly expanding AI market, as per Nvidia's press releases.
Wednesday 18 February 2026
Qualcomm commits up to US$150 million to back AI startups in India
US-based Qualcomm plans to invest up to US$150 million in Indian startups through a new AI-focused fund, underscoring its strategy to expand on-device and sector-specific artificial intelligence in one of the world's fastest-growing technology markets.
Wednesday 18 February 2026
Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for China's humanoid and quadruped industry. Four robotics companies appeared across martial arts, comedy skits, and a holiday short film, in a coordinated push to convert visibility into orders and IPO momentum.

Wednesday 18 February 2026
India-based Adani to invest US$100 billion in renewable-powered AI data centres by 2035
Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's push to become a global artificial intelligence hub, according to The Wall Street Journal, Bloomberg, and Reuters.
Wednesday 18 February 2026
Humanoid robots challenge South Korea’s safety and liability framework

While humanoid robot technology advances rapidly, South Korea is moving to establish regulatory clarity on safety, liability and verification standards ahead of industrial deployment. Legal experts in the country say significant gaps remain in current frameworks, particularly regarding safety and labor, prompting accelerated field validation to provide a clearer basis for future standard-setting.

Wednesday 18 February 2026
Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns
As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between the US and China intensifying, Singapore's neutral standing is no longer just diplomatic language for Chinese firms seeking to go global. It has become a core competitive advantage that can determine corporate survival and is increasingly viewed as an invaluable asset.