Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy is my friend." The deal gives Anthropic access to SpaceX's Colossus 1 data center, with more than 220,000 Nvidia GPUs, potentially easing near-term capacity constraints for Claude.

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture of Nvidia's next-generation Vera Rubin platform, a shift that has already triggered sharp swings among related suppliers in Taiwan's equity market.

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising component costs are creating growing pressure on customers, according to executives at Hitachi Vantara Taiwan.

The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According to foreign media reports, China's "Big Fund" — formally known as the China Integrated Circuit (IC) Industry Investment Fund — is in talks to lead an investment in AI startup DeepSeek, with the company's valuation approaching US$45 billion.