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Monday 23 February 2026
Altman dismisses space data centers, challenges Musk's orbital AI vision
The artificial intelligence boom has triggered a global race for chips, electricity, and land. Now it is fuelling something even more ambitious: proposals to move data centers into orbit.
Monday 23 February 2026
AMD puts India at center of its global AI strategy with Helios platform and expanded partnerships
AMD is placing India at the center of its global artificial intelligence (AI) strategy, rolling out a new rack-scale AI platform and deepening partnerships that span infrastructure, supercomputing, and talent development, a senior executive said.
Monday 23 February 2026
Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries of the current upcycle, with its 2026 production capacity already fully booked and supply constraints expected to persist into 2027, according to KST Components, an electronic component distributor.
Monday 23 February 2026
Agility Robotics-Toyota deal signals shift from pilots to commercial humanoid robots in auto manufacturing
Agility Robotics and Toyota Motor Manufacturing Canada have signed agreements to deploy the Digit humanoid robot in a commercial production setting, moving the technology from a one-year pilot to operational use on assembly lines. The deal uses a Robots-as-a-Service model to automate logistics and material handling tasks.
Monday 23 February 2026
US deploys Tech Corps to counter China's AI expansion in developing markets

The Trump administration plans to overhaul the 60-year-old Peace Corps to support US artificial intelligence (AI) exports and counter China's expanding AI presence in developing markets. The initiative, branded the "Tech Corps," would send thousands of US science and engineering graduates overseas to promote American AI hardware, models, and software in markets where Chinese systems are gaining ground, as noted by The Business Times and Bloomberg.

Monday 23 February 2026
Meta goes after Apple with AI-first smartwatch revival
Meta is reviving its smartwatch ambitions as part of a broader push to define the next era of AI-powered consumer hardware, setting up a fresh competitive battle with rivals including Apple and Google. According to The Information, Meta plans to release its first smartwatch, code-named "Malibu 2," in 2026. The device will feature health-tracking capabilities and a built-in Meta AI assistant. This revival comes after the company abandoned an earlier smartwatch project in 2022 amid cost-cutting at its Reality Labs hardware division.
Monday 23 February 2026
Microsoft taps AI exec Asha Sharma to lead Xbox back to console roots
Microsoft has named AI executive Asha Sharma as the new head of its Xbox and gaming division. The appointment signals a deliberate pivot back to console players, after years of chasing mobile and PC audiences.
Monday 23 February 2026
Apple bets on Visual Intelligence to power next wave of AI wearables

Apple is laying the groundwork for a new generation of wearable devices built around what it calls Visual Intelligence, signaling a deeper push into AI-driven hardware, according to Bloomberg. CEO Tim Cook has repeatedly highlighted the technology in earnings calls and internal meetings, suggesting it will anchor Apple's next major product category, following the Apple Watch and Vision Pro.

Monday 23 February 2026
Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities
Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic priorities amid intensifying competition over next-generation memory and artificial intelligence hardware.
Monday 23 February 2026
India AI Impact Summit exposes infrastructure gaps and global divisions
India's attempt to position itself as a bridge between global powers in artificial intelligence faced a series of setbacks at the India AI Impact Summit, as logistical chaos, geopolitical resistance, and controversy over misrepresented technology undercut New Delhi's ambitions.
Monday 23 February 2026
India roundup: India spotlights AI ambitions and global tech alignment at Impact Summit
India puts AI at the center of tech and geopolitical strategy, hosting the AI Impact Summit 2026 with global investment pledges, joining the US-led Pax Silica coalition, and advancing domestic semiconductor projects including Qualcomm's partnership with Tata Electronics.
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.