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Thursday 25 June 2026
Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem
Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse is expected to open in July 2026, supporting material imports and finished-goods exports tied to the local AI market.
Thursday 25 June 2026
Coplus developing Nvidia-backed AI headlights
Coplus took a cautiously optimistic view of the second half of 2026 during an investors conference on June 24. The Taiwan-based auto parts supplier said it has lined up countermeasures after its first-quarter 2026 operations were hit by US tariffs and geopolitical tensions, and is moving from traditional automotive lighting into AIoT.
Thursday 25 June 2026
JD.com targets 700,000 workers for retraining as robots reshape logistics
Founder and chairman of Chinese e-commerce platform JD.com Qiangdong Liu said at the 2026 APEC Business Leaders China Forum that logistics and delivery work will gradually be handled by robots, with many courier jobs likely to be replaced by automation. He added that JD.com has launched an internal program called the "Nirvana Plan" to help about 700,000 logistics and blue-collar employees retrain and transition as AI reshapes the industry.
Thursday 25 June 2026
China's 360 unveils AI cybersecurity tools claimed to rival Anthropic's Mythos
Chinese cybersecurity company 360 Security Technology has unveiled a pair of AI-powered cybersecurity tools that it says can match the capabilities of Anthropic's highly restricted Mythos system, marking China's latest effort to narrow the gap with leading US AI technologies.
Thursday 25 June 2026
Nvidia's Huang puts national security first as he touts an AI factory boom at the annual meeting
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
Thursday 25 June 2026
MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
Thursday 25 June 2026
Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
Thursday 25 June 2026
Anthropic accuses Alibaba of largest distillation attack on Claude, escalating the US-China AI fight
Anthropic's claim that Alibaba "illicitly" harvested its Claude model marks the biggest alleged case yet of a Chinese firm copying a top US lab, sharpening a national-security debate in Washington over AI intellectual property — even as Anthropic, valued at US$965 billion and eyeing an IPO, feuds with the White House over its own export limits.
Thursday 25 June 2026
OpenAI debuts Broadcom-designed, TSMC-built inference chip as model makers diversify silicon
OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.
Thursday 25 June 2026
Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
Thursday 25 June 2026
Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constraints are expected to support pricing and profitability through at least 2027.
Thursday 25 June 2026
Foxconn and Sharp sign strategic pact to prioritize AI servers and smart infrastructure
Foxconn announced on June 24 that it signed a memorandum of strategic cooperation with Japan's Sharp Corp., with both companies centering the partnership on complementary strengths and resource integration under Foxconn's "3+3+3" strategic framework.
Thursday 25 June 2026
Nvidia and AWS deepen push to simplify AI infrastructure at scale
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
Thursday 25 June 2026
SK Group to meet Tesla and SpaceX leadership to pursue AI-infrastructure and memory partnerships
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddaily reported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date was kept confidential.
Wednesday 24 June 2026
Imoo overtakes Samsung to become No. 4 smartwatch brand
Imoo beat Samsung Electronics, Oppo, and Garmin to rank as the world's No. 4 smartwatch brand in global smartwatch sales in the first quarter of 2026. In fact, imoo's global smartwatch shipments have matched Samsung's in recent years, according to Counterpoint.
Wednesday 24 June 2026
SoftBank to build domestic AI server base as Japan pushes for sovereign compute
SoftBank, the telecom arm of SoftBank Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server production in fiscal 2027 at the former Sharp Sakai plant in Osaka.
Wednesday 24 June 2026
China's LineShine supercomputer tops TOP500, but AI lead remains unclear

China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system built around domestic processors, interconnects, and software.

Wednesday 24 June 2026
Humanoid-robot maker Agility Robotics to go public via SPAC at US$2.5 billion valuation
Agility Robotics, a maker of humanlike robots for factories and warehouses, is set to list publicly through a merger that values the company at about US$2.5 billion, executives told The Wall Street Journal.
Wednesday 24 June 2026
IBM targets Anderon venture to anchor quantum wafer supply
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
Wednesday 24 June 2026
China's idle EVs could become AI token factories, says CATL chairman
CATL chairman Robin Zeng said on June 23 at the World Economic Forum (WEF) in Dalian that many electric vehicles (EVs) in China could be turned into computing infrastructure for the large-scale production of AI tokens by using their onboard batteries and AI chips.
Wednesday 24 June 2026
Dassault Systèmes brings virtual twins and sovereign cloud to Europe's health-tech startups
Dassault Systèmes, a major provider of 3D digital twin technology, has partnered with PariSanté Campus, France's healthcare-focused AI and digital innovation hub, to support health-tech startups in France and across Europe.
Wednesday 24 June 2026
Meta and EssilorLuxottica launch budget AI glasses line as smart eyewear portfolio expands to four products
Meta and EssilorLuxottica announced on June 23 the launch of Meta Glasses, a new co-branded AI glasses collection starting at $299, positioned as the more accessible entry point in a portfolio that now spans four distinct product lines.
Wednesday 24 June 2026
Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
Wednesday 24 June 2026
US demands Meta oversight as defense conflict escalates

According to The New York Times, the Trump administration is putting pressure on Meta to submit its latest AI models for voluntary national security reviews. Meta remains the only major US developer that has not yet reached a formal agreement to share its technology with the federal government's newly established Center for AI Standards and Innovation (CAISI). While rivals like OpenAI, Google, Microsoft, and xAI have quietly complied, Meta's policy team remains locked in tense negotiations with the Department of Commerce (DOC).

Wednesday 24 June 2026
Alibaba sues US Defense Department over military company label, raising contract and free-speech concerns
Alibaba Group Holding and its US subsidiary filed a suit on June 23, 2026, in federal court in California, seeking to overturn the Department of Defense's designation of Alibaba as a "Chinese military company." The case could affect the company's access to US government contracts and its standing in broader US supply chains.