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Thursday 7 May 2026
MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD
MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud AI development.
Thursday 7 May 2026
Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26
Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully developed its next-generation 1.6T octal small form-factor pluggable (OSFP) optical transceiver module. The product targets hyperscale cloud data centers and is expected to enter mass production in the fourth quarter of 2026.
Thursday 7 May 2026
Meta seeks to challenge Google, Amazon, and TikTok Shop with consumer AI agents
Meta is reportedly developing AI agents for consumer use, including an agentic shopping tool for Instagram and an OpenClaw-like agent known within the company as "Hatch". The efforts follow Meta's announcement of enormous AI investments, which have caused unease among investors.
Thursday 7 May 2026
SpaceX targets AI chip independence with US$119 billion Texas Terafab
Elon Musk is rapidly expanding his ambitions beyond rockets and electric vehicles (EVs), positioning SpaceX at the center of a vertically integrated artificial intelligence (AI) infrastructure strategy spanning semiconductors, data centers, AI models, robotics, and space systems.
Thursday 7 May 2026
Pentagon deploys 100,000 AI agents, escalating algorithm warfare with China
The Pentagon has deployed more than 100,000 AI agents through its GenAI.mil platform, marking a broader shift toward algorithm-driven warfare and expanding the US military's push into AI-powered combat operations.
Thursday 7 May 2026
Alphabet's global debt blitz underscores explosive AI funding boom across tech industry
Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated bonds in its latest funding push, according to Bloomberg. The move includes its largest-ever euro bond sale and its first issuance in Canadian dollars, underscoring the scale of capital required for AI-related investments.
Thursday 7 May 2026
APMIC's Traditional Chinese model ACE-1 ranks in global top 5 after Taiwan sovereign AI evaluation
APMIC announced that its Traditional Chinese language model ACE-1 ranked in the global top 5 overall and secured the top spot on a "Taiwan values" metric in a language-model evaluation published on May 6 by the AI Product and System Evaluation Center under the Ministry of Digital Affairs. The results highlighted ACE-1's strength in local context understanding and reinforced the company's push for sovereign AI capabilities tailored to Taiwan's institutions and social and cultural environment.
Thursday 7 May 2026
ByteDance's Doubao tests paid AI tiers to challenge ChatGPT subscriptions
China's AI market has expanded rapidly through free and low-cost offerings, but rising computing costs and deeper enterprise adoption are beginning to reshape the sector's business models. ByteDance-backed Doubao is now testing paid subscription plans priced between CNY68–500 (US$9–69) per month, signaling a formal shift toward tiered monetization.
Thursday 7 May 2026
Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg. The company has engaged ICICI Securities Ltd and SBI Capital Markets Ltd as advisers, with additional banks expected to join ahead of a draft prospectus filing in the next two to three months.
Thursday 7 May 2026
Commentary: The real AI war may be the models nobody sees

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.

Thursday 7 May 2026
Taiwan brings 16 firms to AI EXPO Korea to pitch full AI supply chain to South Korea
Taiwanese companies showcased end-to-end AI infrastructure and applications at AI EXPO Korea 2026, aiming to address South Korea's urgent demand for high-performance computing, data sovereignty and industrial AI deployment. The Taiwan pavilion gathered 16 firms under the theme "From Chip to Application" to present hardware, edge devices, software and security solutions to South Korean buyers during the event in Seoul.
Thursday 7 May 2026
Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed by the first quarter of calendar 2027. This move follows a record-setting fiscal year 2026, where the company reported total revenue of "US$27.9 billion, up 8% on continued strong growth in cloud, power, and industrial".
Thursday 7 May 2026
Nvidia, AMD and Intel starve the PC market to feed the AI boom
The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.
Thursday 7 May 2026
China token prices rise while US hyperscalers flood AI infrastructure
Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue to expand capex aggressively, China's AI market is seeing token prices rise rather than fall, signalling that pricing is increasingly shaped by supply constraints and evolving AI business models rather than investment scale alone.
Thursday 7 May 2026
Anthropic raises Claude usage limits with SpaceX compute deal
Anthropic announced immediate increases to Claude service limits following a compute partnership with SpaceX that will deliver over 300 megawatts of new capacity within the month.
Thursday 7 May 2026
Arm shifts focus to high-value silicon to bypass mobile growth plateau
The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the global smartphone market faces structural saturation, the organization is pivoting toward Agentic and Physical AI to redefine its commercial relevance. The core of this strategy is to increase the average selling price per chip by packing higher complexity—measured in core density and orchestration capabilities—into each unit, thereby ensuring revenue growth even as hardware shipment volumes stabilize.
Thursday 7 May 2026
Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers for the next decade. The company defines agentic workloads as a shift from human-based queries to continuous, autonomous tasks where CPUs must coordinate data movement, manage memory, and orchestrate work across accelerators. To address this, Arm recently launched the Arm AGI CPU, a product purpose-built for these specific AI requirements.
Thursday 7 May 2026
Taiwan component maker Fositek rides AI server cooling demand
Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet customer needs. The company expects server-related revenue to rise quarter by quarter through 2026 and said second-half shipments of a customer's new foldable phones will further lift margins.
Thursday 7 May 2026
As AI expands, broadband upgrades fuel growth at Sercomm

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part by artificial intelligence, is rippling through telecommunications infrastructure.

Thursday 7 May 2026
Supply chain walks pricing tightrope as AI demand lifts costs

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into a high-growth phase, further straining an already tight supply chain.

Thursday 7 May 2026
OpenAI, Anthropic chase AI consulting firms in new enterprise battle

The AI race is entering a new phase, and it may look far less like a pure software business than Silicon Valley once imagined.

Thursday 7 May 2026
Google, Microsoft, and xAI to give US early access to unreleased AI models

Google DeepMind, Microsoft, and xAI have signed agreements giving the US government early access to unreleased frontier AI models for national-security testing, expanding Washington's ability to assess advanced commercial systems before they reach the public.

Wednesday 6 May 2026
Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit
Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in Taipei, while AMD has also received major ministry support to establish a research and development center in the southern city of Tainan.
Wednesday 6 May 2026
AI networking surge pushes Lumentum to record growth

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial intelligence (AI) infrastructure is underway and that the bottleneck is no longer computing power, but the networks that connect it.

Wednesday 6 May 2026
Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous — the artificial intelligence boom has become.