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.
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.
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.
The AI race is entering a new phase, and it may look far less like a pure software business than Silicon Valley once imagined.
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.
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.
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.
GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen.
Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027 results above Wall Street expectations and announced plans to spin off its Cloud and Power Infrastructure segment into a separate publicly traded company.
AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.
