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Wednesday 25 February 2026
AI drives automation demand, industrial market set for gradual recovery
Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered on data center construction continues to expand rapidly, standing out as one of the few high-growth areas. In contrast, industrial applications such as industrial PCs (IPCs), automation equipment, and machine tools have seen slower-than-expected recovery due to high inflation, rising geopolitical risks, and cautious corporate capital expenditures.
Wednesday 25 February 2026
Z.ai apology over GLM-5 rollout highlights operational risks for AI firms as valuation soars
Chinese AI startup Z.ai issued a rare public apology on February 21 after its new large model, GLM-5, rollout triggered user backlash over billing, throttling, and flaws in its upgrade mechanism, underscoring operational risks as large AI models rapidly advance.
Tuesday 24 February 2026
Amazon's AI sovereignty push sparks internal clash over Claude ban
Amazon has officially banned its internal engineering teams from using Anthropic's coding assistant, Claude Code, mandating a full shift to Amazon's self-developed AI system. This move reveals the cloud giant's deep strategic battle in the AI era.
Tuesday 24 February 2026
Huawei tops US$128bn in 2025 — but growth cools to 2%

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem.

Tuesday 24 February 2026
IBM opens AI GovTech Innovation Center in Lucknow, signals quantum and cloud investments in India
IBM on February 22 inaugurated an AI GovTech Innovation Center in Lucknow, India, as part of a broader push to position artificial intelligence (AI) as core infrastructure for public-sector modernization, while also outlining plans to expand investments in quantum computing, cloud, and semiconductor design in the country.
Tuesday 24 February 2026
Spring Festival Gala propels Unitree and three humanoid robot startups toward IPO spotlight

China Central Television's 2026 Spring Festival Gala became a showcase for humanoid robots. Unlike last year's polarizing yangko performance, this year's high-difficulty routines drew broad approval. Four humanoid robot companies appeared in rotation, as the national platform would likely boost their capital market appeal.

Tuesday 24 February 2026
Generative AI forces rethink of SaaS pricing and product design, Appier says
Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier CEO and co-founder Chih-han Yu said. He argued that the greatest impact falls on non-native AI SaaS providers.
Tuesday 24 February 2026
Billions in cash, trillions in tokens: China's AI model showdown
Around the 2026 Lunar New Year, China's large model market entered its most concentrated launch cycle to date. Z.ai, MiniMax, Alibaba, and ByteDance released or upgraded models across reasoning, image generation, and video generation.
Tuesday 24 February 2026
Honor to debut first humanoid robot and robot phone at MWC Barcelona
Honor Device will unveil its first humanoid robot at MWC Barcelona this week, marking the Chinese smartphone maker's formal entry into a fast-emerging sector attracting intense interest across the country's technology industry, according to Bloomberg, Guancha, and MyDrivers.
Tuesday 24 February 2026
AI-driven code automation jolts IBM and signals shift in enterprise technology leadership
IBM's sharp selloff underscores how artificial intelligence (AI) is beginning to challenge long-standing technology moats in enterprise computing, raising broader questions about who controls modernization budgets and the future architecture of corporate IT systems.
Tuesday 24 February 2026
Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly extracting knowledge from its Claude chatbot to enhance their own models. The claims highlight intensifying competition in the global AI race and growing concerns over intellectual property (IP) protection, data security, and national security risks.

Tuesday 24 February 2026
Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders
Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product performance tiers. Analysts suggest that Samsung Electronics may exclusively supply the sixth-generation HBM4 used in the highest-end products.
Tuesday 24 February 2026
Gemini 3.1 Pro raises the bar; when will DeepSeek respond?
After the Lunar New Year holidays, the global AI large model race accelerated again. Google DeepMind released Gemini 3.1 Pro, its new flagship model, posting record results across multiple advanced benchmarks. Shunyu Yao, a Tsinghua University alumnus, participated in the development, drawing attention within the AI community.
Tuesday 24 February 2026
OpenAI expands enterprise AI push with Frontier Alliances to scale agent deployment
On February 23, OpenAI unveiled a new set of multi-year partnerships with global consulting firms aimed at helping enterprises deploy AI agents at scale, arguing that organizational design — not model intelligence — is now the primary bottleneck to capturing business value from artificial intelligence.
Monday 23 February 2026
SenseTime's risks run deeper than consensus forecasts

SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still be underestimating the strain on its balance sheet and exposure to external restrictions, despite two fundraising rounds in 2024.

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
Jensen 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.