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Thursday 21 May 2026

Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The Wall Street Journal, Anthropic expects its revenue to surge by 130% to hit US$10.9 billion for the quarter ending in June, up from the US$4.8 billion in revenue generated during the first quarter of 2026. This trajectory is projected to yield an inaugural quarterly operating profit of approximately US$559 million.

Thursday 21 May 2026

Moonshot AI abandons offshore structure to pursue landmark Hong Kong IPO

Moonshot AI, the Beijing-based generative AI unicorn behind the widely popular Kimi chatbot, has informed its shareholders that it intends to dismantle its offshore corporate framework to clear a regulatory path for an initial public offering (IPO), likely in Hong Kong.

Wednesday 20 May 2026

SpaceX to purchase Cursor one month after potentially record-breaking IPO

SpaceX plans to follow through with its acquisition of Cursor, which provides AI coding tools, 30 days after the space company launches its IPO. The deal, worth US$60 billion, would shore up SpaceX's recently acquired xAI unit, whose Grok models are reportedly considered to be behind those of competitors Anthropic and OpenAI.

Wednesday 20 May 2026

Anthropic loosens Mythos secrecy rules for AI threat sharing

Anthropic has revised its confidentiality policy to allow partners testing its Claude Mythos model to share threat intelligence with other organisations facing similar cybersecurity vulnerabilities.

Wednesday 20 May 2026

Microsoft warns GitHub could be displaced as rivals gain ground with AI coding tools

Microsoft has warned internally that GitHub faces an existential risk as competing AI coding tools from Cursor, Anthropic's Claude Code, and OpenAI threaten to erode GitHub's Copilot advantage and potentially the repository model itself, according to reporting from The Information and The Verge. The concern centers on developers shifting to integrated IDEs and terminal-based assistants that reduce the need to upload code to GitHub.

Wednesday 20 May 2026

Google I/O 2026: Agents, multimodal models, and a sweeping search overhaul

At its I/O 2026 conference on May 19, Google unveiled an expansive suite of AI-powered products, models, and hardware aimed at advancing autonomous agents across consumer and enterprise applications. The announcements span frontier AI models, a search engine redesign, productivity tools, a real-time design platform, and wearable hardware — positioning Google to embed autonomous agents throughout users' digital ecosystems. Taken together, these launches signal a strategic shift: from AI tools that assist users to AI agents capable of independent action and decision-making.

Wednesday 20 May 2026

Google I/O 2026: Stitch shakes up AI design and dev workflows

Google's announcement of its Stitch AI design platform triggered immediate market reactions, raising substantial questions about the future of design professions, competitive dynamics in design software, and the pace of AI-driven workplace automation.

Tuesday 19 May 2026

Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand

Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware company has been working to establish itself as a go-to partner for traditional businesses looking to weave AI into their workloads.

Tuesday 19 May 2026

Baidu says AI is now the majority of its business

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.

Tuesday 19 May 2026

Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness

Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization. In contrast, others warned that profitability remains under pressure from rising investment and lower-margin AI businesses.

Tuesday 19 May 2026

CyCraft expands Japan push with NTT and Future for AI-managed security services

CyCraft announced an expansion of its Japan strategy at its CyCraft Day Japan partner summit, teaming with local cybersecurity providers, including NTT Security and Future Secure Wave, to offer AI-managed security services amid rising geopolitical risks and supply chain attacks. The vendor said more than 20 Japanese cybersecurity service providers and 70 representatives from industry, government, and academia attended the event, where CyCraft outlined a shift from channel sales to local value creation in Japan.

Tuesday 19 May 2026

Google teases Gemini Robotics push one day before Google I/O

Kristin White, transportation industry executive and field strategist at Google, delivered a keynote at the 5th Mobis Mobility Day in Sunnyvale that outlined the company's vision for a new era of physically capable AI — one that moves beyond generating ideas to taking action in the real world.

Tuesday 19 May 2026

Humanoid race will produce only one or two winners, Plug and Play CEO predicts

The humanoid robotics industry is heading for a brutal shakeout. Despite more than 100 startups currently active across the US, Europe, and China, Saeed Amidi, founder and CEO of Plug and Play, predicts that only "one or two will become the next Hyundai or the next Hyundai Mobis" — the rest will fall away.

Monday 18 May 2026

Tencent re-enters India gaming market with ecosystem push as regulatory thaw takes hold

Tencent is back in India. The company has forged new partnerships with the Services Export Promotion Council (SEPC) and the Game Developer Association of India (GDAI), committing over INR100 million (about US$1.04 million) to programs focused on talent development, curriculum support, and industry incubation. The agreements, signed as three-year memorandums of understanding, mark one of Tencent's most structured returns to India's gaming ecosystem — following years of uncertainty after India's 2020 crackdown on Chinese-linked digital platforms, according to reports from The Economic Times, The Financial Express, and The Hindu.

Monday 18 May 2026

Palo Alto Networks integrates CyberArk, Koi and Portkey and launches Idira to bolster AI and identity security

Palo Alto Networks said it completed the acquisition of CyberArk in February 2026 and began integrating CyberArk's privileged access management capabilities into its Cortex and Strata platforms to strengthen identity verification for AI agents. The firm also closed its acquisition of Israeli cybersecurity startup Koi in April 2026 to improve oversight and protection for autonomous AI agents, and integrated Portkey's enterprise autonomous AI agent security and governance functions into its Prisma AIRS platform.

Friday 15 May 2026

TTI targets global ADC market with upstream next-gen linker and payload platforms

Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the global antibody-drug conjugate (ADC) race with a proprietary technology platform aimed at overcoming long-standing barriers in targeted cancer therapies. Ahead of its listing on the Taipei Exchange's Emerging Stock Board on May 20, the company says its integrated linker and payload technologies could help international drugmakers develop safer, more effective, and commercially scalable ADC treatments.

Friday 15 May 2026

Analysis: Mythos sparks access fight as AI models become strategic assets

Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications for global users and policymakers. It signals that leading AI systems are now being treated as strategic assets, reshaping who can compete, defend, and innovate worldwide.

Thursday 14 May 2026

Memory supply crunch pushes Phison to historic earnings

Phison Electronics posted record earnings in April as the artificial intelligence boom and tightening NAND flash supply drove memory prices sharply higher, underscoring the growing influence of AI demand across the semiconductor storage industry.

Thursday 14 May 2026

AI chip boom drives record growth for Taiwan testing firm MPI

With surging demand for artificial intelligence, high-performance computing, and custom AI chips, MPI Corporation said strong momentum in semiconductor testing equipment and testing interface products drove another record quarter, underscoring the rapid expansion of AI-related chip validation demand across the industry.

Thursday 14 May 2026

Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact

Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward a "smart system," but in China, local AI ecosystems leave little room for Gemini Intelligence to gain traction.

Thursday 14 May 2026

Appier posts record 1Q26 revenue and profit, lifts 2Q26 outlook

Appier, an AI-native Agentic AI-as-a-Service company, reported on May 13 that first-quarter 2026 revenue and profit reached record highs and that it expects second-quarter 2026 results to exceed prior guidance as scaled Agentic AI deployments expand operating leverage. The firm said the strong start to the year was driven by go-to-market execution across key verticals and broader adoption of Agentic AI, which it said laid a firmer foundation for profitability.

Thursday 14 May 2026

Tencent eyes Chinese ASIC ramp in 2H26

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI products" while continuing to integrate machine learning across existing business lines.

Thursday 14 May 2026

US court cleared Apple to seek documents from Samsung's Korea HQ in DOJ antitrust case

A US federal court in New Jersey granted Apple the right to pursue internal records from Samsung Electronics' South Korea headquarters as part of Apple's response to the Department of Justice antitrust lawsuit, according to South Korean outlets Ddaily and Digital Today. The court approved Apple's Hague Evidence Convention request in April 2026, determining there was good cause and rejecting the DOJ's contention that Apple had begun discovery nine months late.

Thursday 14 May 2026

Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers

Foxconn confirmed a ransomware intrusion at its Wisconsin plant in the US, and said the affected facility continued operating normally after the incident. The attack renewed scrutiny of cybersecurity practices across Taiwan's tech manufacturing sector, where executives said rapid advances in AI servers, semiconductors, and space systems have heightened the strategic importance of Taiwan's role as a supply chain hub.

Wednesday 13 May 2026

L&T Semiconductor Technologies signs multiyear agreement with Synopsys for AI-enabled power module design

L&T Semiconductor Technologies' multiyear agreement with Synopsys to use AI-enabled multiphysics simulation software could accelerate the development of power modules and intelligent power modules, potentially affecting global electric mobility, renewable energy, and industrial automation by improving design efficiency, reliability, and time-to-market for next-generation power electronics, and by enhancing supply-chain resilience.

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