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Wednesday 4 November 2026
Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test
Alphabet, Meta Platforms, Microsoft, Amazon, and Oracle have disclosed more than US$3 trillion in future commitments for leases, equipment purchases, energy, and construction as the...
Wednesday 4 November 2026
MediaTek targets global AI leadership as Nvidia invests US$3.5 billion
MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips...
Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Thursday 29 October 2026
Google's cloud expansion strengthens AI business but strains cash generation
Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not...
Tuesday 6 October 2026
TSMC tops global FDI ranking as AI infrastructure redraws overseas investment
The direction of global corporate investment in physical assets is becoming clearer. According to the fDi Report 2026 and an analysis by Visual Capitalist, announced greenfield...
Tuesday 25 August 2026
Nvidia memory demand widens the gap between SK Hynix and Samsung

Nvidia's AI memory orders helped drive a sharp split between SK Hynix and Samsung Electronics in the first half of 2026. According to...

Friday 21 August 2026
Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth
Major global cloud service providers (CSPs) continue to scale up investments in AI infrastructure. According to the latest DIGITIMES research report, combined capital expenditures...
Wednesday 19 August 2026
Tech giants' AI commitments reach US$3 trillion beyond balance sheets
Alphabet, Meta, Amazon, Microsoft and other major technology companies have accumulated as much as US$3 trillion in off-balance-sheet commitments tied to AI infrastructure, according...
Thursday 13 August 2026
Alphabet's DeepMind shake-up caps months of AI stumbles
Alphabet's decision to shift day-to-day control of Google DeepMind from Demis Hassabis to his deputy, Koray Kavukcuoglu, was not sudden—it capped a difficult year in which Google...
Thursday 6 August 2026
Google loses Jeff Dean, sidelines Hassabis from operations in biggest AI shake-up since 2023
Google is restructuring the leadership of its AI division at a moment when the company can least afford instability at the top of its research organization, with chief scientist Jeff...
Sunday 26 July 2026
Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion
Alphabet disclosed in its latest quarterly filing that its purchase commitments and other contractual obligations had climbed to US$811 billion as of the end of June, underscoring...
Friday 24 July 2026
Google raises capex outlook as compute demand stays tight, boosting Foxconn
Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
Thursday 23 July 2026
Google bets bigger on AI infrastructure as demand signals grow stronger across the board
Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...
Thursday 23 July 2026
Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity
Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...
Friday 17 July 2026
EU orders Google to open Android AI features, share Search data with rivals under DMA

The European Commission has issued binding measures requiring Alphabet's Google to open key Android features to competing AI assistants...