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Friday 6 November 2026
US governors diverge on data center pause policies after election wins
AI data centers (AIDCs) are shifting from state recruitment showcases to a highly sensitive issue in the 2026 midterm elections, as rising power demand, household electricity costs,...
Friday 6 November 2026
Naver's Nvidia-backed AI factory faces crucial test after US$9 billion deal
Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion. With OpenAI and Anthropic seen...
Friday 6 November 2026
Macronix chair warns AI will not brake, Taiwan Strait risks persist to 2027
Macronix (MXIC) chairman Miin Wu said AI development will not stop because of political party changes after the US midterm elections, with the key question being whether massive investments...
Friday 6 November 2026
Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion
UK-based AI computing infrastructure startup Nscale, backed by Nvidia, is planning a US$35 billion initial public offering (IPO) in 2026. However, Microsoft, one of its major customers,...
Friday 6 November 2026
Chunghwa Telecom targets 200,000 Google AI subscribers in consumer-facing AI expansion
Chunghwa Telecom is expanding its Google partnership by bringing the latest Google AI services to consumers, with the aim of achieving 200,000 subscribers in the first year, according...
Friday 6 November 2026
US midterm elections shake-up leaves Samsung, SK Hynix facing AI data center risks, CHIPS Act opportunities
The Democrats' sweeping victory in the November 2026 US midterm elections, securing control of both chambers of Congress, has prompted South Korean industries to reassess the implications...
Thursday 5 November 2026
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...
Thursday 5 November 2026
Naver Cloud ramps up use of AMD EPYC, citing high Intel CPU costs
South Korean cloud services provider Naver Cloud now runs AMD EPYC processors in about 35,000 servers and plans to deploy 144-core fifth-generation EPYC chips in its public cloud services...
Thursday 5 November 2026
US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips
Chinese AI developers are losing a key route to advanced US chips, renting them in data centers outside China, as Washington and US companies stretch American controls over compute...
Thursday 5 November 2026
Pegatron drives Scope 3 decarbonization through digital platforms, supplier engagement
Scope 3 emissions are emerging as a major test of corporate management capabilities, requiring companies to move beyond carbon accounting and translate data into measurable supply...
Thursday 5 November 2026
Taiwan digs deep: 2,049-meter geothermal well strikes 140°C in Taitung
Taiwan's deep geothermal sector is reporting fresh progress after a 2,049-meter well that reached temperatures of 140 degrees Celsius was completed in a challenging metamorphic rock...
Thursday 5 November 2026
Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team
Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI,...
Thursday 5 November 2026
Corning starts optical connectivity output in western India, plans larger adjacent plant for 2027
Corning's move to begin making optical connectivity products in Pune and add a larger adjacent plant by 2027 shows the AI-driven surge in data center fiber demand, so far strongest...
Thursday 5 November 2026
Google commits US$15 billion to expand Malaysian data centers in 2027, 2028
Google's plan to invest US$15 billion in Malaysia over 2027 and 2028 deepens its bet on what AFP calls Southeast Asia's fastest-growing data center hub, and ties the expansion to commitments...
Thursday 5 November 2026
Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties
Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44...