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Thursday 29 October 2026
Amazon Leo wins FCC approval for Globalstar acquisition
The US Federal Communications Commission (FCC) has approved Amazon Leo’s approximately US$11.57 billion acquisition of Globalstar, giving Amazon access to about 25 MHz of mobile...
Thursday 29 October 2026
Anthropic's IPO filing highlights China AI rivalry as model distillation, chip export controls emerge as key risks
US AI startup Anthropic has formally filed for an initial public offering (IPO) with the US Securities and Exchange Commission (SEC), identifying competitive pressure from Chinese...
Thursday 29 October 2026
Satellite industry faces major shake-up as data connectivity set to capture 68% of service revenue by 2035
Global satellite service revenue is projected to grow 44% over the next decade, reaching US$145 billion by 2035, according to the 33rd edition of Novaspace's Satellite Connectivity...
Thursday 29 October 2026
Kentec sees strong AI data center orders despite financing concerns
Kentec, a subsidiary of Kenmec Group and an engineering integrator providing complete AI data center infrastructure solutions, continues to see strong order visibility for its containerized...
Wednesday 28 October 2026
Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals
Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor...
Wednesday 28 October 2026
SK Hynix's next bet goes beyond memory chips
SK Hynix is looking beyond its position as a leading supplier of high-bandwidth memory (HBM), using venture investments to gain a greater say in how next-generation AI infrastructure...
Wednesday 28 October 2026
Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows
Fujifilm will invest JPY10 billion (US$63.3 million) to increase its magnetic tape production capacity 5x by fiscal 2028, in response to rising demand for long-term data storage as...
Wednesday 28 October 2026
SK Hynix's next AI memory bet isn't HBM
SK Hynix is turning to high-bandwidth flash (HBF) to address growing memory bottlenecks in AI inference, as increasingly complex AI agents generate more data than can be economically...
Wednesday 28 October 2026
Seagate's pricing gains strengthen profitability as HAMR transition advances
Seagate Technology's latest results show how stronger storage pricing and higher-capacity drives are lifting profitability as cloud customers plan further infrastructure investment...
Wednesday 28 October 2026
NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027
NXP Semiconductors is heading into 2027 with management arguing that its growth now rests on several structural drivers rather than a cyclical rebound. On the company's October 27...
Wednesday 28 October 2026
Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge
Nvidia's newly unveiled DSX POD promises to accelerate AI data-center deployment from months to weeks, joining earlier modular offerings from Microsoft and Amazon Web Services (AWS)...
Wednesday 28 October 2026
Google prioritizes frontier AI as cloud capacity runs short
Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded...
Wednesday 28 October 2026
CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry
China's CXMT has reportedly declined Apple's inquiry about purchasing DRAM, prioritizing supply to domestic customers instead. As global memory supplies tighten and prices rise, the...
Wednesday 28 October 2026
Analysis: What happens if Claude demand cools before its compute bills do?
Anthropic's IPO filing presents a company growing quickly enough to justify one of the AI industry's most aggressive infrastructure buildouts. But buried in the prospectus is a less...
Tuesday 27 October 2026
Infineon and ASMedia team up on end-to-end USB 20Gbps setup for AI cameras
Infineon Technologies and ASMedia have announced a partnership to speed up the adoption of 20Gbps USB, driven by demand from machine-learning cameras and other physical AI devices...