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Tuesday 1 September 2026
Anthropic's rumored US$35 billion Lambda deal shows how far Nvidia will go to bankroll its own customers
Anthropic has reportedly signed a cloud-computing contract worth US$35 billion with Lambda, an Nvidia-backed cloud provider, under which Nvidia itself holds the data center lease,...
Tuesday 1 September 2026
Nvidia and MediaTek link AI technologies in bid to accelerate custom data center chip adoption
Nvidia and MediaTek are widening a global AI partnership that could reshape data center, edge, and PC hardware markets. MediaTek's US$3.9 billion overseas convertible bond sale, largely...
Monday 31 August 2026
Nvidia takes US$3.5 billion of MediaTek's record US$3.9 billion convertible bond
MediaTek has completed pricing on US$3.9 billion of overseas convertible bonds, more than NT$120 billion and what the company says is the largest overseas CB ever issued in Taiwan's...
Sunday 30 August 2026
Nvidia's US$36 billion cloud commitments expose the limits of vertical influence
As society ushers in the agentic AI era, the AI infrastructure space is simultaneously undergoing intense competition that increasingly tests the limits of technology, as industry...
Friday 28 August 2026
Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
Thursday 27 August 2026
Nvidia's second quarter shows demand intact and the cash cycle stretching
Growth has stopped being the interesting question at Nvidia. Revenue for the quarter ended July 26, 2026 was US$96.2 billion, up 106% from a year earlier, and Data Center accounted...
Thursday 27 August 2026
Nvidia says AI labs it is helping to finance will be about a quarter of next year's business
Nvidia has put a figure on its exposure to the AI labs it helps fund. On its second-quarter earnings call, chief financial officer Colette Kress said the company expects "demand from...
Wednesday 26 August 2026
China's EV giants redraw their boundaries as physical AI becomes its own business
The surprising convergence at the intersection of two fundamental applications of embodied AI — EVs and robotics — has given rise to an intensifying trend across both sectors...
Tuesday 25 August 2026
Broadcom's debt push signals AI compute is becoming Wall Street asset class
The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly...
Monday 24 August 2026
MediaTek, GUC, Alchip escalate funding war as global ASIC race demands deep capital
Custom Application-Specific Integrated Circuit (ASIC) chips backed by hyperscalers are set for a mass-production boom starting late 2026, with next-generation projects already in full...
Friday 21 August 2026
Broadcom reportedly eyes up to US$100B debt financing to expand AI chip push
Broadcom is in talks with asset managers to raise more than US$60 billion in debt financing, with the potential package reaching as much as US$100 billion, as the chipmaker moves to...
Tuesday 18 August 2026
Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

Tuesday 18 August 2026
Nvidia vs Broadcom: Dueling AI financing bets, Contrasting risks

Nvidia has unveiled a US$500 billion artificial intelligence (AI) compute financing plan with six Wall Street giants—Goldman...

Friday 14 August 2026
Silicon Motion completes US$1.15 billion zero-coupon bond offering
Silicon Motion Technology has completed a US$1.15 billion convertible bond sale, giving it fresh capital to support growth and debt repayment. For global investors and chip buyers,...
Friday 14 August 2026
Taiwan tech dividend expansion to accelerate non-tech industry upgrades
Taiwan is seeking to sign an agreement with the US to avoid double taxation, seen as the last major hurdle to unlocking Taiwanese investment in the US. Taiwan's technology dividend...