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Wednesday 7 October 2026
DeepSeek reportedly set to raise more than US$12B ahead of potential IPO
Chinese AI startup DeepSeek is poised to raise more than CNY80 billion (approx. US$11.9 billion) in its latest funding round, as it builds capital ahead of a potential domestic initial...
Wednesday 7 October 2026
India nears 2GW of data center capacity, but its racks were built for a pre-AI power load
India is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's...
Wednesday 7 October 2026
Huawei's NPO bet challenges CPO's path to AI scale
Huawei is backing near-packaged optics (NPO) rather than co-packaged optics (CPO) for its next-generation AI infrastructure, arguing that NPO offers a better balance of cost, manufacturability,...
Wednesday 7 October 2026
AI data center expansion is hitting new limits on power, land, and public consent
The global race to build data centers for artificial intelligence is entering a more difficult phase. Demand for computing capacity remains strong, but new projects increasingly face...
Wednesday 7 October 2026
Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Wednesday 7 October 2026
Beyond AI: Starcloud tests whether orbital compute can stay busy enough to pay
The excitement around massive orbital infrastructure mainly stems from its tremendous potential in offering compute nodes powered by near-continuous solar energy beyond the spatial...
Wednesday 7 October 2026
Nokia, ICEYE turn Europe's satellite autonomy push into an ownership model
Europe's push for sovereign satellite connectivity is moving beyond simply securing access to bandwidth, as Nokia and ICEYE prepare a new low Earth orbit (LEO) system that would let...
Wednesday 7 October 2026
Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap

Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from...

Wednesday 7 October 2026
Smaller batteries, smarter roads: Honda tests different EV cost model
The complexity of vehicle economics surrounding surging battery costs has long put the EV industry in a difficult position, caught between power-delivery constraints and energy-efficiency...
Wednesday 7 October 2026
Chunghwa Telecom's Simplified Modular Data Center delivers fast turnkey deployment

As AI applications gradually expand from the cloud to enterprise private clouds, smart factories, logistics centers, and edge nodes, enterprise compute density continues...

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 6 October 2026
AM Intelligence expands India AI infrastructure push with 20,000 more Nvidia Rubin GPUs
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access...
Tuesday 6 October 2026
Behind the US$4.2 trillion revenue gap in AI infrastructure
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute...
Tuesday 6 October 2026
Marvell sees custom chips as a must for CSPs
Nvidia CEO Jensen Huang has said Marvell's optical technology could help make it the next trillion-dollar company, and Marvell took a step toward that goal on September 17 by expanding...