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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...
Thursday 20 August 2026
Nvidia and AMD chase US open model lead as China shifts race
Hugging Face's latest summer 2026 open model report says Chinese labs have continued to lead in frontier open-model parameter scale since 2026, while the US center of competition has...
Thursday 20 August 2026
AI models show softer responses on authoritarian leaders, report finds
U.S.-based AI models were found to avoid direct criticism of authoritarian leaders more often than democratic ones, according to a July report from the Meta-funded Oversight Board...
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...
Wednesday 12 August 2026
Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

Chinese AI agent startup Manus is returning to independent operations, marking a concrete break from Meta months after Chinese regulators...

Tuesday 11 August 2026
Meta bets open, on-device model can win AI power struggle
Meta Platforms is trying to turn open-source AI into a strategic weapon rather than a side project. On August 10, the company released Muse Glimmer, a 30-billion-parameter open-weights...
Thursday 6 August 2026
Meta turns its engineers into trainers in coding race with Anthropic and OpenAI
Meta is trying to close the gap with Anthropic and OpenAI in AI coding by combining a public product launch with an unusually aggressive internal training campaign.
Friday 31 July 2026
US CSP leaders keep capex growth as AI monetization deepens
Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...
Thursday 30 July 2026
Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Meta Platforms' second-quarter results showed a widening gap between its fast-growing advertising business and the cost of building...

Thursday 30 July 2026
Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow
Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny...
Thursday 30 July 2026
Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth
Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...
Wednesday 29 July 2026
China's GenAI race shifts to open source ecosystems
The global GenAI race has remained intense, with major US players including Google, Meta, Microsoft, Amazon, and OpenAI investing heavily. But with Beijing-based startup Moonshot AI...
Wednesday 29 July 2026
OpenAI expands Dublin hub with 250 jobs and larger office lease
OpenAI is expanding its European headquarters in Dublin, adding 250 jobs and leasing 8,000 square metres of office space as it scales operations across Europe. The move came as the...
Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...