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Thursday 4 June 2026
Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative
Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal 2026 earnings call on June 3, as it outlined progress with...
Thursday 4 June 2026
Meta expands AI push with Business Agent rollout as pricing speculation and enterprise competition intensify
Meta Platforms has unveiled its Meta Business Agent, an artificial intelligence tool designed to help businesses automate customer interactions and expand into what it describes as...
Monday 1 June 2026
Meta reportedly to expand AI hardware push with pendant, smart glasses roadmap
Meta is reportedly accelerating its push into AI-powered hardware with plans that include a wearable AI pendant, an expanded lineup of smart glasses, and a new enterprise-focused service,...
Monday 1 June 2026
South Korea's ETRI maps three-part plan to scale physical AI and robot sovereignty
South Korea's Electronics and Telecommunications Research Institute (ETRI) unveiled a medium- to long-term strategy to advance physical AI and robot intelligence at its 50th anniversary...
Monday 25 May 2026
Manus eyes US$1 billion buyback after Beijing blocks Meta deal
Chinese artificial intelligence (AI) startup Manus is reportedly evaluating a US$1 billion fundraising round to buy back control of the company from Meta Platforms, in response to...
Friday 22 May 2026
Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub
Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce...
Wednesday 20 May 2026
Google I/O 2026: Consumer hardware competition and smart glasses market entry
Google's announcement of Android XR smart glasses marks its direct entry into a fast-growing wearable AI market, signaling confidence in rapid consumer adoption and the category's...
Tuesday 19 May 2026
Google and Blackstone reportedly plan AI cloud venture to expand TPU business
Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure...
Wednesday 13 May 2026
Trump frames China summit around trade as US companies seek regulatory relief
US President announced aboard Air Force One that his meeting with China's president would center on bilateral trade, with economic and commercial topics set to dominate discussions...
Friday 8 May 2026
Analysis: Samsung's union fight exposes a fault line in semiconductor investment
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
Thursday 7 May 2026
Meta seeks to challenge Google, Amazon, and TikTok Shop with consumer AI agents
Meta is reportedly developing AI agents for consumer use, including an agentic shopping tool for Instagram and an OpenClaw-like agent known within the company as "Hatch". The efforts...
Wednesday 6 May 2026
AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Tuesday 5 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
The AI spending arms race just got more expensive — and more consequential.
Monday 4 May 2026
Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift
Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world...