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Monday 20 July 2026
Smart glasses race enters new phase as AI ecosystems eclipse hardware specs
The global smart glasses market is entering a decisive new stage in the second half of 2026, with competition expanding well beyond Meta's early dominance. Industry attention is rapidly...
Monday 20 July 2026
Meta, Anthropic in talks over potential US$10 billion compute deal

Meta Platforms is in early talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years,...

Wednesday 15 July 2026
EU carves out smart glasses and wearables from battery-removal rules, easing a barrier for Meta

The European Commission has exempted a swathe of connected consumer and industrial products from its rule requiring that portable batteries...

Tuesday 14 July 2026
Analysis: Why Meta's AI strategy sparked a market misread

Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as...

Monday 13 July 2026
Tencent seeks control of Manus after China blocks Meta's US$2 billion AI deal

Tencent is in talks to become the largest shareholder in Manus, leading a proposed buyback of the AI agent startup after Chinese regulators...

Monday 13 July 2026
Meta, MediaTek, TSMC push AI chips to challenge Google

Chip industry sources said Meta's cloud AI chip procurement could soon catch up with Google or Amazon AWS among the four major cloud...

Friday 10 July 2026
Meta bets on price to crack AI model market, testing whether frontier intelligence stays premium good
Meta Platforms' decision to start charging developers for its most advanced AI model is less a product launch than a wager on where the economics of artificial intelligence (AI) are...
Friday 10 July 2026
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
Wednesday 8 July 2026
Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
AI glasses are emerging as the next major access point for artificial intelligence, delivering a "see what you see, hear what you hear" experience through a familiar eyewear form factor...
Wednesday 8 July 2026
Meta enters AI visual race as ByteDance's Seedance reportedly reaches 90% gross margins

Meta has taken its first concrete step into generative visual media, entering a market that is filling rapidly with rivals —...

Monday 6 July 2026
Samsung Foundry eyes comeback after Tesla chip win
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips after securing a Tesla order, as the company looks to rebuild a contract chipmaking...
Monday 6 July 2026
Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third...

Monday 6 July 2026
Meta's AI cloud idea underscores a search for returns, not an AI retreat
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...
Friday 3 July 2026
Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026
Meta's reported cloud push fuels debate over AI chip demand

Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could...