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Thursday 29 January 2026
Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck
Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered...
Thursday 29 January 2026
Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

Thursday 29 January 2026
Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
Thursday 29 January 2026
Meta targets 2026 for massive AI infra push following solid earnings
Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...
Wednesday 28 January 2026
Corning signs up to US$6 billion supply agreement with Meta for US data center expansion
Corning and Meta Platforms have agreed to a multiyear deal valued at up to US$6 billion to supply optical fiber, cable, and connectivity solutions for Meta's US data center expansion...
Tuesday 27 January 2026
Nvidia launches open models to speed weather forecasting

Nvidia, on January 26, unveiled a new family of open-source AI models aimed at making weather forecasting faster and less expensive as...

Tuesday 27 January 2026
Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?
OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...
Tuesday 27 January 2026
Amazon: AI applications are already pervasive in 2026
Amazon has published its "2026 Global Consumer Trends Report," revealing significant shifts in consumer demand across the US, Europe, and Japan. The report identifies artificial intelligence...
Friday 23 January 2026
TikTok US joint venture formally established to comply with regulatory requirements
TikTok USDS Joint Venture LLC has been officially established to meet the requirements of the Executive Order signed by US President Donald Trump on September 25, 2025. The move aims...
Friday 23 January 2026
Palo Alto Networks urges fighting AI threats with AI in 2026
James Yu, Palo Alto Networks' country manager in Taiwan, stated that while 2025 was predicted as the "disruptive year" for AI, 2026 will fundamentally reshape enterprise operations...
Thursday 22 January 2026
OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows
OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow's corporate workflows, enhancing capabilities in...
Thursday 22 January 2026
AI PC battle heats up as Nvidia and MediaTek join forces
Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However,...
Thursday 22 January 2026
Why Apple turns to Google's Gemini, sidelining OpenAI

Apple and Google have entered into a multi-year strategic agreement under which Apple's next-generation foundation models will be built...

Wednesday 21 January 2026
Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion
Huawei plans a sweeping expansion of its presence in China's smart car industry in 2026, betting that advanced driver-assistance software, in-car operating systems, and digital chassis...
Wednesday 21 January 2026
China's premier highlights AI large models in strategic development talks
On January 19, 2026. China's Premier Li Qiang hosted a forum including MiniMax founder Yan Junjie, marking increased recognition of AI large model enterprises in national policy. This...