The 2026 World Robot Conference (WRC 2026) has concluded in Beijing. While the commercial prospects of humanoid robots remain a subject of debate, they once again took center stage...

For the first time in this cycle, Nvidia has told investors where its gross margin will bottom out and how far short of demand its supply will fall - two admissions that shift the...

Growth has stopped being the interesting question at Nvidia. Revenue for the quarter ended July 26, 2026 was US$96.2 billion, up 106% from a year earlier, and Data Center accounted...

Nvidia has put a figure on its exposure to the AI labs it helps fund. On its second-quarter earnings call, chief financial officer Colette Kress said the company expects "demand from...

The sharpest question on Nvidia's second-quarter call came a Bank of America analyst, who noted that OpenAI and Anthropic - both major beneficiaries of Nvidia's ecosystem investment...

Nvidia has guided a full year in advance for the first time, and the number it chose is not a demand forecast. Chief financial officer Colette Kress told the company's second-quarter...

Morgan Stanley said TSMC's advanced packaging allocation is expected to shift in 2027, as processor demand tied to agentic AI lifts AMD's CoWoS usage and reduces Nvidia's share. The...

The 2026 Global Automotive and Technology Expo (GATE 2026) will take place August 26-28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur, as Southeast...

Foxconn is accelerating the geographic diversification of its global manufacturing capacity as AI server demand surges and supply-chain regionalization continues, with 2026 capex expected...

The Global Automotive and Technology Expo 2026 (GATE 2026) officially opened on August 26, spotlighting efforts to deepen Malaysia's local supply chain, accelerate technology adoption...

The Global Automotive and Technology Expo 2026 (GATE 2026) officially opened on August 26, spotlighting efforts to deepen Malaysia's local supply chain, accelerate technology adoption...

India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia...

Deloitte Taiwan said global companies are rushing to discuss physical AI, but only a small share have embedded it into day-to-day operations, highlighting a widening gap between ambition...

A key figure responsible for OpenAI's data center plans left the company last week, the latest in a string of departures just as it invests heavily in its AI infrastructure build-out...