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Tuesday 22 September 2026
Xiaomi open-sources MiMo-V2.6, publishes the bill for scaling reinforcement learning

Chinese labs have spent the year arguing that reinforcement learning, not pre-training, holds the next gains. Xiaomi has now put a price on that argument. The company released and open-sourced its MiMo-V2.6 series on September 22, after livestreaming the reinforcement learning post-training run that produced it — publishing step counts, token consumption, and a running cost meter on a public page as the models trained.

Tuesday 22 September 2026
Alibaba expands full-stack AI push as cloud data centers target 20 GW by 2032
Alibaba Group Holding Ltd. doubled down on its full-stack AI strategy at the 2026 Apsara Conference, which opened on Sept. 22 at the Hangzhou International Expo Center. Alibaba Group chairman Joe Tsai made a rare appearance at the opening ceremony and said AI is moving from frontier exploration toward real-world deployment and large-scale applications.
Tuesday 22 September 2026
Escalating risks, evolving safeguards: a chronological look at OpenAI's safety strategy

As artificial intelligence advances toward greater autonomy, balancing capabilities with safety has become a central challenge for industry leaders. Emerging model behaviors and high-profile security incidents have prompted a continuous evolution of safety initiatives, internal engineering adjustments, and proposed joint testing efforts between major AI developers.

Tuesday 22 September 2026
Googlebook opens preorders at US$899 for AI laptops

Google has opened preorders for the first Googlebook models, with prices starting at US$899, as it pushes Gemini AI deeper into the notebook experience and links phones, apps, and desktop workflows through a new operating system that blends Android and ChromeOS elements. The launch targets Android users, developers, and the premium notebook market.

Tuesday 22 September 2026
Meta's rumored Luna smart glasses may go camera-free for lighter design

Meta Connect 2026 is set to begin on September 23, with the next generation of AI smart glasses expected to be a key focus. Among the products drawing particular industry attention is a device internally code-named "Luna," which is reportedly being designed without a camera.

Tuesday 22 September 2026
Taiwan advances major science park expansion to support AI, semiconductor growth

Demand from high-tech companies for new research and manufacturing sites remains strong, prompting Taiwan to advance plans to expand Longtan Science Park by 104 hectares as the government seeks to accommodate continued growth in AI and semiconductor industries.

Tuesday 22 September 2026
Apple's reported AI server push could reshape its role in enterprise infrastructure

Apple is reportedly developing an enterprise AI inference server powered by its in-house M8 Ultra chips. This move could mark its return to the enterprise server market after more than a decade. If the project reaches market, it may also reshape Apple's infrastructure strategy, supplier relationships, and place in AI computing.

Tuesday 22 September 2026
Microsoft Taiwan to double data centers as AI computing demand exceeds supply

Microsoft is expanding its data center footprint in Taiwan from two facilities to four as global demand for artificial intelligence (AI) computing power continues to surge and industry players step up data center expansion. Microsoft Taiwan general manager Sean Pien said the new facilities will prioritize Taiwan customers.

Tuesday 22 September 2026
China puts AI computing into orbit with first integrated satellite launch
China has taken another step toward deploying artificial intelligence (AI) computing infrastructure in space after a commercial rocket launched nine satellites, including the country's first integrated "rocket-and-satellite" AI computing project.
Tuesday 22 September 2026
Nscale seeks New York listing as AI infrastructure demand tests investor appetite
British neocloud provider Nscale has filed to list on the New York Stock Exchange, seeking up to US$3 billion in a deal that could value the company at US$30 billion to US$35 billion. The offering will serve as a test of global investor appetite for AI infrastructure, data centers, and compute capacity.
Tuesday 22 September 2026
Tesla speeds up Optimus mass production with China supply chain visits
Tesla is reportedly making new progress toward mass production of its Optimus humanoid robots, with the company's robot team conducting intensive supplier audits across China's Yangtze River Delta last week. The visits covered Ningbo, Hangzhou, and Shanghai and included potential suppliers Tuopu Group, Sanhua Holding Group, and Joyson Electronics, all of which are existing Tesla automotive suppliers.
Tuesday 22 September 2026
Acer founder urges talent, trust, and innovation in AI era
As the global order is being reshaped and AI is rapidly transforming economic and governance systems, Acer founder and StanShih Foundation chairman Stan Shih said leadership competitiveness no longer depends on how much technology a company controls, but on what governance values it chooses.
Tuesday 22 September 2026
EZconn eyes 2027 high-core fiber ramp as shortages persist

EZconn said global fiber and optical cable supplies remain tight as AI data center demand overtakes demand from traditional telecom applications, pushing up raw material prices and boosting costs for optical passive components. The company expects the shortage to ease gradually from the second half of 2026 into 2027 as upstream suppliers add capacity, while it negotiates for larger allocations and longer-term supply contracts.

Tuesday 22 September 2026
AI inference demand surges as training slowdown talk fades
Calls to slow frontier AI model training have sparked debate across the AI semiconductor industry, but executives at the AI Infra Summit in Santa Clara, California, said the real buildout is aimed at AI inference, not training. The event, held from September 15 to 17, became a broad response to Anthropic CEO Dario Amodei's September 12 essay urging frontier AI labs to slow the pace of capability gains.
Monday 21 September 2026
Microsoft CEO expected at Trump-Xi dinner amid rising AI debate
Microsoft CEO Satya Nadella was expected to attend this week's White House state dinner for Chinese President Xi Jinping, joining top executives from Apple, OpenAI, Nvidia and Qualcomm, according to people familiar with the matter. The dinner comes as the Trump-Xi summit puts AI policy, trade and technology ties under heightened scrutiny.
Monday 21 September 2026
California orders AI safety audits and emergency shutdown planning
California Governor Gavin Newsom signed an executive order to speed third-party AI safety oversight and independent audits, as the state moved to tighten protections in the absence of federal regulation. The order, reported by CNBC and the California Governor's Office, aimed to strengthen California's AI rules and set a standard for the country.
Monday 21 September 2026
China's smart glasses boom: AI evolution, market shakeout, macro trends

China's smart glasses sector is experiencing explosive growth, driven by shifting consumer habits, rapid technological advancements, and strong policy backing. However, beneath the surface lies a fundamental divide: while lightweight AI and AR glasses are surging, the once-popular audio-only glasses market is shrinking.

Monday 21 September 2026
Microsoft AI chief says regulation is not a bad thing
Silicon Valley's AI safety debate is increasingly splitting into two camps; Microsoft AI chief Mustafa Suleyman says science and technology should serve humanity, that companies should not create things they cannot control, and that regulation should not automatically be seen as a bad thing.
Monday 21 September 2026
Trump announces 'AI Force' as safety concerns and China rivalry mount
US President Donald Trump has announced that he will launch a new unit dedicated to AI, called the "AI Force". This proclamation follows a surge of concern among US industry leaders and the public over safety. It also precedes talks between Chinese President Xi Jinping and Trump this week, where AI is expected to be on the agenda.
Monday 21 September 2026
Z.ai's ZCode crisis exposes AI coding's enterprise trust gap
Chinese AI developer Z.ai has open-sourced its ZCode coding tool and is preparing a zero-data-retention option for its Model-as-a-Service (MaaS) platform after ZCode was found packaging local code repositories and attempting to upload them to the cloud.
Monday 21 September 2026
Musk's Memphis move puts xAI at the center of his empire
Elon Musk is personally overseeing construction at xAI's Memphis data center, moving into an Airstream trailer beside the site as he takes a more hands-on role in the company's AI buildout. The move underscores how central Memphis has become to Musk's latest infrastructure push, while his renewed talk of a possible Tesla and SpaceX merger adds another layer of strategic uncertainty.
Monday 21 September 2026
Wiwynn chair says AI hardware is being reshaped by power, cooling, interconnect demands

AI computing is changing how global hardware is designed, built, and deployed, with implications that extend well beyond Taiwan's tech sector. At a September 19 event, Wiwynn chair Emily Hong said the industry now faces three central challenges: power, cooling, and high-speed interconnect, as demand for AI infrastructure rises worldwide.

Monday 21 September 2026
ByteDance's China AI chip push hits substrate shortage

China's fast-rising AI models are running into a compute supply bottleneck as demand for advanced packaging substrates surges, with ByteDance reportedly preparing to spend CNY100 billion (US$14.9 billion) a year on large-scale chip substrate purchases by 2030. Supply chain sources say the scramble for packaging substrate capacity is intensifying across Huawei HiSilicon, Hygon Information Technology, ByteDance, and major outsourced semiconductor assembly and test (OSAT) players, even as the industry races to expand output.

Monday 21 September 2026
Faraday Future says robotics, not EVs, must carry it to profitability

Faraday Future used its annual 919 launch event on September 19 to complete what it calls "Robot World 2.0," unveiling nine new embodied AI (EAI) devices and four industry productivity solutions, putting an all-new Futurist humanoid on sale, and pricing a Master Mini from US$9,990. The lineup spans humanoids, quadrupeds, and mobile manipulators in large, medium, and small sizes, which the company claims is the widest range of device forms of any US robotics company.

Monday 21 September 2026
Acer founder says slowing AI development will be hard, amid call for AI slowdown

Acer founder Stan Shih stated that slowing artificial intelligence (AI) growth is not easy, as semiconductor capacity is still insufficient to support the current pace of AI development. He added that Taiwan's tech manufacturers have always been known for their flexibility and speed, and they will only become stronger in the face of fluctuations in technology cycles.