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Wednesday 5 August 2026
From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence has emerged as the company's largest investment priority, absorbing most of its capital expenditure while rapidly developing into a new source of cloud infrastructure revenue.
Wednesday 5 August 2026
Open weight models excluded from US frontier model review
Open weight models made by US companies are reportedly exempt from new guidelines by the US Trump administration overseeing the safety of new frontier models. The White House also currently has no plans to publicly release the framework of the review process, which is supposed to be voluntary.
Wednesday 5 August 2026
Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving sharp increases in DRAM and NAND prices while also tightening CPU supply, causing overall PC demand to weaken once again.
Wednesday 5 August 2026
Apple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies

Apple has asked a US federal judge to issue a preliminary injunction preventing OpenAI and two former Apple employees from accessing, using, or disclosing what the iPhone maker says are its confidential trade secrets, escalating a legal fight that could shape competition in the emerging AI hardware market.

Wednesday 5 August 2026
SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment in Starship continued to weigh on the company's core space business.
Wednesday 5 August 2026
Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International Semiconductor (VIS) said AI-driven demand is not a short-term trend but an irreversible structural growth, and expects the mature process market to remain in short supply through 2027.
Wednesday 5 August 2026
Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios, aimed squarely at the handful of frontier labs and hyperscalers who can commit to gigawatt-scale deployments. Nvidia, already dominant with those same customers, is restructuring its own disclosures and business model to capture the much larger, more fragmented tier of capital-constrained startups and neoclouds beneath them.
Wednesday 5 August 2026
Wistron sees AI demand widening as Taiwan ODMs gain pricing power

AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half of the year as new customers and products arrive. For global tech buyers, the shift signals tighter supply, firmer prices, and stronger leverage for a small group of server makers.

Wednesday 5 August 2026
SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's finances just seven weeks after its Nasdaq debut.
Wednesday 5 August 2026
AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing units (CPUs), according to the latest results released on August 4.
Wednesday 5 August 2026
Cloud AI chipmakers race to secure capacity with long-term deals
Cloud AI chip demand remains exceptionally hot, forcing chipmakers to put advanced-node capacity at the top of their agenda. IC design firms say technical strength and cost are no longer enough; the ability to secure stable, sufficient capacity has become a key factor in supplier selection.
Wednesday 5 August 2026
US dominates world's largest AI data centers as China places three in global top 60
The global race to build AI data centers is accelerating. According to Epoch AI's latest AI Data Centers report, more than 60 hyperscale AI data centers have either entered operation or are under construction worldwide as of July 2026. Collectively, they represent computing capacity equivalent to approximately 12 million Nvidia H100 GPUs, accounting for roughly 27% of the world's deployed AI compute.
Wednesday 5 August 2026
Roborock breaks free from Xiaomi to lead robot vacuums

Roborock Technology, which started out in Xiaomi's ecosystem, has staged a comeback to become the global leader in robot vacuums. After launching its own brand in 2017, the company has spent nine years shedding the label of a Xiaomi contract manufacturer, and now holds a 27% global market share, far ahead of Xiaomi's 8.3%.

Wednesday 5 August 2026
China robot capital surges past US in global VC boom

Global venture capital has rebounded on the AI boom after the pandemic freeze, with total investment in the first half of 2026 already topping full-year 2025. But the recovery is coming with a warning sign: capital is becoming highly concentrated in AI, while China is pouring money into robotics and drawing scrutiny from the US.

Wednesday 5 August 2026
From chip to grid: OCP CEO George Tchaparian on redefining data center architecture for the AI era
Ahead of the OCP APAC Summit in Taipei, George Tchaparian says co-packaged optics (CPO) gives Taiwan an opportunity to turn its manufacturing and packaging expertise into global standards leadership. He also warns that proprietary management interfaces are delaying AI infrastructure deployment and leaving a meaningful share of large GPU fleets in a degraded state.
Tuesday 4 August 2026
China claims 8 in 10 robots worldwide are made at home

China's National Development and Reform Commission (NDRC) said humanoid robots have become a key symbol of the country's emerging manufacturing sector, claiming that 8 of every 10 humanoid and quadruped robots sold globally are produced by Chinese companies. The remarks came at a July 31 press briefing and also highlighted progress in IC design, semiconductor equipment, wafer fabrication, and packaging and testing.

Tuesday 4 August 2026
Taiwan classifies semiconductors, AI as high-energy industries, launches decarbonization project

Taiwan's government has recently begun classifying the semiconductor and AI industries as high-energy consumption industries in recent documents. This marks a notable development, as the manufacturing sector in general moves toward improving energy efficiency and eliminating toxic materials and waste products in pursuit of more eco-friendly measures to lessen the impact of climate change.

Tuesday 4 August 2026
Wistron backs Taiwan's sovereign AI effort with 2.4 million computing hours

Wistron will provide 2.4 million hours of AI computing capacity in 2026 and support Taiwan's first open-source language model for three years as it steps up efforts to strengthen Taiwan's sovereign AI capabilities.

Tuesday 4 August 2026
Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the discussion centered on its accelerating AI data center business, capacity utilization, and how the company is managing rising input costs.

Tuesday 4 August 2026
Intel China adds day 0 support for MiniMax H3 after DeepSeek

Intel China has completed day-0 adaptation for MiniMax H3, the latest multimodal generative model from Chinese AI startup MiniMax, following its earlier support for the DeepSeek model family. The move underscores Intel's push to capture local AI deployment opportunities in China's growing open-source model ecosystem.

Tuesday 4 August 2026
Alibaba unveils biggest Qwen model as DeepSeek deepens China's AI price war
Alibaba Group unveiled Qwen3.8-Max on August 3, calling it its largest and most capable artificial intelligence (AI) model to date, as DeepSeek's low-cost V4-Flash intensified competition over the price of running advanced AI systems.
Tuesday 4 August 2026
AI's payback math: how long can servers last?

Amazon's second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence and cloud infrastructure pushed the company's trailing 12-month free cash flow into negative territory for the first time since 2023.

Tuesday 4 August 2026
MediaTek sees SerDes 448G as copper's final battleground
The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time in its 2026 second-quarter earnings call, saying its work on the more advanced SerDes 448G specification is roughly halfway complete.
Tuesday 4 August 2026
White House finalizes voluntary AI testing framework, keeps details under wraps

The White House said on August 3 it had finalized a voluntary framework for evaluating advanced AI models, but has not disclosed the document, the testing metrics or when companies will begin using it.

Tuesday 4 August 2026
Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy
Palantir Technologies raised its full-year revenue and profitability forecasts after reporting a sharp acceleration in commercial demand, particularly in the US, underscoring the growing role of AI deployment and data sovereignty in enterprise software spending. The company's results also highlight a widening geographic divide: US sales are expanding rapidly, while procurement complexity, data-sovereignty concerns, and resistance to US technology providers constrain international growth.