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Wednesday 29 July 2026
Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced Blackwell GPUs despite US export restrictions intended to keep such chips out of China, according to The Information. The report says K4 would be significantly larger than the recently launched Kimi K3, underscoring the growing computing demands of China's leading AI developers.

Wednesday 29 July 2026
Moonshot AI's Kimi K3 secures Day 0 support from Alibaba Cloud, Huawei Ascend

China's two major AI computing ecosystems moved quickly to support Kimi K3 after Moonshot AI released the large language model as open source.

Wednesday 29 July 2026
AI researchers urge international safeguards as industry pushes for mechanisms to slow frontier AI
More than 1,100 employees and executives from leading artificial intelligence companies have called for an international framework that could deliberately slow frontier AI development if risks outpace human oversight, highlighting a growing shift from voluntary safety commitments toward formal governance as increasingly capable AI systems raise cybersecurity and control concerns.
Wednesday 29 July 2026
TDK and LG Innotek form partnership on physical AI sensors
TDK and LG Innotek are joining forces to develop sensors for Physical AI, a move that could shape future robotics and automation products used worldwide. The collaboration combines optical, tactile, and motion technologies, with an early focus on humanoid robots and advanced sensing modules for broader global deployment.
Wednesday 29 July 2026
AI shift to inference boosts CPU server demand across the supply chain
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals a broader buildout in data centers, with implications for cloud costs, server makers, chip suppliers, and enterprise AI deployment worldwide.
Wednesday 29 July 2026
In-depth: why China's 2026 tech breakthroughs look like a generational harvest

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of breakthroughs.

Wednesday 29 July 2026
OpenAI plans to test first hardware device in South Korea
OpenAI's CEO Sam Altman has said that the company may use South Korea as a testbed for its first hardware device, widely believed to be a screenless speaker. However, it remains to be seen whether an ongoing court case brought on by Apple could influence the product's timeline.
Wednesday 29 July 2026
From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor groups, Samsung Electronics and SK Group, is drawing attention to their expanding roles across the AI infrastructure stack.

Wednesday 29 July 2026
OpenAI expands Dublin hub with 250 jobs and larger office lease
OpenAI is expanding its European headquarters in Dublin, adding 250 jobs and leasing 8,000 square metres of office space as it scales operations across Europe. The move came as the company said demand from users, customers, and developers in the region continued to grow.
Wednesday 29 July 2026
Core Scientific and AMD joing forces to boost AI infrastructure

Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial intelligence technologies. Under the agreement, AMD will gain access to more than 500 MW of US data center capacity starting in 2027, with the potential to scale up to 2.5 GW.

Wednesday 29 July 2026
AI, memory clients lock in long-term orders for Leading Technology
Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply deals that tie up Ajinomoto Build-Up Film (ABF) and bismaleimide triazine (BT) substrate capacity through 2028.
Wednesday 29 July 2026
China rejects US AI model theft claims, says American firms distill Chinese models too
China's Ministry of Commerce has rejected US allegations that Chinese artificial intelligence companies used model distillation to acquire capabilities from advanced US AI models, after American officials said they were considering investigations and possible sanctions over the alleged theft of US intellectual property.
Wednesday 29 July 2026
EU leaders prepare first dedicated AI summit as tech sovereignty gains urgency

The European Union is preparing to hold its first dedicated leaders' summit discussion on artificial intelligence before year-end, according to Politico. European Council President António Costa is planning to reserve one day at one of three meetings on Oct. 15, Nov. 13 or Dec. 17 for the agenda item, marking a rare standalone debate on digital technology at the bloc's highest political level.

Wednesday 29 July 2026
PwC says AI, scale are driving a new global M&A phase
PwC said on July 27 that global mergers and acquisitions are entering a new phase shaped by artificial intelligence, larger transactions, and capital reallocation. The firm expects global M&A deal value to reach US$4 trillion in 2026, up about 13% from the previous year, as money continues to move toward companies with scale advantages.
Wednesday 29 July 2026
SK Telecom bets on AI infrastructure to regain core status in SK Group
SK Telecom is moving to reposition itself as an AI infrastructure platform as it tries to recover its standing inside SK Group. The South Korean carrier's shift comes as domestic telecom growth slows, new ventures have underperformed, and security incidents have weakened its momentum.
Wednesday 29 July 2026
South Korea and AMD sign AI semiconductor pacts to build heterogeneous computing base
South Korea has signed two memorandums of understanding with Advanced Micro Devices (AMD) to strengthen its AI semiconductor ecosystem and accelerate heterogeneous computing infrastructure. The agreements, announced after meetings between South Korean science and ICT officials and AMD leadership, are aimed at supporting the country's push to build a national AI power base.
Tuesday 28 July 2026
Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme
A senior sales manager allegedly helped route GB300-equipped servers through Japan and Hong Kong over three years, in a scheme prosecutors value at up to $300 million
Tuesday 28 July 2026
Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform
Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving SSI access to Nvidia's next-generation Vera Rubin systems and expanding its computing capacity by an order of magnitude.
Tuesday 28 July 2026
LG wins Nvidia certification for 600kW CDU and lands North America data center project
LG Electronics said on July 27 that its 600kW coolant distribution unit has received Nvidia certification after passing more than 100 standardized AI factory technology validations. The company also said it recently secured cooling projects for a North America hyperscale cloud service provider and the Sinar Mas data center in Jakarta, Indonesia.
Tuesday 28 July 2026
Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for future operations, repay bank loans, and enhance its financial structure, the company launched a cash capital increase and issued its second domestic unsecured convertible bonds in 2026.

Tuesday 28 July 2026
Smart glasses ignite AI device battle as China nears 80% global brand share
Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained by bulky designs and limited use cases, smart glasses are now drawing investment from global tech giants and hardware startups alike, while also redrawing the supply chain.
Tuesday 28 July 2026
Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He made the remarks at a recent AI summit in San Francisco, where he also disclosed that South Korea's three new investment plans in semiconductor expansion, AI data centers and physical AI would total more than US$3 trillion.

Tuesday 28 July 2026
Anthropic CEO denies seeking open-weights ban, outlines national security priorities

Anthropic CEO Dario Amodei pushed back Monday against accusations that his company has lobbied to ban open-weights AI models, clarifying the firm's position amid a heated industry debate over proposed US restrictions on Chinese AI.

Tuesday 28 July 2026
Robot boom heats up as Taiwan chipmakers race to catch up
Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use cases is clearly becoming a major strategic focus, in contrast to the narrower gatekeeping of cloud AI.
Tuesday 28 July 2026
Nvidia leads new Open Secure AI Alliance to build shared cybersecurity defenses

More than 40 technology companies launched the Open Secure AI Alliance on Sunday, a new initiative to develop open-source tools and techniques for AI-powered cybersecurity defense, while pushing back against calls to restrict access to open AI models.