Hardware2026.05.06NVIDIA Secures $500M Strategic Stake in Corning to Scale AI Fiber-Optic Capacity 10x Amid Global GPU Expansion
Insights2026.05.06Redrawing the Economic Map: How AI and TSMC Drive Taiwan’s Strategic Pivot Toward the US
Hardware2026.05.06Lumentum Achieves Record Q3 Revenue Driven by AI Infrastructure Optical Component Demand
Markets2026.05.05Meta Secures Unprecedented $13bn Financing for Single-Site AI Data Center in El Paso
Hardware2026.05.05DDR6 Development Fast-Tracked: AI Infrastructure Demands Outpace Formal Standardization
Hardware2026.05.04The Physics of Speed: 1.6T Optical Transition and the Critical Indium Phosphide (InP) Bottleneck
Markets2026.05.04India's Tech Leap: From Startup Innovation to Multi-Billion Dollar AI and OSAT Infrastructure
Insights2026.05.03SoftBank Targets Green AI Infrastructure via Lithium-Free and Cobalt-Free Battery Innovation
AI2026.05.03CSP Capex Trajectory Towards $700B: Navigating AI Infrastructure Race and ASIC Uncertainty
AI2026.05.02Meta to Cut 8,000 Jobs as Zuckerberg Pivots Toward Massive $140B AI Infrastructure Spend in 2026
Markets2026.05.01Unisplendour and H3C Pivot to AI Monetization as Chinese Market Shifts Focus from Model Training to Deployment Efficiency
Hardware2026.05.01Episil Precision Triples Capex for Strategic Pivot into AI-Driven Silicon Photonics and Large-Diameter Epitaxy
Hardware2026.05.01Meta’s 1Q26 Earnings: Consequential Procurement Signals and the Radical Reorganization of AI Hardware Infrastructure
Hardware2026.04.30LG Electronics and Nvidia Strategic Alliance: Repositioning Hardware Architecture via AI Robotics and Mobility Platforms
Markets2026.04.30Forging a Korea-Japan Tech Alliance: SK Chairman’s Vision for Strategic Scale and Autonomy
