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08.10.26 - 13:36
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Alibaba′s AI cloud revenue set to surge over 50% as investment blitz pays off: analysts (SCMP)
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Alibaba Group Holding is expected to report a 50 per cent revenue surge for its cloud and artificial intelligence unit for the September quarter, driven by strong returns on its aggressive AI investments, according to analysts.
Analysts across several financial institutions projected revenue growth for the Chinese tech giant's AI Cloud and Compute Services unit to have accelerated in the three months ended September 30, up from the 45 per cent growth seen in the preceding quarter.
The unit's......
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03.07.26 - 08:30
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AI computing stock panic over Meta cloud rumour ′erroneous′, analysts say (SCMP)
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A panic over excess computing capacity for artificial intelligence was “erroneous”, according to a report by research firm SemiAnalysis, after a global sell-off erased billions of dollars in value from semiconductor stocks on Thursday.
Spooked investors interpreted a potential pivot by Meta Platforms into cloud services as a sign of an AI hardware glut, as they feared the US tech giant was preparing to flood the market with unused graphics processing units.
Shares of alternative cloud companies......
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30.06.26 - 05:06
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Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted (Digitimes)
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As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors have disrupted normal business cycles across many applications, making seasonal patterns far less predictable. According to industry sources, this season is particularly uncertain. Rising component prices and supply shortages have made downstream procurement behavior and end-market consumption patterns more difficult to predict than in the past. Demand signals that the industry once relied upon have become distorted....
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29.05.26 - 04:06
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Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips (Digitimes)
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Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware....
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