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02.09.26 - 10:06
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Semicon Taiwan 2026 to test cloud AI investment boom (Digitimes)
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Cloud AI capital expenditure continues to shatter market expectations, sparking growing concerns over whether the spending surge is overheating and heading toward a bubble. Semicon Taiwan 2026 may serve as the ultimate litmus test for this debate....
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01.09.26 - 07:48
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Anthropic Agrees to $35 Billion Cloud Deal With Lambda (Bloomberg)
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Anthropic agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia, part of an effort to quickly expand its AI capacity, according to a person familiar with the matter. Bloomberg's Neil Campling has the details. (Source: Bloomberg)...
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31.08.26 - 13:48
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China′s Z.ai revenue jumps 400% as total losses narrow on explosive cloud gains (SCMP)
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Chinese artificial intelligence company Z.ai on Monday reported a 400 per cent increase in first-half revenue, driven by explosive growth in its open platform and application programming interface business, which helped narrow total losses despite higher research and development spending.
Revenue for the six months ended June 30 rose to 953.89 million yuan (US$142 million). Full-year sales were expected to expand 514 per cent from last year's 724.3 million yuan, according to consensus estimates......
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