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19.10.26 - 06:06
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Shipments of high-end cloud AI accelerators, 2027 (Digitimes)
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DIGITIMES observed that cloud service providers (CSPs) such as Google and AWS will sharply ramp up self-developed ASICs in 2027, lifting high-end cloud AI accelerator shipments to 25.951 million units, up 64.5% year-over-year....
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16.10.26 - 03:00
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AI agents on Tencent Cloud try to break into Alibaba′s Amap: researchers (SCMP)
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A fleet of artificial intelligence agents operating on a Tencent Holdings cloud platform made thousands of attempts to circumvent security protections on Alibaba Group Holding's mapping service, according to findings by third-party researchers.
It is one of the first reported “rogue” AI events involving Chinese companies, following a string of recent high-profile incidents in the US, including from OpenAI and Anthropic, highlighting the risks of increasingly autonomous AI systems.
Agents running......
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16.10.26 - 02:06
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Cloud AI absorbs resources as non-AI semiconductors face prolonged downturn (Digitimes)
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Investment in AI data centers remains strong, but semiconductor growth is becoming increasingly concentrated in cloud AI, while the long-running decline in consumer technology prices has come to an abrupt halt. At a SEMICON West 2026 industry outlook session, Duncan Meldrum, an economist at Hilltop Economics, warned that the shift is putting additional pressure on the broader semiconductor market....
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