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01.04.26 - 03:24
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Nvidia moves beyond GPUs with three-system push to own the AI stack (Digitimes)
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At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend Nvidia's portfolio beyond its traditional GPU compute core into low-latency inference, CPU orchestration, and storage layers, signaling a systematic redefinition of AI infrastructure boundaries....
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01.04.26 - 03:06
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Former Baidu President on AI Tokenization in China (Bloomberg)
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The former President of Baidu says AI tokenization is exploding in China, far beyond what OpenClaw illustrated earlier this year. Zhang Yaqin, who runs China's Institute of AI Industry Research at Beijing's Tsinghua University speaks to Bloomberg's Chief North Asia Correspondent Stephen Engle in Beijing. (Source: Bloomberg)...
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01.04.26 - 02:06
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Cyberbiz advances AI productization and Asia-Pacific logistics (Digitimes)
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E-commerce solution provider Cyberbiz is focusing on AI productization, cross-border commerce, and smart warehousing in 2026, aiming to capture growth from brand vendors' overseas expansions. The company has confirmed progress toward an initial public offering (IPO), having selected underwriters and is currently undergoing internal control procedures....
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01.04.26 - 02:06
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China′s AI chip demand drives advanced foundry growth amid geopolitical split (Digitimes)
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Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory. This momentum is fueled by a virtuous cycle of massive orders supporting substantial R&D and capital expenditure, which is accelerating domestic substitution toward advanced process nodes....
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01.04.26 - 02:06
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China GPU maker Biren triples revenue on AI data center demand (Digitimes)
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Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from domestic data centers and AI enterprise customers. Gross margin rose to 53.8%, up 0.63pp. The company's BR10X general-purpose GPU remained the main revenue contributor, while its next-generation BR20X is set for launch in 2026....
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01.04.26 - 00:01
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Oracle Cuts Jobs As AI Spending Pressures Mount (AFX)
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REDWOOD SHORES (dpa-AFX) - Oracle Corporation has started laying off thousands of employees around the world as the company faces pressure from investors due to its significant spending on AI infr......
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31.03.26 - 23:42
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America′s Decade-Long AI War Efforts Get a Trial by Fire (Bloomberg)
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On a recent Friday night, the US made two drastic moves that could end up altering the future of artificial-intelligence-powered warfare. Just after 5 p.m. Eastern time on Feb. 27, Donald Trump's administration declared that Anthropic PBC, the $380 billion startup whose Claude-branded AI products have recently become ubiquitous, was a supply chain risk. In addition to making consumer-facing chatbots and coding tools, Anthropic had major contracts to provide AI services to the military. That relationship had gone sour when the company refused to allow its tech to help enable mass domestic surveillance or fully autonomous weapons, while the government said it should be able to use the tech for all lawful purposes. Bloomberg Katrina Manson discusses her new book Project Maven (Source: Bloomberg)...
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