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27.05.26 - 06:36
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Risk of Potential Liquidity Overhang in AI: GGL Capital (Bloomberg)
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Gigi Luk of GGL Capital Investment Group says "one risk that we're seeing is the potential liquidity overhang in AI." Luk adds that "the gap between winners and losers is widening structurally" and this creates opportunities. She speaks on Bloomberg Television. (Source: Bloomberg)...
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27.05.26 - 06:36
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China clears 9 domestic AI chips for state procurement (Digitimes)
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China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure....
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27.05.26 - 06:06
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CSP capex surge fuels hot AI server demand and tight supply in 2026 (Digitimes)
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The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure. As a result, the broader server industry is set to post another strong year in 2026, while the AI server supply chain faces both booming demand and persistent shortages....
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27.05.26 - 05:06
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Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation (Digitimes)
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A former Tencent large-model technical chief warned that Chinese artificial intelligence companies lack independent paradigm-level breakthroughs and are trailing US rivals, according to an interview with the South China Morning Post. He said the gap in large language model technology was about three months and could widen to six months by year-end as OpenAI prepares to launch GPT 5.6, and that US chip export controls had reduced China's available computing power for training advanced models....
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27.05.26 - 05:06
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China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters (Digitimes)
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SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for short-reach AI cluster links. The collaboration could accelerate the commercialization of Micro LED co-packaged optics (CPO) technology and strengthen China's role in global AI infrastructure supply chains, according to a press release....
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27.05.26 - 05:06
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Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle (Digitimes)
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Accelerating the adoption of smart manufacturing, AI-driven automation, and humanoid robot applications in 2026 is driving robust growth across Taiwan's robotics supply chain. Systems integrators and key transmission-component suppliers posted strong first-quarter 2026 results, with many reporting double-digit increases in both revenue and profit amid expanding demand from traditional industrial automation and emerging AI robotics applications....
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27.05.26 - 05:06
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Microsoft flattens leadership to speed AI decision-making across businesses (Digitimes)
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Microsoft overhauled its long-standing senior leadership structure as Chief Executive reorganized the company to accelerate AI development and cut decision-making time, executives said. The firm replaced its Senior Leadership Team with a new corporate governance group that includes the CEO, the president, the chief financial officer, the chief human resources officer and the business chief, and said the group will meet at least once a week....
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27.05.26 - 05:06
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Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges (Digitimes)
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Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned that energy constraints and immature industry standards will pose significant hurdles. The Chinese electronics manufacturer compared the AI opportunity to the 2017 consumer electronics market and said it is accelerating AI infrastructure efforts through its communications business....
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