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16.10.26 - 02:06
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AI power crunch drives data center demand for self-generation (Digitimes)
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The focus of the global AI race has shifted from securing advanced chips to securing access to electricity, with electrical power now becoming the deciding factor for computing capacity. As power consumption surges at AI data centers (AIDCs), conventional public grids are increasingly facing bottlenecks, and self-generation and improved grid resilience are now requirements in major data center construction projects worldwide....
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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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16.10.26 - 02:06
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TSMC excludes CPUs from AI accelerator growth forecast (Digitimes)
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Taiwan Semiconductor Manufacturing (TSMC) is seeing rising demand for CPUs related to agentic artificial intelligence (AI), but has not yet included CPUs in its calculations of AI accelerator demand growth. TSMC chairman C.C. Wei said at the company's earnings conference on October 15 that the company is maintaining its original, narrower definition of AI demand, mainly because it is difficult to clearly distinguish whether CPUs are used in traditional servers or AI servers. Actual demand also depends on how customers deploy the technology and configure their products....
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16.10.26 - 02:06
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Manus returns to China′s AI agent race with US$500 million reset (Digitimes)
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As Manus, one of China's more distinctive AI startups, became entangled in the high-profile unwinding of its acquisition by Meta, the startup's failed attempt to capture opportunities beyond China left the industry speculating about its next steps after an abrupt regulatory reversal....
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16.10.26 - 02:06
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AI server tracker: Optical suppliers′ September revenue jumps 90% (Digitimes)
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Taiwan's optical communications suppliers posted a sharp revenue increase in September 2026, far outpacing major power supply manufacturers in percentage growth as demand for faster data center connectivity continued to expand. The six optical suppliers tracked by DIGITIMES reported combined revenue of NT$3.73 billion (approx. US$116 million), up 90.2% year-over-year and 16.4% from August....
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16.10.26 - 00:18
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Anthropic AI Firm Builds Case For IPO (AFX)
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WASHINGTON (dpa-AFX) - Anthropic's revenue jumped 45 percent to $16.8 billion in the third quarter as the artificial intelligence company sought to demonstrate its growth and profit potential ahea......
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