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17.06.26 - 02:48
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AI era reshapes power dynamics between software firms and model providers (Digitimes)
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As companies adapt to the rise of artificial intelligence, technology leaders are increasingly debating how to preserve their competitive advantage while integrating AI into their operations. According to Microsoft CEO Satya Nadella, companies should develop "learning loops" that enable human expertise and AI capabilities to reinforce each other, rather than allowing knowledge to become concentrated among a small number of AI model providers....
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17.06.26 - 02:48
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AI PC design wins, drone business to boost Elan in 2H26 (Digitimes)
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In light of tensions concerning non-China supply chains, microcontroller unit (MCU) supplier Elan Microelectronics expects stronger performance in the second half of 2026 as new AI PC programs enter production following the newly established drone business....
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17.06.26 - 02:48
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Acer E-Enabling posts nearly 20% revenue growth as AI agent demand boosts cloud and security services (Digitimes)
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Acer E-Enabling Service Business said enterprise adoption of AI Agent applications has driven stronger demand for cloud services, cybersecurity, and AI solutions, lifting its revenue in January to May 2026 by nearly 20% year on year. The firm reported consolidated revenue of NT$575 million (US$18.22 million) in May 2026, a 30.5% increase from May 2025, and cumulative revenue of NT$4.416 billion for the first five months of 2026, up 19.7% year on year....
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17.06.26 - 02:48
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Research Insight: Japanese automakers pivot to HEV profits, AI, and SDV (Digitimes)
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Toyota, Honda, and Nissan are accelerating strategy shifts as Chinese automakers rise rapidly, global EV competition intensifies, and software-defined vehicles (SDV) and AI advance, according to DIGITIMES Research. The research firm noted that Japanese automakers are moving away from scale expansion and toward profitability and smart-vehicle development, with hybrid electric vehicles (HEV) remaining the near-term growth anchor....
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17.06.26 - 02:48
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Gem Terminal eyes new growth curve in 2026 with shipments of AI-related thermal materials (Digitimes)
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Gem Terminal Industry is seeing the results of its recent efforts in developing new copper materials, with expectations of sequential quarterly growth in 2026 as production capacity in the company's Taiwan copper plant continues to ramp up, amid steady progress in its AI-related thermal materials layout, and new opportunities emerging from China's transition toward a new national standard for electric terminals. Going forward, the company is eyeing further operational growth in 2027....
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17.06.26 - 00:27
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Wyoming And Spokane Data Center Pauses Show NIMBY Fury Has Shifted From Nuclear To AI (ZeroHedge)
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Wyoming And Spokane Data Center Pauses Show NIMBY Fury Has Shifted From Nuclear To AI
The latest cracks in the data center buildout story arrived this month from opposite ends of the energy-rich West. Crusoe paused development activities on its 1.8 GW “Project Jade” campus near Cheyenne, Wyoming, at the explicit request of its customer.
Just days later, Avista announced it was pausing processing of a 500 MW data center request in Spokane County after more than 5,000 community complaints, a proposed city council moratorium, and concerns over ratepayer costs and legacy contamination at the former Kaiser Aluminum smelter site.
This all fits the pattern we've documented for over a year with proposed US data center capacity colliding with local political reality, transmission bottlenecks, and raw NIMBY resistance that now appears more intense than the peak opposition nuclear power plants faced in prior decades.
71% of Americans oppose construction of an AI data center in their local area, wi...
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