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05.05.26 - 04:18
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Starwood CEO on Business Strategy, AI, Data Centers (Bloomberg)
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Barry Sternlicht, Chairman and CEO at Starwood Capital Group, discusses the company's business strategy and investing in AI and data centers. He speaks with Romaine Bostick from the sidelines of the Milken Institute Global Conference in Beverly Hills. (Source: Bloomberg)...
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05.05.26 - 04:06
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Taiwan manufacturing PMI jumps to 60.3% as AI and semiconductors tighten supply (Digitimes)
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Taiwan's manufacturing purchasing managers index rose to 60.3% in April 2026, marking the seventh consecutive month of expansion and the strongest pace since September 2021, the Chung-Hua Institution for Economic Research and the Taiwan Management Institute Taiwan said on May 4. Executives attributed the rise to shifting capacity and price pressures from AI, semiconductors and electronic components, plus pre-buying by manufacturers amid supply tightness and geopolitical tensions in the Middle East....
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05.05.26 - 04:06
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AUO to highlight Micro LED, AI and ultra-low-power displays at SID Display Week 2026 (Digitimes)
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Taiwan-based AUO said it will present integrated Micro LED, optics, sensing and AI display technologies at SID Display Week 2026, aiming to demonstrate transparent, interactive and energy-efficient displays for AR, smart mobility and long-duration platforms. The company announced that its exhibits will showcase how Micro LED and advanced packaging can serve as an interaction platform combining AR overlays, gaze and gesture sensing, and on-device AI inference....
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05.05.26 - 03:24
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Onsemi sees AI data center and Treo driving revenue and margin recovery (Digitimes)
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During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter, saying improving order patterns and product ramps are translating into higher revenue, expanding gross margins, and stronger cash returns to shareholders....
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05.05.26 - 02:48
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AI′s Hottest Private Companies Have Booming Crypto Shadow Market (Bloomberg)
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The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access....
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05.05.26 - 02:00
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Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips (Digitimes)
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As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important data center hub. A DIGITIMES research report finds that Chinese cloud service providers (CSPs), including ByteDance and Alibaba, are accelerating their shift southward, using Malaysia's unique supply chain pathways to deploy high-end AI computing power locally, including Nvidia's B200 systems....
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