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29.10.26 - 03:54
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Tencent′s Cloud Boss Plays Long Game to Patch ′Leaky′ AI Ship (Bloomberg)
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When Pony Ma called Tencent Holdings Ltd.'s AI endeavor “a leaky ship” this summer, the billionaire founder sent ripples through a company that for years dominated the industry with WeChat. The social media and gaming leader was at the time struggling to catch the likes of DeepSeek in the post-ChatGPT age. One of his key lieutenants, Dowson Tong, came up with a surprising answer: let's retool to focus on businesses....
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29.10.26 - 03:42
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Tencent Cloud Chief Says AI Demand Justifies Capex (Bloomberg)
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Dowson Tong, CEO of Tencent Cloud and Smart Industries Group in an exclusive conversation with BTV's Stephen Engle talks about the company's investment shifts from being AI consumer agents to enterprise, why it is prioritizing compute for internal model training and products and the competition on chatbot space. (Source: Bloomberg)...
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29.10.26 - 03:06
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Google′s cloud expansion strengthens AI business but strains cash generation (Digitimes)
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Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not yet remove the financial burden of building the infrastructure behind it. Cloud revenue more than doubled, while spending on property and equipment exceeded the cash generated by operations....
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29.10.26 - 03:06
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SpaceX′s AI spending surge opens doors to direct orders for Taiwan ODMs (Digitimes)
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SpaceX is expanding its AI computing infrastructure to meet rising demand for AI applications, securing US$40 billion in financing commitments for GPUs and equipment. The surge in neocloud orders is reshaping the order landscape for Taiwan original design manufacturers (ODMs), including Foxconn, Quanta, and Wistron, and could accelerate a move from traditional original equipment manufacturer (OEM) sales to direct ODM supply and, eventually, to the delivery of complete AI data-center systems....
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29.10.26 - 03:06
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Samsung′s AI memory boom drives record profit as device division stays in loss (Digitimes)
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Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its consumer-device division. The company said a sharp expansion in high-bandwidth memory (HBM) sales and rising memory prices drove another record quarter, while its outlook pointed to supply pressure further as customers expand AI investment....
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29.10.26 - 03:06
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KT turns AI tokens into a telecom utility with 500-model enterprise platform (Digitimes)
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As AI spreads across industries and everyday life, the experience of using it is becoming increasingly measurable, routable, and billable. The rapid proliferation of models is turning AI consumption itself into a metered business, with enterprises paying not only for access to models but for the tokens generated, processed, and managed around them....
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29.10.26 - 01:06
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Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply (Digitimes)
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Samsung Electro-Mechanics (SEMCO) told investors on October 28 that long-term agreements are expected to account for more than 60% of its multilayer ceramic capacitor (MLCC) revenue next year, showing how far ahead AI data center builders are reserving components. It said demand was growing faster than expected despite capacity additions and that supply of both MLCCs and flip-chip ball grid array (FCBGA) substrates would tighten further in the fourth quarter....
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29.10.26 - 01:06
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Lenovo previews CES 2027 lineup focused on AI agents, hybrid AI (Digitimes)
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Lenovo Group announced that its annual global innovation event, Tech World, will return to CES 2027 in Las Vegas, taking place at Sphere as part of the keynote program. The event will feature a lineup of prominent speakers and showcase the latest technological innovations and achievements, while combining technology and music to deliver a unique, immersive experience....
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29.10.26 - 01:06
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Powertech shifts to advanced packaging as AI demand drives growth (Digitimes)
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Rising demand for high-end AI chips is accelerating Powertech's transformation into an advanced packaging strategic partner. Powertech said its utilization rate exceeded 90% in the third quarter of 2026 and is expected to rise further in the fourth quarter as revenue grows, putting the company on track for record annual revenue....
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