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25.10.26 - 02:54
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Meta’s AI commitments surge to US$825 billion, testing financing power (Digitimes)
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Meta Platforms’ long-term AI infrastructure spending is driving rising financial pressure, with free cash flow turning negative in Q3 2026 and future lease and non-cancelable contract commitments climbing to about US$825 billion. The company also raised the lower end of its 2026 capex forecast by US$5 billion to US$135 billion, signaling continued AI expansion as financing and investment returns become new challenges....
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25.10.26 - 02:54
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AI data centers drive Taiwan′s electrical firms into modular, EPC markets (Digitimes)
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As demand for AI data centers expands, next-generation AI servers are raising requirements for power supply, cooling efficiency, and deployment speed. Taiwan's electrical and mechanical equipment providers are therefore moving beyond standalone equipment supply into system integration, engineering, procurement, and construction (EPC), and modular data center solutions....
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25.10.26 - 02:54
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China clears DeepSeek, MiniMax for overseas AI deployment (Digitimes)
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DeepSeek and MiniMax have received approval to deploy their artificial intelligence models overseas, according to a post published October 22 by China Central Television’s Yuyuantantan account. The move signals that Beijing intends to permit Chinese AI companies to pursue global commercialization, even as proposed export controls could raise the threshold for transferring some advanced technologies abroad....
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25.10.26 - 02:54
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Nvidia unveils OOI CPO prototype for post-2028 AI needs (Digitimes)
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Nvidia has unveiled a prototype of its next-generation co-packaged optics (CPO) technology, Optics-on-Interposer (OOI), at SEMICON West 2026. The design moves the optical engine from a conventional organic package substrate to the silicon interposer carrying the compute chips, increasing bandwidth density and reducing power consumption for future AI system interconnects....
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