Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light
Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force…
IBM issues rare mid-quarter warning as AI-driven memory shortage shifts enterprise spending away from software
A rare mid-quarter warning from IBM triggered the sharpest single-day decline in the company's 115-year…
Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates
Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group…
Huawei to unveil largest Ascend SuperPoD at Xi-opened WAIC , scaling China's AI infrastructure
Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time…
China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints
Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses…
AI image sensor chip makers accelerate shift to algorithms, modules
AI image sensor chips have become a key market for Taiwan's IC design firms, with…
China's 1H26 IC exports jump 96% on AI hardware demand
China's IC exports surged in the first half of 2026, underscoring strong demand for AI,…
Jensen Huang says sovereign AI development tops nuclear weapons
As attention in the tech industry has centered on the US tech giants and TSMC,…
OpenAI researcher Miles Wang in talks to launch AI drug discovery startup valued at $2B
Lightspeed is in discussions to lead the funding round, sources say.
InSilico Medicine Strikes AI Drug Discovery Alliance with Bora Pharmaceuticals
InSilico Medicine Cayman TopCo ( (HK:3696) ) has shared an update. InSilico Medicine has entered…
Microsoft CEO adds fuel to Palantir CEO's AI warning
It turns out that Palantir (PLTR) CEO Alex Karp's thunderous warning about the AI industry…
Bank of America sees Nvidia's next $20 billion business
Nvidia (NVDA) stock investors have been fed a familiar playbook.More robust accelerators, higher rack prices,…
How Visa's New AI Financial Assistant At Visa (V) Has Changed Its Investment Story
In early July 2026, Visa announced its AI Financial Assistant, a white-label, in-app conversational tool…
AI Stocks: Falling Knife or Once-in-a-Decade Buying Opportunity?
Key PointsAI stocks have fueled the market's overall gain over the past few years.
Short Interest in QRAFT AI-Enhanced U.S. Large Cap ETF (NYSEARCA:QRFT) Increases By 243.4%
QRAFT AI-Enhanced U.S. Large Cap ETF (NYSEARCA:QRFT - Get Free Report) was the target of…
