Tencent could be China's AI winner given its edge in enterprise and consumer applications: Analyst
CNBC: Squawk Box Asia
Qisda eyes AI infrastructure as fastest-growing business opportunity
DigiTimes: IT news from Asia
Pegatron stocks AI server parts early as shortages spread through supply chain
DigiTimes: IT news from Asia
Pegatron profit surges on AI server shipments and stronger product mix
DigiTimes: IT news from Asia
Amazon is using Twitch to train generative AI
BBC News - Technology
Asus raises server outlook as AI demand lifts record second quarter results
DigiTimes: IT news from Asia
Asus projects up to 150% server growth as AI demand lifts results
DigiTimes: IT news from Asia
Anthropic in talks to acquire Israeli AI startup Decart for $6 billion
JPost.com - Business & Innovation
South Korea plans new sovereign wealth fund to back AI, robots, supply chains
DigiTimes: IT news from Asia
Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030
DigiTimes: IT news from Asia
ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth
DigiTimes: IT news from Asia
Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%
DigiTimes: IT news from Asia
Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation
DigiTimes: IT news from Asia
Michael Burry Calls Nvidia's $500B Wall Street Tie-Up A 'Sign Of Desperation' and Rising Default Expectations Aren't Helping
Stocktwits News Feed
Lenovo India Q1 result: Revenue rises 18% on strong demand for AI solutions
Business Standard - India
Tencent starts paying for AI in cash, core business is covering the bill
DigiTimes: IT news from Asia
Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
DigiTimes: IT news from Asia
Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
DigiTimes: IT news from Asia
Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
DigiTimes: IT news from Asia
Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware
DigiTimes: IT news from Asia
