Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26
DigiTimes: IT news from Asia
Boehly's investment group rolls out AI across portfolio after taking stake in start-up
FT.com - World
Artificial intelligence activity fuels global M&A deals to records: JP Morgan
CNBC: Squawk Box Asia
Nvidia reportedly weighs up to US$3B stake in Lancium
DigiTimes: IT news from Asia
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
DigiTimes: IT news from Asia
Moore Threads eyes HK listing after 147% revenue surge, AI GPU expansion
DigiTimes: IT news from Asia
Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key
DigiTimes: IT news from Asia
AI data centres' volatile power demand strains equipment, threatens grids
Business Standard - India
Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner
DigiTimes: IT news from Asia
A capex supercycle beyond just AI anchors Asia's growth outlook: Economist
CNBC: Squawk Box Asia
