Artificial intelligence
Global Chip Sales Expected to Hit $1 Trillion This Year, Industry Group Says
By Axel Miller | 06 Feb 2026
Global semiconductor sales are set to approach $1 trillion in 2026, driven by the AI super-cycle, booming data centers, and surging demand for logic and memory chips.
AI is No Bubble: Nvidia Supplier Wistron Sees Order Surge Through 2027
By Axel Miller | 06 Feb 2026
Wistron Chairman Simon Lin declares the arrival of a “new AI era,” dismissing bubble fears as orders surge. The Nvidia partner is ramping up US server production to meet a $500B infrastructure goal.
Amazon Plans $200 Billion AI Spending Surge; Shares Slide on Investor Jitters
By Axel Miller | 06 Feb 2026
Amazon plans to boost capital spending to $200 billion in 2026, a 50%+ jump for AI infrastructure. While AWS growth accelerated to 24%, investor jitters over margins sent shares tumbling.
OpenAI launches ‘Frontier’ AI agent platform in enterprise push
By Cygnus | 05 Feb 2026
OpenAI launches Frontier, a new AI agent platform for enterprises, aiming to automate workflows and expand its push into corporate artificial intelligence.
MediaTek warns AI boom is straining chip supply chains, signals price adjustments
By Cygnus | 04 Feb 2026
MediaTek warns booming AI demand is straining chip supply chains and driving cost pressures, prompting price adjustments while accelerating its push into AI data centre chips.
OpenAI Explores Alternatives to Nvidia Chips as Inference Demands Reshape AI Race
By Cygnus | 03 Feb 2026
OpenAI is testing alternatives to Nvidia chips as AI demand shifts toward inference, signaling a new competitive phase in AI hardware.
SpaceX Acquires xAI in Record-Setting $1.25 Trillion Deal
By Cygnus | 03 Feb 2026
SpaceX acquires xAI in a historic $1.25 trillion all-stock merger, uniting Elon Musk’s space infrastructure with artificial intelligence.
Alibaba to spend $431 million on Lunar New Year AI push as China chatbot race intensifies
By Axel Miller | 02 Feb 2026
Alibaba will spend $431 million promoting its Qwen AI chatbot during the Lunar New Year, far outpacing Tencent and Baidu as China’s AI user race intensifies.
Oracle to Raise Record $50 Billion War Chest for AI Cloud Expansion
By Cygnus | 02 Feb 2026
Oracle plans to raise up to $50 billion in 2026 to rapidly expand cloud infrastructure for booming AI demand, marking one of the largest funding pushes in tech history.
Amazon in Talks to Invest Up to $50 Billion in OpenAI as AI Funding Race Intensifies
By Axel Miller | 30 Jan 2026
Amazon is in talks to invest up to $50 billion in OpenAI as the AI funding race escalates, potentially valuing the ChatGPT maker near $830 billion and reshaping the global AI infrastructure battle.
China Conditionally Clears DeepSeek to Purchase Nvidia H200 AI Chips
By Cygnus | 30 Jan 2026
China has conditionally approved AI startup DeepSeek to buy Nvidia’s H200 chips, signaling a strategic shift to boost AI growth despite chip self-reliance goals.
Tesla Plans $20 Billion Capex Surge to Accelerate Shift Beyond Traditional EVs
By Cygnus | 29 Jan 2026
Tesla will spend over $20 billion in 2026 to accelerate its shift into AI, robotics and autonomous vehicles, retiring legacy EV models to free factory capacity.
Tesla invests $2 billion in xAI as Cybercab production target stays on track
By Cygnus | 29 Jan 2026
Tesla invests $2 billion in Elon Musk’s AI startup xAI while keeping Cybercab robotaxi production on track and sharply increasing capital spending in 2026.
The Thirsty Cloud: Why 2026 Is the Year AI Bottlenecks Shift From Chips to Water
By Axel Miller | 28 Jan 2026
As AI server density surges in 2026, data centers face a new bottleneck deeper than chips — the massive water demand required for cooling next-generation infrastructure.
SoftBank in talks to invest up to $30 billion more in OpenAI
By Cygnus | 28 Jan 2026
SoftBank is in talks to invest up to $30 billion more in OpenAI as part of a large funding round valuing the AI company near $830 billion, highlighting deepening investor focus on AI infrastructure.
C3.ai in merger talks with Automation Anywhere in potential reverse listing deal
By Axel Miller | 28 Jan 2026
C3.ai is reportedly in merger talks with Automation Anywhere in a potential reverse-listing deal that could take the automation firm public amid consolidation in enterprise AI software.
Nvidia CEO Jensen Huang visits Shanghai as China AI chip approvals remain unclear
By Cygnus | 24 Jan 2026
Nvidia CEO Jensen Huang is visiting Shanghai as China reviews approvals for the company’s H200 AI chip, adding uncertainty to Nvidia’s China sales outlook.
Meta’s New AI Lab Delivers First Internal Models as Company Sharpens Consumer AI Push
By Cygnus | 21 Jan 2026
Meta CTO Andrew Bosworth said at Davos that Meta Superintelligence Labs delivered its first key AI models internally this month, sharpening the company’s consumer AI push.
L’Oréal to Set Up Beauty-Tech Global Hub in Hyderabad With $383 Million Investment
By Cygnus | 21 Jan 2026
L’Oréal will invest over ₹35 billion ($383 million) to set up a Beauty-Tech Global Capability Centre in Hyderabad focused on AI, analytics and global operations.
OpenAI Starts Pitching ChatGPT Ads to Brands Ahead of February Trial
By Cygnus | 21 Jan 2026
OpenAI is approaching major advertisers for a limited ChatGPT ads trial expected in February, with early pricing reportedly based on impressions rather than clicks.
UK Lawmakers Call for AI Stress Tests for Banks as Algorithm Risks Grow
By Cygnus | 20 Jan 2026
UK lawmakers urged regulators to introduce AI-focused stress tests for banks, warning that autonomous algorithms and cloud concentration risks could threaten stability.
Sequoia Said to Join GIC and Coatue in Proposed Anthropic Funding Round at $350B Valuation
By Axel Miller | 18 Jan 2026
Sequoia is reported to join GIC and Coatue in a proposed Anthropic funding round that could value the Claude maker at about $350 billion.
Taiwan positions itself as strategic AI partner to US after tariff deal
By Cygnus | 16 Jan 2026
Taiwan aims to deepen AI and semiconductor ties with the US after a tariff deal cutting rates to 15% and boosting investment plans led by TSMC.
German AI Startup Parloa Jumps to $3 Billion Valuation in $350 Million Funding Round
By Axel Miller | 15 Jan 2026
Parloa raised $350 million in Series D funding led by General Catalyst, lifting its valuation to $3 billion as enterprise AI demand accelerates.
Wikimedia Foundation Signs Paid AI Data Access Deals With Microsoft, Meta, Amazon
By Cygnus | 15 Jan 2026
Wikimedia Foundation has signed paid enterprise data-access partnerships with Microsoft, Meta and Amazon, formalising structured Wikipedia access for AI-related use.
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Server CPU Shortages Grip China as AI Boom Strains Intel and AMD Supply Chains
By Cygnus | 06 Feb 2026
Intel and AMD server CPU shortages are hitting China as AI data center demand surges, pushing lead times to six months and driving prices higher.
Budget 2026-27 Seeks Fiscal Balance Amid Rupee Volatility and Industrial Stagnation
By Cygnus | 02 Feb 2026
India's Budget 2026-27 targets fiscal discipline with record capex as markets tumble, the rupee weakens and manufacturing struggles to regain momentum.
The Thirsty Cloud: Why 2026 Is the Year AI Bottlenecks Shift From Chips to Water
By Axel Miller | 28 Jan 2026
As AI server density surges in 2026, data centers face a new bottleneck deeper than chips — the massive water demand required for cooling next-generation infrastructure.
The New Airspace Economy: How Geopolitics Is Rewriting Aviation Costs in 2026
By Axel Miller | 22 Jan 2026
Airspace bans, sanctions and corridor risk are forcing airlines into costly detours in 2026, raising fuel burn, reducing aircraft utilisation and pushing airfares higher worldwide.
India’s Data Center Arms Race: The Battle for Power, Cooling, and AI Real Estate
By Cygnus | 22 Jan 2026
India’s data centre boom is turning into an AI arms race where power contracts, liquid cooling and fast commissioning decide the winners across Mumbai, Chennai and Hyderabad.
India’s Oil Balancing Act: Refiners Rebuild Middle East Supply Lines as Russia Flows Disrupt
By Axel Miller | 21 Jan 2026
India’s refiners are rebalancing crude sourcing as Russian imports fell to a two-year low in December 2025, lifting OPEC’s share and raising geopolitical risk concerns.
Arctic Fever: How ‘Greenland Tariff’ Politics Sparked a Global Flight to Safety
By Axel Miller | 20 Jan 2026
Greenland-linked tariff threats have injected fresh uncertainty into transatlantic trade, triggering a risk-off shift in markets and reshaping global supply chain planning.
The New Oil (Part 5): Friend-Shoring, Supply Chain Fragmentation and the Cost of Resilience
By Cygnus | 19 Jan 2026
Friend-shoring is reshaping lithium, rare earth and graphite supply chains, creating a resilience premium and new winners and losers in clean tech.
The New Oil (Part 4): Can Technology Break the Dependency?
By Cygnus | 16 Jan 2026
Can magnet recycling and rare-earth-free motors reduce global dependence on strategic minerals? Part 4 explores breakthroughs, limits and timelines.

