Companies, products, and big moves
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Microsoft's in-house silicon push is about to get its biggest moment: the company reportedly plans to unveil the Maia 300 AI accelerator as soon as next month, in a direct challenge to Nvidia's grip on cloud compute. Meanwhile, a North Korean hacking group has built
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The AI buildout's newest bottleneck is the grid, and the industry's biggest players are moving accordingly: Nvidia is buying into the electricity developer behind Stargate, Microsoft is fast-tracking its next in-house chip, and an AI notetaker left more than 181,000 meetings exposed. Nvidia
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AI's power problem just became a balance-sheet problem: Anthropic is bringing in two of the world's largest infrastructure investors to build its data centers — and promising to shield consumers from the electricity bill. Anthropic, Macquarie Asset Management and Singapore's sovereign wealth fund GIC
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The world's most important chipmaker just posted another blowout month — and quietly raised its full-year outlook — while the UK logged a record number of children reporting AI-faked explicit images of themselves. TSMC's July revenue jumped 44.7% year over year to NT$467.58
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China's AI shakeout produced its clearest retreat of the week: Kai-Fu Lee's 01.AI is winding down its developer platform, while Chinese robot makers extended their shipment dominance and the country's model price war finally started reversing. 01.AI, the model startup founded
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The buildout's fault lines are showing: China's top labs are still training on Nvidia despite the export squeeze, Goldman puts global AI investment past $1 trillion this year — and KPMG finds nearly half of executives are pulling back AI agents because the bills beat the benefits.
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The race to build Southeast Asia's compute backbone just got a new front-runner. Indosat Ooredoo Hutchison, Ooredoo Group, Nokia, and NVIDIA have teamed up on Zankore by Indosat, an AI infrastructure venture that targets up to 1 gigawatt (GW) of capacity — which the partners bill as one
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China's answer to SAP just bet the company on agentic AI — and it brought receipts from steel mills that already swapped their ERP for it. Yonyou, China's largest enterprise software vendor, used its 2026 Global Business Innovation Conference in Nanjing to rebrand itself from an enterprise
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China's consumer-robotics capital keeps compounding — a Shenzhen home-robot startup banked a half-billion yuan from blue-chip investors this week — while Docker is betting that isolation, not permission prompts, is how coding agents should run free. Knowin, a Shenzhen startup founded by a former Huawei generative-
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Apple's first official confirmation that China's Apple Intelligence runs on Alibaba's Qwen lasted less than a day on its own website — and the company insists nothing actually changed. Apple published official documentation confirming Alibaba's Qwen would power Apple Intelligence in mainland China,
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Chinese AI heavyweight SenseTime has won a Saudi contract, reported in the tens of millions of yuan, to build a national AI-powered smart school-bus platform — a student-transport digital infrastructure covering more than 1.2 million pupils from primary through high school. The platform, developed with Saudi Arabia&
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Alibaba is turning its flagship consumer AI app into a platform, opening the door for third parties to plug agents into phones, PCs and AI glasses — while fresh usage data shows Chinese models tightening their grip on global token volume. Alibaba launched its Qwen Open Platform on Monday, letting ecosystem