MetaOptics bets on Taiwan to scale metalens for AI, next-gen optics
DigiTimes: IT news from Asia
Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
DigiTimes: IT news from Asia
China's Alibaba shifts towards revenue over open-source AI
FT.com - Companies
Intel–Google alliance reframes AI infrastructure around CPUs
DigiTimes: IT news from Asia
How Satellite-Enabled APX NEXT Radios and Mission-Critical AI At Motorola Solutions (MSI) Have Changed Its Investment Story
Simply Wall St
Is Joby's AI-Enabled Airspace Strategy Reshaping The Investment Case For Joby Aviation (JOBY)?
Simply Wall St
BofA Lifts Black Hills (BKH) Price Target, Ladenburg Initiates with AI Infrastructure Angle
Insider Monkey
Rapid-Ship Gold Series AI Servers Could Be A Game Changer For Super Micro Computer (SMCI)
Simply Wall St
Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific
DigiTimes: IT news from Asia
CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
DigiTimes: IT news from Asia
INTC, SNDK, AEHR Stocks Hit 52-Week Highs Today: What's Driving The Rally Across AI Infra Plays?
Stocktwits News Feed
Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
DigiTimes: IT news from Asia
The Tactical Trio: One AI Imaging Blueprint, One Orthopedic Value Play, One Surgical Compounder
Simply Wall St
GitLab (GTLB) Is Down 12.8% After Governance, ESOP Shelf And AI Concerns - Has The Bull Case Changed?
Simply Wall St
Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands
DigiTimes: IT news from Asia
xAI sues Colorado over new AI law
The Hill - Technology
A Look At Intuit (INTU) Valuation As IRS Direct File And AI SaaS Threats Weigh On Sentiment
Simply Wall St
Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs
DigiTimes: IT news from Asia
AI alarm bells: US Fed, Treasury sound warning to banks over Anthropic's Mythos cyber risks
The Malay Mail | Tech
Google owns the most AI compute, and it built it its way
Network World
Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge
CNBC: World News
AMD Takes Lead In UALink Standard As AI Cluster Role Grows
Simply Wall St
