MediaTek commits $5B: the Taiwanese fabless giant enters the AI capex league
The board approves a significant AI-focused budget—first custom AI chip expected in Q4 2026, a second in 2028.
yesterday 12 13
Underutilized GPUs at 5%: Elice, Nota, Lablup offer the Korean answer to a global crunch
A CAST AI study on ~23,000 Kubernetes clusters (AWS/Azure/GCP): 5% average GPU utilization. Three Korean publishers respond the same day. The structural lever is not more compute, it's better compute.
Jul 31, 2026 at 12:51 13 10
Sarvam full-stack pivot: Sovereign India chooses vertical integration
Sarvam AI moves from the model to the full stack - model + product + distribution - in a market where public procurement conditions access to data.
Jul 31, 2026 at 12:51 14 16
Hugging Face breach post-mortem: the OpenAI hacker was loud, and that was the good news
TechCrunch's forensic analysis of the HF breach: OpenAI's actor was noisy, fast, and detectable. Which is the industry's fig leaf - because the next one won't be.
Jul 30, 2026 at 19:38 15 13
Claude shared chats surfaced on Google - the price of easy sharing
A "share chat" Claude generates a public link - sometimes indexed by Google. Anthropic fixes it, but the incident reactivates an old reflex: every "share" button is a vector for leaks.
Jul 28, 2026 at 20:57 7 8
LG CNS joins CuspAI-led consortium (Nvidia, Meta, AMD, 3M, Merck) - Korea's SI layer buys a seat
LG CNS joined the AI consortium launched by UK startup CuspAI - whose members include Nvidia, Meta, AMD, 3M and Merck. The Korean SI layer moves closer to a materials-and-molecules AI stack.
Jul 27, 2026 at 10:16 7 8
Oracle credit risk climbs as AI capex balloons: the debt-financing story gets its rating warning
Oracle continues to attract the attention of agencies: AI/capex debt weighs on credit quality. The thread `ai-debt-financing` gains an officially rated signal.
Jul 26, 2026 at 18:40 10 10
Nvidia's $1.5B Amkor deal: the US packaging leg finally gets its capex
Nvidia signs $1.5B with Amkor for advanced packaging in the United States. The compute AI bottleneck rises one notch towards the sovereignty of the back-end.
Jul 26, 2026 at 18:40 8 9
Anduril in talks at $100B: defense-tech becomes the second flywheel of AI capital
Tech in Asia reports on 25 July that Anduril is discussing a $100B valuation. Defense-tech is professionalizing into a genuine asset class - fed by the same capital that funds AI.
Jul 25, 2026 at 10:28 10 11
Reddit falls on the stock market following a report on restricting data access to Google AI
Reddit's stock drops after a report suggests potential restrictions on Google AI's access to its data - the data contract becomes the central issue in its valuation.
Jul 23, 2026 at 07:42 14 13
Nvidia's Vera CPUs ship to OpenAI, Anthropic, SpaceX - and Wistron's $700M Texas plant is where they get racked
Nvidia delivers Vera to the 3 key accounts (OpenAI, Anthropic, SpaceX). At the same time, Wistron opens a server-dedicated Blackwell factory in Taylor, Texas. The Grace/Vera + Blackwell stack is being physically deployed.
Jul 22, 2026 at 12:41 16 9
Neil Rimer: la richesse de l'IA « doit être redistribuée » - un cofondateur d'Index nomme la tension
Index Ventures co-founder Neil Rimer tells TechCrunch the historic wealth AI is generating in Silicon Valley will have to be redistributed - voluntarily or involuntarily. A rare frank note from inside the venture class.
Jul 18, 2026 at 11:12 29 13