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.
Aug 2, 2026 at 15:18 18 13
Korea's AIDC Alliance formalizes the AI data-center stack around 18.4 GW
MSIT and SK Telecom co-chair a 400-organization alliance built around three divisions - demand, supply, foundation - with an 18.4 GW build-out target. The Korean supercycle gets its industry body.
Jul 29, 2026 at 12:47 15 16
Microsoft delivers its first cyber AI model as a 30-company alliance forms - the SOC market shifts
Microsoft unveils MAI-Cyber-1-Flash and a security agentic system, while 30+ publishers - Nvidia, Microsoft, allies - announce the « Open Secure AI Alliance ». Cyber-AI moves from feature to market.
Jul 28, 2026 at 20:57 9 10
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
Anthropic Meta: preliminary $10B talks reshape the frontier alliance map
Meta and Anthropic are in preliminary discussions for a deal reportedly worth up to $10 billion - a move that would slot the last unaligned frontier lab into a specific hyperscaler orbit.
Jul 18, 2026 at 11:11 12 8