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
Nvidia's $32B mark on SSI - the circular finance chart adds another node
Nvidia takes a stake in Safe Superintelligence at a $32B valuation. The reason is known: the GPU supplier in the capital of the labs that buy its GPUs. It becomes a portfolio.
Jul 28, 2026 at 21:00 9 10
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
SK Hynix Q2 record: memory is where the AI capex pinch prints first
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 12 8
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
Nvidia's Korea day: $500B SK partnership, $10B into Naver - the AI capex supercycle switches continents
In one day, Huang announces a $500B partnership with SK Group, Nvidia and Brookfield commit $10B to Naver ($1B specifically to a Naver AI data center), and Lee sits with Altman and Huang. Korea is becoming a second pillar of the AI capex supercycle.
Jul 25, 2026 at 10:27 14 19
Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
Jul 24, 2026 at 09:33 12 10
CXMT aims for $860 million in Shanghai: Chinese memory goes public
The IPO of Chinese DRAM champion validates the thesis of a rising compute sovereignty that builds its own stack - then turns to the domestic capital market to finance the HBM race.
Jul 24, 2026 at 09:33 12 8
Alphabet Q2: 2026 capex rises to $205B and free cash flow turns negative
The giant raises its 2026 capex guidance to ~$205B as its free cash flow turns negative: the bill for the AI era arrives at Alphabet's counter.
Jul 23, 2026 at 07:45 9 11
Oppo and Vivo would refuse Samsung's Q3 memory rates: the HBM/DRAM squeeze turns into an arm wrestle
According to TechNode, Oppo and Vivo reportedly declined Samsung Electronics' price offer for Q3 2026 - the memory capex race is spilling over into client-to-client negotiations.
Jul 23, 2026 at 07:42 9 9
SoftBank near a $40B loan syndication for OpenAI - the debt leg keeps growing
After the ABB of $1.75 billion yesterday, SoftBank is reportedly close to arranging $40 billion in debt for OpenAI. The credit stack tied to AI capex is growing - and so is the counterparty risk.
Jul 22, 2026 at 12:41 17 8