Intel guides to $16.8B in Q3: AI demand finally seen in revenue
An atypical high guidance for Intel - a sign that AI PC + Gaudi + foundry demand is starting to take off, but the rebound on margins remains to be confirmed.
Jul 24, 2026 at 09:34 17 14
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
Jul 24, 2026 at 09:33 16 9
The US grid bends under AI peaks - but hasn't broken yet
IEEE Spectrum documents the new volatility that AI data centers impose on electrical grids. The grid is holding up - at the cost of eroding safety margins.
Jul 11, 2026 at 10:44 6 7
The TEMU-fication of software: cheap, abundant, and increasingly hard to sell
A sharp essay maps the commoditization of digital goods and software onto the TEMU playbook—and asks what's left when everything ships at near-zero marginal cost.
Aug 14, 2026 at 18:57 5 6
Apple lawsuit lands on OpenAI's hardware roadmap, not just its IPO
The trade-secret complaint filed by Apple was first read as an IPO-window story. It is now landing squarely on the io device - the piece of the OpenAI product plan that has the least room for delay.
Jul 19, 2026 at 23:50 14 16
Vision-based safety AI: safety on construction sites shifts from the helmet to the camera
An e27 article highlights the silent shift: AI vision replaces paper checklists on Southeast Asian construction sites. Low-margin segment, demonstrable ROI impact, adoption is taking off.
Jul 12, 2026 at 11:17 7 8