SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
1 h ago 8 9
e27 reports the deal structure for financing a first nuclear reactor to power a data centre is finally taking shape. The AI power wall meets project finance.
1 h ago 7 6
Huawei Cloud makes its "Agentic Infrastructure" available in Thailand and opens the beta of CodeArts Agent in the country. Chinese AI diplomacy (thread `china-ai-soft-power`) moves from discourse to product deployment.
16 h ago 9 8
Pandaily reports China's compute power now ranks second globally, and AI servers have overtaken general-purpose servers for the first time. Five sub-sectors shape the next leg.
Jul 25, 2026 at 10:28 9 9
Huawei announces CloudRobo at WAIC: an embodied AI platform that follows the SERES playbook (components + industrial soft power). The Chinese tiger of embodied AI takes the stage.
Jul 22, 2026 at 12:41 12 8
Japan's largest developer commits $9bn to a data-center building spree, just as Southeast Asia's AI ambitions collide with a grid that can't keep up. The AI cycle's next phase is a real-estate and electricity story - and Asia is where it's playing out first.
Jul 11, 2026 at 11:41 5 8
Samsung plans to build the base die of HBM5 using its 2nm process, aiming for a 50% speed improvement. Memory is no longer just about increasing capacity; it's also about leveraging advanced logic-node economics.
1 h ago 10 11
Oklo and X-energy formalize their support for the US push for nuclear power in AI. Modular reactors (SMRs) move from deck idea to capex line.
Jul 22, 2026 at 12:41 12 8
Nikkei Asia documents the alignment of SoftBank, Sony, and Honda on a common Japanese AI stack, powered by Nvidia. After Toyota (Woven City), Fujitsu, and Yaskawa, the consumer trio completes the circle: Nvidia becomes the OS of the Japanese industry.
Jul 16, 2026 at 21:46 7 8
The term is on the rise, the Pragmatic Engineer investigation concludes to a mix of triggers, cron jobs, and LLM slop. A real underlying question remains: who possesses the robustness of an observe-decide-act loop powered by LLM?
Jul 15, 2026 at 12:34 27 7
Separate what models actually do from what is attributed to them. Discipline is lacking more than compute power.
Jul 13, 2026 at 02:20 33 8
Moonshot AI (Kimi) partners with Agricultural Bank of China and American Express to launch a credit card whose interface, customer relationship, and scoring are powered by a Chinese LLM. This is the first time a Chinese LLM has been placed at the heart of a major banking product.
Jul 11, 2026 at 17:19 3 10
