Oracle's credit downgrade deepens the AI-capex debt question
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
Jul 19, 2026 at 16:34 21 8
Inside Shanghai's Robot Carnival: China's Humanoid Industry Has Left the Lab
MIT Technology Review sent a correspondent to a humanoid robot event in Shanghai described as a "carnival"—and the BBC profiled Chinese factory workers saying, *"I went to sleep, and the world changed."* The picture that emerges isn’t of a country racing to catch up. It’s of an industry that has already moved from benchmark competition to volume deployment and public demonstration.
Aug 25, 2026 at 16:23 4 5
Nvidia's $500B GPU recycling plan: brilliant vendor economics, real systemic risk
Nvidia is reportedly planning a $500 billion program to vendor-finance data center deployments using older-generation GPUs—converting stranded inventory into recurring revenue while deepening the AI industry's structural debt dependency.
Aug 13, 2026 at 20:42 13 11
AI data centers are raising your electricity bill - mapped
A new interactive map documents where AI data center growth is translating directly into higher residential power bills—and the geography is more concentrated than the industry would prefer to admit.
Aug 4, 2026 at 23:33 10 9
Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
Aug 3, 2026 at 13:20 14 13
CXMT closes in on LPDDR6 mass production at 12,800 Mbps - the Chinese memory step-up
ChangXin Memory Technologies nears mass production of 12,800 Mbps LPDDR6 mobile DRAM—a real technological leap for China's memory industry, months after its IPO surge.
Aug 1, 2026 at 09:40 16 13
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 19 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
Korean banks pivot to 'AI vs AI' after the Hugging Face lesson
The big four Korean financial groups roll out AI-native defensive stacks - Woori's Xint, Hana's HASF, Shinhan's generative pentests, KB in build - as the OpenAI-Hugging Face incident becomes the industry's proof point.
Jul 29, 2026 at 12:46 18 11
Singapore's MAS and ABS set up an industry-wide taskforce for frontier-AI cyber threats
The ACT taskforce brings the central bank, the banking association and the plumbing (SGX, NETS, BCS) into one room - the frontier-AI cyber pivot lands on the sell side.
Jul 29, 2026 at 12:46 13 13
Neural Signals as Language: The Startup Making Brain-Computer Communication a Product, Not a Lab Project
A startup profiled by Tech in Asia is using neural signals to restore communication in people who have lost the ability to speak. The technology—reading motor-neuron firing patterns and converting them to text or speech—is moving from academic demonstration to productized clinical application. The AI layer that makes this possible is less exotic than it sounds.
Aug 25, 2026 at 16:27 9 10
X Square Beats Figure AI's Benchmark by 45%: China's Humanoid Compression Hits the Leaderboard Again
X Square specifically targeted Figure AI's published benchmark on robotic manipulation tasks - then claimed to have beaten it by 45%. Combined with Wall-B sorting at 70% lower hardware cost, LimX Dynamics matching Figure's capabilities, and Tiangong Omni earning full marks on work tasks, the pattern is structurally clear: Chinese humanoid labs are running a capability-per-dollar compression that mirrors what DeepSeek did to GPT-4.
Aug 25, 2026 at 16:27 8 8