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Meta launches Meta Compute initiative to build gigawatt-scale AI infrastructure this decade

Mark Zuckerberg announced Meta Compute, a new top-level initiative to aggressively expand the company's AI infrastructure. Meta plans to build tens of gigawatts of computing capacity this decade and hundreds of gigawatts over time. The effort will be led by infrastructure chief Santosh Janardhan and former Safe Superintelligence co-founder Daniel Gross, working closely with newly appointed president Dina Powell McCormick.

Technology14 sources

Meta launches Meta Compute initiative to build gigawatt-scale AI infrastructure this decade

Technology14 sources

CoreWeave CEO Rebuts Nvidia Circular Financing Claims as Stock Surges 12% on AI Cloud Confidence

CoreWeave CEO Michael Intrator forcefully rejected circular financing allegations involving Nvidia, calling the narrative mathematically unsound. The company's stock jumped 12% after Intrator addressed concerns about GPU useful life and debt-fueled expansion, while revealing older A100 chips retained 95% of their original value in renewed contracts.

Business3 sources

CoreWeave CEO Rebuts Nvidia Circular Financing Claims as Stock Surges 12% on AI Cloud Confidence

Business3 sources

TSMC calls AI demand 'endless' as chipmaker commits $56 billion to fuel sustained AI boom

Taiwan's TSMC reported record Q4 earnings of $16 billion and announced capital expenditure of up to $56 billion for 2026, signaling confidence in years of continued AI chip demand. CEO C.C. Wei personally verified demand with cloud service providers before committing to the massive spending increase, despite industry-wide AI bubble concerns.

Business35 sources

TSMC calls AI demand 'endless' as chipmaker commits $56 billion to fuel sustained AI boom

Business35 sources

UAE and Qatar join Pax Silica, Trump's US-led coalition to secure global AI supply chains

The United Arab Emirates and Qatar have joined Pax Silica, a US-led coalition focused on securing AI and semiconductor supply chains. The Trump administration's economic security initiative now includes eight nations and aims to reduce dependence on China while strengthening economic ties among allied partners across critical minerals, semiconductors, and data infrastructure.

Policy5 sources

UAE and Qatar join Pax Silica, Trump's US-led coalition to secure global AI supply chains

Policy5 sources

China AI leaders warn widening gap with US can't be closed by capital alone after $1B IPO week

Despite raising over $1 billion through IPOs in Hong Kong, China's top AI executives admit the country faces a widening gap with US counterparts. Alibaba's Qwen chief puts the odds of leapfrogging OpenAI and Anthropic at less than 20% over the next three to five years, citing compute shortages and US export controls as critical bottlenecks that fresh capital cannot solve.

Technology8 sources

China AI leaders warn widening gap with US can't be closed by capital alone after $1B IPO week

Technology8 sources

Xpeng shifts to physical AI, plans robotaxi trials and humanoid robot production by 2026

Chinese EV maker Xpeng is repositioning itself as a physical AI company rather than just an automaker. CEO He Xiaopeng announced plans to begin street trials for robotaxis soon and start mass production of humanoid robots in the second half of 2026, leveraging its in-house Turing AI chip to compete with Tesla in the robotics market.

Technology2 sources

Xpeng shifts to physical AI, plans robotaxi trials and humanoid robot production by 2026

Technology2 sources

India Eyes Manufacturing NVIDIA's DGX Spark AI Supercomputer and Sovereign GPUs Locally

India's IT minister Ashwini Vaishnaw met with NVIDIA officials to explore manufacturing the DGX Spark, dubbed the world's smallest AI supercomputer, in India. The discussions also covered developing sovereign GPUs as India accelerates its artificial intelligence capabilities with local production of high-end data processing devices.

Technology2 sources

India Eyes Manufacturing NVIDIA's DGX Spark AI Supercomputer and Sovereign GPUs Locally

Technology2 sources

Elon Musk's xAI commits over $20 billion to Mississippi data center amid environmental concerns

Elon Musk's artificial intelligence company xAI announced a $20 billion investment to build a data center in Southaven, Mississippi—the largest private investment in state history. The facility, called MACROHARDRR, will contribute to what xAI claims will be the world's largest supercomputer with 2 gigawatts of computing power. However, the expansion faces scrutiny from environmental groups and local coalitions concerned about air pollution in predominantly Black communities.

Technology9 sources

Elon Musk's xAI commits over $20 billion to Mississippi data center amid environmental concerns

Technology9 sources

Rokid's $299 AI glasses take aim at Meta with screenless design and neural wristband partnership

Rokid launched its AI Glasses Style at CES 2026, positioning them as a lighter, cheaper alternative to Meta's Ray-Ban smart glasses. Priced at $299 and weighing just 38.5 grams, the screenless device focuses on voice-first AI interactions powered by ChatGPT-5. A partnership with Mudra brings neural wristband control to the mix, offering hands-free computing at a fraction of Meta's ecosystem cost.

Technology2 sources

Rokid's $299 AI glasses take aim at Meta with screenless design and neural wristband partnership

Technology2 sources

Samsung profit triples to record $13.8B as AI demand sends memory prices soaring 313%

Samsung Electronics forecasts record quarterly profits of $13.8 billion in Q4, triple the previous year's results, driven by explosive demand for AI servers. Memory prices have surged dramatically, with DRAM contract prices up 313% year-over-year and another 60% increase expected in Q1 2026. The memory chip shortage shows no signs of relief until at least 2027.

Business7 sources

Samsung profit triples to record $13.8B as AI demand sends memory prices soaring 313%

Business7 sources

Arm launches Physical AI division to expand presence in robotics and automotive markets

Chip design company Arm Holdings reorganized its business at CES 2026 to create a new Physical AI division focused on robotics and automotive technology. The UK-based firm now operates three core units, combining automotive and robotics under one umbrella due to shared requirements for power efficiency, safety and reliability.

Business5 sources

Arm launches Physical AI division to expand presence in robotics and automotive markets

Business5 sources

Ugreen launches AI NAS with up to 64GB RAM and on-device intelligence for private cloud storage

Ugreen unveiled its NASync iDX Series at CES 2026, introducing AI-powered network-attached storage that processes data locally without cloud dependency. The iDX6011 and iDX6011 Pro feature Intel Core Ultra processors with up to 64GB of RAM, enabling natural language search, automatic photo organization, and voice transcription entirely on-device. With prices starting at $999 during early-bird preorders, these systems target creators and production teams seeking intelligent data management with enhanced privacy.

Technology3 sources

Ugreen launches AI NAS with up to 64GB RAM and on-device intelligence for private cloud storage

Technology3 sources

xFusion hires Citic Securities for IPO as China's AI server market heats up

xFusion, China's leading AI server provider, has hired Citic Securities to prepare for an initial public offering. The former Huawei subsidiary recorded sales exceeding $5.72 billion in 2024 and joins a wave of Chinese AI chipmakers tapping into investor enthusiasm for AI companies amid U.S. technology restrictions.

Business2 sources

xFusion hires Citic Securities for IPO as China's AI server market heats up

Business2 sources

Lenovo and Nvidia unveil AI Cloud Gigafactory to deploy enterprise AI in weeks at CES 2026

Lenovo and Nvidia announced a major partnership at CES 2026 in Las Vegas, introducing the AI Cloud Gigafactory program designed to accelerate enterprise AI deployment. The collaboration enables AI cloud providers to bring data centres online in weeks rather than months, using liquid-cooled infrastructure and Nvidia's Blackwell Ultra chips. Lenovo also unveiled Qira, a cross-device personal AI system that works across PCs, phones, tablets and wearables.

Technology4 sources

Lenovo and Nvidia unveil AI Cloud Gigafactory to deploy enterprise AI in weeks at CES 2026

Technology4 sources

Lenovo ThinkBook Plus Gen 7 Auto Twist brings motorized screen tracking to business laptops

Lenovo is turning its concept laptop into reality with the ThinkBook Plus Gen 7 Auto Twist, launching June 2026 at $1,649. The AI laptop features a motorized hinge that automatically rotates the screen to follow users during meetings and presentations, using camera-based head tracking similar to Apple Center Stage. Beyond the novelty, it packs Intel Core Ultra Series 3 processors and qualifies as a Copilot+ PC.

Technology4 sources

Lenovo ThinkBook Plus Gen 7 Auto Twist brings motorized screen tracking to business laptops

Technology4 sources

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