Chelsea_Sun
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Envision Group's Chairman Aims to Build Energy AI Foundation Model Bigger, Stronger Than U.S. in Three Years“Traditional AI can only recognize relationships; it cannot construct causality,” Zhang said. “The future lies in physical AI, which will allow us not just to understand the world but to change it.”
AI-Native Cloud Providers Like GMI Cloud Poised to Lead Next Wave of GenAI Adoption in Asia-Pacific, Says IDC ReportThe report forecasts explosive growth in GenAI adoption across the Asia-Pacific (APAC) region. By 2025, 65% of enterprises are expected to have more than 50 GenAI use cases in production, with over a quarter planning to exceed 100 active deployments.
China’s INMO Races Ahead of Meta in AI Glasses Innovation, Eyes Profitability by Year-EndINMO CEO Yang Longsheng believes success in the consumer market hinges not just on functionality but on fashion. “AI glasses should be a blend of style and practicality,” he said. “If you want mass adoption, fashion comes first.”
Oracle Confirms Deal with Meat, Sees AI Cloud Margin Up to 40% to Reassure InvestorsIn just 30 days of the current quarter, Oracle's cloud infrastructure unit signed $65 billion in new cloud infrastructure commitments, coming from four customers rather than OpenAI, and one of these customers is Meta.
TSMC Q3 Profit Rises 39% to Record, Upgrades Annual Outlook with Confidence in Strong AI DemandTSMC raised annual revenue growth for the second time in three months. "Conviction in the AI megatrend is strengthening, "CEO C.C. Wei said. "The AI demand actually continues to be very strong, stronger than we thought three months ago."
Tim Cook Tells Chinese Commerce Minister Apple Ready to Help Promote China-U.S. CooperationThe minister said the Trump administration intensively rolled out restrictive measures following the Madrid talks last month, and severely harmed China's interests and undermined the atmosphere of bilateral economic and trade talks.
Microsoft Fuels AI Frenzy with $14 Billion Infrastructure Deal, Joins in Purchase of Aligned Data Centers for $40 BillionLondon-based AI cloud company Nscale signed an expanded deal with Microsoft to deploy around 200,000 Nvidia GB300 GPUs for AI infrastructure across Europe and the U.S. , one of the largest AI infrastructure contracts ever signed.
Broadcom Launches Nvidia Rivaling Networking Chip as $10 Billion Customer Remains a MysteryBroadcom CEO at an earnings call last month said the company had secured $10 billion in orders for its custom AI chips from a fourth customer. Given the major order, Broadcom expected its outlook for fiscal year 2026 will improve "significantly" from what it had indicated in the previous quarter.
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