🧠 Cloud & Infrastructure Watch
Snowflake AI launched an energy solutions suite aimed at power generators and utility companies to optimise grid operations supporting AI workloads.
Read MoreTelefónica announced plans to convert more than 100 legacy copper exchanges into edge data centres to support AI and cloud services across Spain.
Read MoreTencent Cloud revealed plans to expand its data centre footprint across the Middle East to support regional AI and cloud demand.
Read MoreGoogle began rolling out Chrome’s new “Auto Browse” agent, enabling autonomous web navigation tasks powered by Gemini models.
Read MoreServiceNow added another major AI partnership—this time tying more workflows to Anthropic’s models.
Read MoreWhatsApp introduced a new pricing model that charges AI chatbots to operate in Italy, signalling monetisation pressure on bot ecosystems.
Read MoreA telco cloud move paired Nokia with Pure Storage to modernise infrastructure for carrier-grade cloud workloads.
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💻 Hardware & Semiconductor Moves
China approved purchases of Nvidia H200 accelerators for ByteDance, Alibaba, and Tencent, marking a major easing of high-end AI chip procurement.
Read MoreASML reported record new orders driven by continued AI data centre investment, reinforcing sustained demand for advanced lithography tools.
Read MoreAdvantest shares surged after forecasting record sales driven by AI chip testing demand from leading semiconductor manufacturers.
Read MoreSK Hynix overtook Samsung in annual profit for the first time as AI-driven memory demand reshaped the semiconductor market.
Read MoreSamsung reported triple-digit profit growth as AI memory shortages boosted pricing and utilisation across its fabs.
Read MoreA wave of “AI infrastructure” coverage tied hardware demand back to datacentre power limits—chips are shipping, but electrons are the constraint.
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