Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is “absolutely real” and that the industry remains in an early phase of growth.

US President Donald Trump abruptly called off a highly anticipated White House signing ceremony for a sweeping executive order intended to establish a federal safety vetting framework for advanced artificial intelligence (AI) models.

Reliance’s pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India’s clean energy transition and raising questions about supply chain resilience in critical infrastructure.

Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two companies as cloud providers race to reduce dependence on Nvidia hardware and secure a stronger position in the AI infrastructure market.