Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits
Foldable phone demand shifts as wider models challenge flip designs
LG Electronics posts strong second quarter as new businesses drive growth
Infineon raises 2026 outlook as AI demand drives record quarterly revenue
Infineon Technologies reported record quarterly revenue for its fiscal third quarter ended June 30, fueled by booming demand for power semiconductors used in AI data centers, and raised its full-year guidance on stronger-than-expected growth.
Anthropic’s scramble for compute is reshaping how AI labs finance their chips
Anthropic’s US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude developer is treating compute procurement less like a vendor relationship and more like a hedging strategy.
Analysis: Musk’s empire closes in on China — from orbit to the factory floor
SpaceX’s rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond any single industry, as Musk’s companies increasingly compete across sectors Beijing considers priorities. The combination of Starlink’s expanding orbital footprint, SpaceX’s accelerating AI business, and Tesla’s manufacturing scale could give Musk an unusually integrated platform spanning technologies central to China’s efforts to build competing capabilities and reduce dependence on foreign systems.