Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs
Musk assembles Intel, SpaceX talent for Tesla wafer fab ambitions
Tesla and SpaceX are already converging around chips, talent and manufacturing under Terafab, even before any merger speculation turns into reality.
Western automakers tap defense manufacturing to absorb idle capacity as military spending surges
MA-tek hits record June revenue on rising AI chip testing demand, CPO complexity
AI’s new gatekeepers: US and China tighten grip on frontier models
The world’s most powerful AI models are encountering a new constraint beyond chips, data and engineering talent: governments increasingly want a say in when frontier systems are released, who may access them and which capabilities should remain restricted.
AI era accelerates Foxconn’s shift to global 24-hour cybersecurity coverage
Foxconn is using AI and coordinated security teams across Asia, Europe and the Americas to defend against cyberattacks as enterprises increasingly adopt AI. Chief Information Security Officer Wei-Bin Lee said that the company’s global footprint makes it a prime target.
ChainSea Information Integration lifts first-half revenue to record on AI customer service demand
Column: Steel industry shifts from capacity to performance
As infrastructure upgrades, rail decarbonization, and the reshaping of critical materials supply chains accelerate, the steel industry is moving away from mass production and into a new competitive stage that combines high-performance materials, smart manufacturing, and low-carbon development. What once centered on capacity, cost, and supply is now defined by material performance, process precision, carbon management, and international certifications.