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Eddie Wu

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AI chip and infrastructure rally faces volatility

52 clusters · 381 sources · last updated

Latest: Intel CEO discusses potential collaboration with AMD

The AI-driven semiconductor and infrastructure rally continues to face volatility as companies navigate high valuations and massive capital requirements. Nvidia remains a central driver, recently reporting a 106% year-on

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Alibaba Cloud global infrastructure and AI expansion

5 clusters · 18 sources · last updated

Latest: Alibaba expands cloud and AI capacity to 20 gigawatts by 2032

Following the 2026 Apsara Conference, Alibaba Cloud has detailed a significant global infrastructure expansion and a strategic shift toward ‘Agent-Native Cloud’ architecture. The company plans to establish its first clou

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