Global
The European Union is entering a new phase of thinking about economic security. At a meeting of ministers in Denmark, which holds the rotating presidency, there was a proposal to impose additional conditions on Chinese investment in Europe – including the compulsory transfer of technology and know-how. This is a clear
Global
UK start-up Nscale, which specialises in infrastructure for artificial intelligence, has signed an extended deal with Microsoft. As part of the collaboration, the company will supply around 200,000 Nvidia chips to data centres in the US and Europe – one of the largest contracts of its kind announced publicly. According
Global
Tim Cook returns to Beijing with a clear message: Apple does not intend to abandon China as a strategic market and technology base. In a meeting with Industry Minister Li Lecheng, the Apple boss declared the “opening of a new chapter” of cooperation, although no specific amounts of investment were
Global
Intel is back in the game for the AI market, announcing a new data centre GPU, Crescent Island, at the Open Compute Summit. The chip is due to debut next year and, according to the company’s statement, will be optimised not for impressive benchmarks, but for operating economics: cost
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Broadcom is entering a key phase of competition in the artificial intelligence infrastructure market. The company has announced the launch of Thor Ultra, a new networking chip designed to support giant AI computing clusters, connecting hundreds of thousands of accelerators. This is a direct response to Nvidia’s dominance not
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Oracle and AMD are stepping up their collaboration, setting their sights on future generations of AI infrastructure. According to the companies’ announcement, Oracle will begin offering cloud services based on upcoming AMD MI450 chips – processors designed specifically for artificial intelligence workloads. The first 50,000 chips will hit Oracle’s
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Ericsson ‘s shares rose by more than 13% after the publication of its third quarter results – the highest one-day jump since 2018. Investors were mainly surprised by the better-than-forecast operating profit: adjusted EBIT amounted to SEK 15.4 billion, compared to the consensus expectation of 14.1 billion. For the
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Samsung Electronics announces its biggest quarterly profit in more than three years. This signals that the DRAM and NAND memory market is regaining momentum – although paradoxically not thanks to the most advanced AI chips, but conventional memory, whose global shortages are driving up prices. According to the company’s estimates,
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OpenAI, the creator of ChatGPT, is taking another step towards technology independence – this time by announcing a partnership with Broadcom to design its own AI processors. It’s a decision that could define the balance of power in the semiconductor sector, but also reveals growing pressure to secure computing power
EU
There is growing pressure on businesses in the UK to treat cyber security not as a cost, but as a foundation for operational continuity. The latest report from the National Cyber Security Centre (NCSC) reveals a 50 per cent year-on-year increase in ‘highly significant’ cyber incidents. These are attacks that
Global
Global smartphone shipments rose 2.6% in the third quarter to 322.7 million units, according to the latest data from IDC. This is the second consecutive quarter of rebound after years of stagnation, suggesting that consumers are once again beginning to consider the smartphone as a key personal device
Global
Salesforce is officially opening a new chapter in its AI strategy by making the Agentforce 360 platform available worldwide. It’s a move that demonstrates how quickly the market for business tools is evolving – from simple generative models to agents capable of taking real action on behalf of the user.