ThursdayAug 27, 2026 10:00 am

Taiwan Charges 9 With Exporting Advanced AI Servers to China

On Monday, prosecutors in Taiwan charged nine individuals with offences linked to the illegal export of high-end AI equipment to mainland China. The accused include two people that work with Super Micro and one that works with Nvidia. This case marks another flashpoint in the technology rivalry between Beijing and Washington. According to prosecutors, 74 servers successfully reached mainland China through the efforts of the accused people. These B300 GPU servers reached China in different ways and batches, according to investigators. Fifty were shipped through Indonesia, 16 moved directly from Taiwan to China, while eight took a complex route through…

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ThursdayAug 27, 2026 10:00 am

US House Lawmaker Calls for Federal Law on Self-Driving Vehicles

Rep. Erin Houchin, a Republican from Indiana, has called for action on draft legislation before Congress aimed at regulating the rapidly growing self-driving car industry. The bill, dubbed the SELF DRIVE Act, seeks to place self-driving vehicles under the authority of the NHTSA (National Highway Traffic Safety Administration). The bill also seeks to increase the safety requirements that these vehicles must adhere to, while also requiring the sharing of more data on crashes involving self-driving cars. Houchin expressed her views during an event that was hosted in Washington, D.C., by the media firm Axios. This event coincided with the Freedom…

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TuesdayAug 25, 2026 10:00 am

New Challenges and Opportunities Emerge for Storage Chip Manufacturers

For a long time, storage chips have been a standardized commodity whose market is cyclical. First comes a growth in demand from segments like consumer electronics, then comes a ramp-up of manufacturing capacity by all fabs, next is oversupply once all producers pour huge amounts of interchangeable products onto the market, and then the inevitable bust happens as all manufacturers lower prices to get rid of the excess inventory that has flooded the market. The AI boom is rapidly changing the picture. For a while, AI hyperscalers have been content to use the standardized storage chips while building out their…

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FridayAug 21, 2026 10:00 am

How the Gulf Conflict Has Exposed Vulnerabilities within the AI Industry

The ongoing conflict between the conflict between the U.S.-Israeli alliance and Iran has threatened the global economy in many ways, and it has also brought to the fore the previously under-reported vulnerabilities of the semiconductor industry and the AI industry in general. For starters, supply chains were massively disrupted when the war broke out. For example, Iranian attacks on the industrial complex in Ras Laffan, Qatar, disrupted helium supplies and caused prices to more than double since almost 33% of all the helium is produced at this complex. Semiconductor fabs require this gas for their operations, and soaring prices and…

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ThursdayAug 20, 2026 10:00 am

US Retail Sales Record Their Steepest Decline in a Year

Retail sales declined sharply in July, marking their largest monthly decline in more than one year. Data shows sales dropped by 0.6%, a drop that was last recorded in May of last year. The decline has been linked to the after-effects of massive spending during the World Cup, the end of spending linked to tax refunds, and exhaustion from heavy spending during Amazon Prime Day. This sharp drop comes on the heels of a revised June sales increase of 0.2%, which was weaker than what had been predicted by economists. The retail sales decline is coming at a time when…

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TuesdayAug 18, 2026 10:00 am

Challenges to Be Overcome Before Space Data Centers Become a Reality

As terrestrial data centers become increasingly embroiled in controversy due to their huge hunger for power, water and the available space, suggestions have been made to establish these facilities in outer space. While this sounds like a solution that can bypass the challenges faced by terrestrial AI data centers, several obstacles have to first be overcome before space-based data centers can see the light of day. The challenge of cooling those space-based data centers is the biggest obstacle. The satellites housing the data centers are bound to operate in a very hostile environment, and the heat generated by the data…

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FridayAug 14, 2026 10:00 am

Apple Considers Using Chips from Chinese Manufacturer CXMF as Shortages Bite

According to media reports, Apple has been weighing a switch to storage and memory chips produced by Chinese firm CXMF in a bid to offset supply shortages triggered by the AI boom. The American tech company is initially looking to use those chips in the products it sells on the Chinese market. Apple is looking to obtain authorization from the White House to use those China-made chips in its products, such as MacBooks and iPhones, that it sells in China. The tech company has already started conducting tests involving CXMF components in its products. The motivation behind this push has…

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ThursdayAug 13, 2026 10:00 am

AI Hacking Incidents Trigger Rise in Cybersecurity Investment

The past few weeks have been characterized by major tech firms like Meta, OpenAI and Anthropic revealing that their AI agents or models went rogue and hacked into other companies’ systems while those tools were being tested. These incidents have demonstrated how capable AI can be in identifying and exploiting existing vulnerabilities in companies’ systems. As a result, there has been a spike in cybersecurity spending. Recent investment trends in AI show that data centers and advanced chips have claimed most of the capex, and now cybersecurity appears poised to become the next big thing in the AI boom. Blackpanda’s…

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TuesdayAug 11, 2026 10:00 am

Virginia Moves to Make Data Centers Meet the Cost of Power System Upgrades

One of the key objections from communities to proposed data centers around the U.S. has been the rise in electricity bills in order to meet the cost of upgrading grids so that power-hungry data centers can have reliable and sufficient power. Now Virginia is taking steps to ensure that homeowners aren’t saddled with avoidable additional costs for power system upgrades that are geared toward meeting the needs of data centers. State regulators are working on a new order that would ensure that heavy consumers of power, such as data centers, incur the bulk of the costs involved in upgrading grids…

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FridayAug 07, 2026 10:00 am

SpaceX Shares Slump on Plans for Higher Spending on AI

SpaceX released its first earnings report following the firm’s going public back in June. The company’s shares retreated by 9% in the wake of Elon Musk revealing during the earnings call that the firm intends to spend a lot more on AI. Investors were spooked by this revelation. In the report, SpaceX’s revenue at least doubled during the quarter to reach $7.8 billion compared with its revenue in the same quarter last year. However, its spending skyrocketed to $18.3 billion, a more than 6-fold jump from spending in Q2 of 2025. The bulk of this spending was AI-related. SpaceX has…

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