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CHINESE DATA CENTER COMPONENTS RESTRICTIONS
Donald Trump administration weighs ban on Chinese AI data centre gear importsThe Trump administration is drafting a ban on new Chinese data center component imports. This measure aims to protect critical infrastructu...- US stocks: S&P 500, Dow hit record highs on strong AI-linked earnings, Mideast deal hopesWall Street's S&P 500 index reached a new intraday record high on Tuesday. Upbeat artificial intelligence forecasts from Caterpillar and Pa...
- CoreWeave expands into Indonesia, announces first data center in Asia-PacificAI cloud firm CoreWeave is expanding into Indonesia with three new data centers. This move marks their first data-center presence in the As...
- Trump administration drafting ban on Chinese data center devices, sources sayThe Trump administration is drafting a ban on new Chinese data center component imports. This measure aims to protect critical infrastructu...
- Tata’s battery unit turns to own tech for making lithium cellsTata's Agratas unit is developing its own lithium iron phosphate battery technology. This move comes as China tightens export restrictions ...
- China steps up protection for chip designs in revised regulationsChina is beefing up its defenses for homegrown chip designs. New regulations are being rolled out to offer stronger legal protection, aimin...
- India proposes extending tax breaks for contract manufacturing in a boost for AppleIndia has proposed extending tax exemptions until 2041 for foreign companies supplying machinery and components to contract manufacturers, ...
- India's data centre capacity may reach 3-3.6 GW by 2030, hyperscalers to drive growth: Axis CapitalThe report noted that publicly announced capacity targets of 6-8 GW by 2030 appear aggressive. A more realistic estimate is 3.4-3.6 GW of p...
- India enters the story as China begins to rewrite the chips playbookIndia and China are pursuing sharply different semiconductor strategies. While China is developing domestic lithography machines to reduce ...
- Banks in talks to lend $15 billion for Anthropic data center backed by Google: WSJBig Tech has been pouring billions of dollars into AI data centers and computing power as demand continues to outstrip supply.
- France's Schneider Electric raises 2026 guidance on data-centre demandSchneider, once known primarily for industrial components like fuses and circuit breakers, now builds the backbone of data centres, suppl...
- AI data centre supplier Zhongji InnoLight tumbles on Hong Kong debutShares in Chinese data centre supplier Zhongji InnoLight tumbled more than nine percent in its Hong Kong debut on Thursday, after raising a...
- Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerateShares of the company were down more than 4% in extended trading on Wednesday, while Apple shares were flat.
- NextEra, Brookfield plan $100 billion Kentucky data center campusNextEra, the largest US utility, would deliver 2 gigawatts of natural gas-fired power and 2.6 GW of battery storage capacity to support the...
- Trump administration bans new Chinese humanoid robots, to protect US AI buildoutThe United States has banned new Chinese robots and power inverters. These measures aim to protect national security and reshore key indust...
- In 1999, a farmer donated land for a children's park, now it's home to a $1 billion data center sparking a bitter community fightTaylor data center controversy: A ten-dollar land deal for a future park in Taylor, Texas, now faces a billion-dollar data center proposal....
- Meta, BlackRock partner on $14 billion El Paso data centerMeta Platforms and BlackRock are developing a $14 billion data center campus in El Paso, Texas. BlackRock-managed funds will own eighty per...
- Nvidia behind $50 billion lease on Texas data center, FT reportsIn an impressive move, Nvidia is reportedly set to lease Hut 8's data center in Texas, with the value of the arrangement potentially soarin...
- Global Market: Zhongji Innolight raises $6.81 billion in Hong Kong listing, Asia’s second-biggest IPO of 2026Chinese optical components maker Zhongji Innolight has priced its Hong Kong share sale at HK$980 per share, raising HK$53.41 billion in the...
- China's memory chip makers ride AI boom to new power, US scrutinyChinese chipmakers CXMT and YMTC are now dictating memory chip prices globally. These companies are securing significant deals with major C...
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