AINikkei Asia2h ago — you're late
Surging AI demand causes shortages and price increases across
Surging AI demand causes shortages and price increases across the entire optical supply chain, from lasers and substrates to optical fibers and connectors
TAIPEI — Having already driven massive shortages in memory chips and CPUs, the global artificial intelligence boom is now disrupting …

AIReuters · 2h ago
ByteDance is developing its own CPUs
Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs …
AIBloomberg · 3h ago

Global AI hardware demand is easing China's concerns over a stronger
The global AI investment boom is powering a new wave of Chinese exports and making Beijing more comfortable with a stronger yuan.
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