Sunday, August 2, 2026

As Taiwanese server makers expand in Mexico, the country has become the second-largest supplier of servers to the US, behind Taiwan, with $46.9B in YTD sales (Financial Times)

Financial Times:
As Taiwanese server makers expand in Mexico, the country has become the second-largest supplier of servers to the US, behind Taiwan, with $46.9B in YTD sales  —  Factories churning out servers for data centres are pushing exports to record levels



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A look at the narrowing US-China AI gap, as a spate of compelling, low-cost releases makes Chinese AI models increasingly attractive to businesses (Bloomberg)

Bloomberg : A look at the narrowing US-China AI gap, as a spate of compelling, low-cost releases makes Chinese AI models increasingly att...