The neocloud's latest loan shows how AI infrastructure is becoming a debt-fueled arms race with big implications for capital costs.

The mystery model that topped OpenRouter for days was a disguised preview from Z.ai, and the win is being celebrated as a milestone for Chinese AI chips.

Taiwan's Powertech plans to mass-produce panel-level packaging for AI chips in 2027, a cost-cutting breakthrough that could challenge TSMC's dominance.