By Wen-Yee Lee TAIPEI, May 29 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would ...
By Wen-Yee Lee TAIPEI, May 29 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution. "Many years ago, we had 10 partners. Five years ago, maybe 50 partners. Now we have 150 partners," Huang said. AMD CEO Lisa Su also said last week that the company would invest more than $10 billion in Taiwan's AI sector, adding that it was co-investing with Taiwanese partners to ensure sufficient capacity for expansion in 2026 and beyond. Taiwan boasts a diverse ecosystem crucial for AI data centres that includes AI server manufacturers, packaging and component suppliers. "Taiwan's AI role is moving from a semiconductor story to an infrastructure story," said Ryan Fletcher, a partner at McKinsey & Company. "The question is no longer only who makes the chip, but who can turn it into a powered, cooled, networked and serviceable AI system." NVIDIA'S HUANG TO HOG THE SPOTLIGHT The Computex trade show runs June 2-5 and will be kicked off by a keynote speech from the charismatic Huang on Monday, and deeper ties between Nvidia and its partners could be a key theme. Since arriving in Taiwan, he has held a near non-stop series of meetings and dinners with supply chain executives, including TSMC CEO C.C. Wei, Foxconn Chairman Young Liu and Quanta Computer Chairman Barry Lam. While Computex has traditionally been a show for consumer devices, Nvidia has over the last few years made it more business-oriented. Attention is likely to focus on its data centre products, such as its new Vera Rubin AI computing platform and Vera central processing unit (CPU), as well as on its efforts ...
US defence industry leaders are pushing for deeper commercial cooperation with Taiwan to strengthen its military capabilities, as the island seeks faster ways to bolster deterrence amid Beijing’s mounting military pressure. But they cautioned that such business deals could not replace traditional American arms sales regarded as the backbone of Taiwan ’s defence. Speaking at the Taiwan-US Defence I...
US defence industry leaders are pushing for deeper commercial cooperation with Taiwan to strengthen its military capabilities, as the island seeks faster ways to bolster deterrence amid Beijing’s mounting military pressure. But they cautioned that such business deals could not replace traditional American arms sales regarded as the backbone of Taiwan ’s defence. Speaking at the Taiwan-US Defence Industry Forum in Taipei on Thursday, retired US General Charles Flynn and senior American executives sought to assuage concerns on the island after US President Donald Trump recently described arms sales to Taiwan as a “good negotiating chip” in dealings with Beijing. Advertisement Several American defence contractors said direct commercial sales (DCS) could give Taiwan greater flexibility in acquiring certain military capabilities and in some cases help hasten procurement. The debate has gained urgency as Taiwan faces a backlog of more than US$20 billion in approved US weapons deliveries. 02:55 Peace is a ‘common wish’: Taiwan opposition leader meets Xi Jinping in Beijing in rare visit Beijing sees Taiwan as part of China to be reunited by force if necessary.
panumas nikomkai/iStock via Getty Images Nebius ( NBIS ) had already been one of the fastest-growing AI infrastructure stocks in the industry but the addition of Leopold Aschenbrenner’s 5.6% equity stake transformed everything about market perception and narrative. It indicates that the AI-oriented capital no longer considers NBIS to be a speculative stock but sees it as an opportunity to profit f...
panumas nikomkai/iStock via Getty Images Nebius ( NBIS ) had already been one of the fastest-growing AI infrastructure stocks in the industry but the addition of Leopold Aschenbrenner’s 5.6% equity stake transformed everything about market perception and narrative. It indicates that the AI-oriented capital no longer considers NBIS to be a speculative stock but sees it as an opportunity to profit from AI infrastructure scaling in the future. The reason why the purchase is even more interesting is when it happened. Leopold Aschenbrenner invested in the business at the point where Microsoft, Meta Platforms, and Nvidia had already verified its value, and this supports the strong buy rating. How Leopold's Stake Transformed the Psychology of the Stock Firstly, I consider Leopold Aschenbrenner’s filing to have been of much greater importance than any standard 13G filing, as it fundamentally changes how institutional investors perceive Nebius. Prior to the filing, NBIS could still have been considered simply a momentum-based trade on AI infrastructure given the current conditions of GPU shortages. After the filing, the question became whether Nebius has indeed started becoming one of the beneficiaries of long-term AI scaling. This represents a crucial shift in perspective. Although Leopold Aschenbrenner cannot be said to be a typical hedge fund manager who follows momentum and trends, his investment skills have gained acknowledgment via the "Situational Awareness" theory, which essentially highlights that AI scaling would be limited by compute, energy, and infrastructural constraints. This background information is crucial in evaluating the effect of the document. It is important for me that Leopold has invested only after the Microsoft contract, after the Meta partnership, after the Nvidia venture, and even after the AR growth pattern has emerged clearly. He was no longer speculating on the viability of technological progress. Instead, he was speculating on the inevitabili...
Nato member Romania said on Friday that a drone injured two people in a southeastern city during an overnight Russian attack on neighbouring Ukraine, the first time in the war that a drone had hit a densely populated area in Romania and caused injuries. The incident in Romania, also a member of the European Union, was likely to increase tensions on Nato’s eastern flank at a time when Ukraine’s al...
Nato member Romania said on Friday that a drone injured two people in a southeastern city during an overnight Russian attack on neighbouring Ukraine, the first time in the war that a drone had hit a densely populated area in Romania and caused injuries. The incident in Romania, also a member of the European Union, was likely to increase tensions on Nato’s eastern flank at a time when Ukraine’s allies were worried about Russia’s war on its neighbour spilling over its borders. “We condemn Russia’s recklessness, and Nato will continue to strengthen our defences against all threats, including drones,” a Nato spokesperson posted on X. Advertisement The drone hit the roof of a 10-storey block of flats in Galati and caused an explosion, the Romanian authorities said. “Initial information indicates that the entire load of the Geran 2 drone, of Russian origin, exploded upon impact,” the defence ministry said in a statement. Advertisement Romania, which shares a 650km (400-mile) land border with Ukraine, has experienced Russian drones breaching its airspace 28 times since Moscow began attacking Kyiv’s ports across the Danube River, Romania’s defence ministry said.
Nvidia (NVDA +0.80%) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (INTC 0.72%) and CoreWeave (CRWV +2.48%), accounted for about 71.6% of its portfolio as of March 31. Given th...
Nvidia (NVDA +0.80%) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (INTC 0.72%) and CoreWeave (CRWV +2.48%), accounted for about 71.6% of its portfolio as of March 31. Given that Nvidia is bullish on these stocks, should investors also get in on the action? 1. Intel: 51.6% of the portfolio Intel is one of the leaders in the server CPU (Central Processing Unit) market, which will become increasingly important as we shift toward agentic AI, or autonomous AI systems that can plan and execute tasks, rather than just respond to prompts. CPUs are critical in orchestrating AI agents. Nvidia's CEO, Jensen Huang, predicted that we could eventually have billions of agents. Maybe that sounds optimistic, but it seems at least plausible that agentic AI will take off in the next few years, leading to growing demand for CPUs, which is great news for Intel. But is the stock a buy? It's worth noting that the forward-looking market has already responded. Intel has skyrocketed by almost 500% over the past 12 months. The company's shares look expensive, trading at a whopping 151.5x forward earnings, versus the average of 24.4x for information technology stocks. Expand NASDAQ : INTC Intel Today's Change ( -0.72 %) $ -0.88 Current Price $ 120.89 Key Data Points Market Cap $608B Day's Range $ 116.31 - $ 123.07 52wk Range $ 18.96 - $ 132.75 Volume 3.4M Avg Vol 119.5M Gross Margin 35.90 % Meanwhile, Intel's financial results aren't as strong as we might expect for a company trading at such levels. In the first quarter, the semiconductor leader's revenue increased by just 7% year over year to $13.6 billion. The company performed much better on the bottom line. Its adjusted earnings per share soared to $0.29, up 123% compared to the year-ago period. But it's worth noting t...
Key Points These companies could take off, provided there is sustained demand for their services. However, they might run into meaningful obstacles that could sink their stock prices. 10 stocks we like better than Intel › Nvidia (NASDAQ: NVDA) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is t...
Key Points These companies could take off, provided there is sustained demand for their services. However, they might run into meaningful obstacles that could sink their stock prices. 10 stocks we like better than Intel › Nvidia (NASDAQ: NVDA) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (NASDAQ: INTC) and CoreWeave (NASDAQ: CRWV), accounted for about 71.6% of its portfolio as of March 31. Given that Nvidia is bullish on these stocks, should investors also get in on the action? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Intel: 51.6% of the portfolio Intel is one of the leaders in the server CPU (Central Processing Unit) market, which will become increasingly important as we shift toward agentic AI, or autonomous AI systems that can plan and execute tasks, rather than just respond to prompts. CPUs are critical in orchestrating AI agents. Nvidia's CEO, Jensen Huang, predicted that we could eventually have billions of agents. Maybe that sounds optimistic, but it seems at least plausible that agentic AI will take off in the next few years, leading to growing demand for CPUs, which is great news for Intel. But is the stock a buy? It's worth noting that the forward-looking market has already responded. Intel has skyrocketed by almost 500% over the past 12 months. The company's shares look expensive, trading at a whopping 151.5x forward earnings, versus the average of 24.4x for information technology stocks. Meanwhile, Intel's financial results aren't as strong as we might expect for a company trading at such levels. In the first quarter, the semiconductor leader's revenue in...
Australia’s Fair Work Commission announced a review of its processes to cope with an influx of cases being lodged with the help of generative AI assistance tools, which it said has contributed to an estimated 70% workload increase over a three-year period. The steep increase was due to more people self-representing in workplace cases, budget constraints, resourcing challenges and the “proliferatio...
Australia’s Fair Work Commission announced a review of its processes to cope with an influx of cases being lodged with the help of generative AI assistance tools, which it said has contributed to an estimated 70% workload increase over a three-year period. The steep increase was due to more people self-representing in workplace cases, budget constraints, resourcing challenges and the “proliferation” of GenAI assistance tools, the Fair Work Commission said in a statement Friday. AI and the other factors are directly impacting its ability to “provide timely, efficient and effective dispute resolution services to the community,” it said. The Commission’s remit includes a wide range of areas including maintaining minimum wages and conditions, unfair dismissal claims, discrimination, bullying and workplace sexual harassment. It received 44,039 lodgments between July 2025 and April 2026, with two months left in the financial year. That compared with record lodgments of 44,075 received in the whole 2024–25 financial year period, it said. The Commission’s measures to deal with the increase include trialling a new system where its senior staff help parties try to informally resolve some disputes earlier in the process. It has also reviewed how it manages applications and is considering an AI voice agent to help triage helpline calls. The Fair Work Commission is not alone in the challenges presented by AI. Last month, Radio New Zealand reported that in the property market, there were concerns that tenants were using AI to support their applications to the nation’s Tenancy Tribunal and creating extra work and backlog. The Australian Financial Complaints Authority, which deals with disputes in financial services, told Bloomberg it has seen increased AI use in how consumers engage with financial firms and lodge complaints. “We understand AI can be a helpful tool for consumers,” a spokesperson said via email, adding it can help some people to articulate their concerns. “However, ...
簡樸房｜房屋局：50萬改造「一劏三」屬不正確理解 強調成本相當務實 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】簡樸房條例要求劏房須改建為合規簡樸房，有業主指執行困難，預料要退場。 有劏房業主聯同租客舉行記者會...
簡樸房｜房屋局：50萬改造「一劏三」屬不正確理解 強調成本相當務實 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】簡樸房條例要求劏房須改建為合規簡樸房，有業主指執行困難，預料要退場。 有劏房業主聯同租客舉行記者會，有業主表示自己年紀大，出租劏房為維持收入，若要改建，成本可達50萬元，難以負擔，又需趕走部分租客，預料只可還原單位，不再出租。業主華姐：「希望政府放寬條例，政府要求的標準很難做到，因為要挖掘地面翻新水電，這是很難做到。」業主永姐：「如果整間劏房重建，便要4間拆3間，便要50萬元，那麼我寧願不做了。 房屋局指相信有業主稱需用50萬元改造「一劏三」的資訊，是從不正確的途徑獲得，令業主對簡樸房的要求出現不正確的理解，強調只要分間單位的原本環境並非極度惡劣和狹小，改造成本是相當務實；簡樸房樣板房已清晰展示，每個分間單位平均改造費用約為2.5萬至5萬多元，收費已諮詢業界，絕非「不可能」。
For Immediate Release Chicago, IL – May 29, 2026 – Today, Zacks Investment Ideas feature highlights Alphabet GOOGL. Looking for Cloud Stocks? Use This Zacks Tool Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter ...
For Immediate Release Chicago, IL – May 29, 2026 – Today, Zacks Investment Ideas feature highlights Alphabet GOOGL. Looking for Cloud Stocks? Use This Zacks Tool Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you. Let’s take a closer look at the ‘Cloud Computing’ screen and analyze a stock within, namely Alphabet. Cloud Computing Overview Cloud computing refers to the on-demand, seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud) on a pay-per-use pricing model. It marks a paradigm shift from traditional on-premises infrastructure storage to remote cloud-based storage facilities and relies heavily on virtualization and automation technologies. Instead of buying, owning, and maintaining physical data centers and servers, organizations access a virtual pool of shared resources from a cloud service provider on an as-needed basis. This lowers operating costs, increases productivity with greater agility and flexibility, and improves scalability with higher economies of scale. Please click here to access the Zacks Cloud Computing Thematic Screen. Google Cloud Growth Accelerates Alphabet’s latest cloud results were the primary driver behind its recent post-earnings positivity, with the company quickly becoming one of the most popular players in the industry. Google Cloud revenue throughout its latest period totaled $20.0 billion, crushing our estimate and reflecting a sizable 62.7% YoY growth rate. The cloud acceleration was a huge positive for Alphabet in terms of market sentiment, as cloud growth rates have often dictated post-earnings reactions in recent years. The EPS outlook also remains bullish across the board for the Mag 7 member, a huge positive concerning its share moment...
For many people, retiring in their 50s sounds like the ultimate financial goal. Leaving the workforce early can offer more freedom, less stress, and extra time to enjoy life while your health is still in good shape. But stepping away from work for good in your 50s could have a major impact on your Social Security checks. It's important to understand how retiring in your 50s might impact your futur...
For many people, retiring in their 50s sounds like the ultimate financial goal. Leaving the workforce early can offer more freedom, less stress, and extra time to enjoy life while your health is still in good shape. But stepping away from work for good in your 50s could have a major impact on your Social Security checks. It's important to understand how retiring in your 50s might impact your future income, aside from needing your savings to last longer. How Social Security benefits are calculated Social Security benefits are based on your lifetime earnings history -- specifically, your highest 35 years of income. But if you retire in your 50s, you may not spend 35 years in the labor force. For example, let's say you got your first job at 22 and you retire at 52. That's 30 years of earnings only, which means that for the remaining five years in your benefits formula, you'll have $0 factored in. Those $0s could reduce the retirement benefits you're entitled to, whereas working five extra years and avoiding those $0s could lead to larger Social Security checks. The impact of retiring in your 50s on your Social Security checks could be even more substantial if you took time off earlier in your career or had much lower wages in your 20s and 30s. If you reach your peak earnings around age 50 but retire just a few years later, you could end up with a monthly Social Security benefit you aren't as happy with. How to work around smaller benefits Retiring in your 50s isn't necessarily a bad idea. And if you're doing so because you've accumulated so much savings that you can afford to end your career so young, then your Social Security checks may not matter as much during retirement. But some people retire in their 50s out of necessity, not because they're loaded with savings. You may, for example, have to retire at 57 if you do physical work your body can no longer handle. The good news is that there are steps you can take to offset the smaller Social Security benefits that ma...