Apple’s next big category is the smart home – and it has a launch date

by nouman | Sep 30, 2026 | Amazon, Apple, Electronics and hardware, Google, John Ternus, News, Sections

Apple’s smart-home hub will recognise household members and personalise responses, putting AI on walls and countertops.

Africa’s internet bridge to the US gets an upgrade

by nouman | Sep 30, 2026 | Adriano Caldevilla, Algar Telecom, Angola Cables, Antel, Ciena, Fernando Capella, Google, Internet and connectivity, News, Sections

New Ciena equipment will let the Angola-Brazil-US cable route carry more data without laying new fibre.

Anthropic bets AI will outstrip electricity and the internet

by nouman | Sep 29, 2026 | Alphabet, Amazon, Anthropic, Dario Amodei, Elon Musk, Google, Investment, Meta, News, OpenAI, Sections, SpaceX, xAI

Anthropic plans to spend US$518-billion on computing and infrastructure as it eyes a $2-trillion listing.

Huawei is ramping up spending on R&D

by nouman | Aug 31, 2026 | Google, Huawei, Investment, News, Sections, T-Mobile

Revenue is growing again, but the bill for replacing US technology is showing up in Huawei’s margins.

Nvidia’s best customers are becoming its biggest threat

by nouman | Aug 30, 2026 | AI and machine learning, Amazon, Amazon Web Services, AMD, Anthropic, Arthur Goldstuck, Broadcom, Clément Delangue, Colette Kress, Google, Hugging Face, Jensen Huang, Meta Platforms, Microsoft, News, Nvidia, OpenAI, Sections, World Wide Worx

Buying open-source AI hub Hugging Face is less about revenue than about defending Nvidia’s chip empire from within.

Forget the iPhone: Apple’s real next act is your home

by nouman | Aug 27, 2026 | Amazon, Anthropic, Apple, Electronics and hardware, Google, John Ternus, Johny Srouji, News, Nvidia, OpenAI, Sections, Tim Cook, TrendForce

The clue to what comes next is a small aluminium box Apple announced this week with no keynote at all.