Analysis: AI supply chain expansion persists despite concerns over a downturn

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Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansionDigitimes
Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion 125
Metaage posts 17% revenue growth through 3Q26, eyes AI expansionDigitimes
Metaage posts 17% revenue growth through 3Q26, eyes AI expansion 122
Open models can do 90 percent of agentic work at a twentieth of the cost of a frontier LLM: GartnerThe Register
Open models can do 90 percent of agentic work at a twentieth of the cost of a frontier LLM: Gartner 122
TSMC's next US chip plant could land in ShermanDigitimes
TSMC's next US chip plant could land in Sherman 114
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%Digitimes
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20% 111
Google takes Dreambeans to India in bid to bring AI-generated personal stories to the massesTechCrunch
Google takes Dreambeans to India in bid to bring AI-generated personal stories to the masses 110
Architect creates open-source replacement for VM migration tool VMware has hiddenThe Register
Architect creates open-source replacement for VM migration tool VMware has hidden 110
Apple Requiring Developers to Disclose Location Sharing and Dating Features in AppsMacRumors
Apple Requiring Developers to Disclose Location Sharing and Dating Features in Apps 109


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