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AI Industry & Strategy

Explore BIG CHANGE reporting on AI Industry & Strategy: what changed, how it works and why it matters.

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Latest reporting

104 stories
Original story: analysis

Agility names Nyobolt as Digit 5 battery partner

Agility named Nyobolt for Digit 5's planned fast-charge battery system. Its run, charge and 20-hour daily-work figures are preliminary company claims, with early access expected in 2027.

888
Original story: analysis

CERN and Mistral plan a physics foundation model

CERN and Mistral signed a statement of intent for AI in physics. Existing CMS reconstruction work predates the proposed foundation-model partnership.

983
Original story: analysis

ASML expects 2027–28 equipment demand to exceed planned supply

ASML reported €11.7 billion in third-quarter sales and said customers' AI investment plans are lifting equipment forecasts. Its projected supply gap for 2027 and 2028 remains a management assessment, while interest in 2029–30 orders has yet to become orders.

845
Original story: analysis

ASE expands PowerSiP for power delivery beneath AI processors

ASE says its PowerSiP expansion lets designers place voltage-regulator modules beneath AI processors. Its claimed 50% or greater reduction concerns parasitic routing losses; the public pages give no test method or system-level measurement.

718
Original story: news

Doctolib plans NVIDIA investment to expand healthcare AI

Doctolib says a planned NVIDIA minority investment will support its AI work. Its existing consultation tools, patient-assistant rollout and clinical plans have different evidence and release stages.

978
Original story: analysis

Yaskawa's orders rise while robotics profit falls

Yaskawa reports record quarterly orders tied mainly to data-center and chip investment, while robotics profit fell. Its AI-robot examples have limited public performance data.

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