Tech News by InClicks

▲ SoftBank's battery bet on AI's power crisis AI data-center batteries are large-scale energy storage systems (ESS) that buffer the massive electricity demand of modern AI workloads. As generative AI services like ChatGPT push power consumption beyond what conventional grids can handle, batteries are emerging as the missing piece of AI infrastructure. Japan's SoftBank just placed one of the biggest bets in the space. Why AI Data Centers Need Batteries Now Generative AI has driven a step-change in data-center electricity use. The problem is supply-side: existing transmission grids weren't designed to deliver this much power reliably around the clock. That's where ESS comes in. Large-scale batteries absorb peak loads, smooth out grid variability, and keep AI servers humming when the grid can't. Bloomberg framed this as the next phase of AI infrastructure, calling SoftBank's move "one of the largest facilities in Japan" per BloombergNEF data...

▲ Samsung union strike May 21, $11.7B AI memory at risk A Samsung Electronics wage strike is a planned 18-day production halt by the world's largest memory-chip maker after labor negotiations collapsed on May 12, 2026. The dispute matters far beyond Korea: Samsung is the first company to mass-produce HBM4, the high-bandwidth memory (the ultra-fast chip type designed to feed AI accelerators) destined for NVIDIA's next-generation Vera Rubin platform. An 18-day shutdown could ripple through every AI service you use. Why the Samsung Strike Erupted Now Bloomberg reported exclusively on May 12, 2026 that Samsung and its labor union failed to reach a wage agreement after a 17-hour marathon mediation session at South Korea's National Labor Relations Commission. The breaking point was bonuses tied to Samsung's AI-driven profit surge. Samsung's Q1 operating profit hit a record $40 billion , an eightfold year-over-year jump, and the company crossed the $1 trillion ...

▲ Morgan Stanley: China humanoid robot lead A humanoid robot is a human-shaped, AI-powered machine designed to perform a wide range of physical tasks. On May 7, 2026, Morgan Stanley released a research note arguing that this humanoid robot wave will be China's next big lever for global manufacturing dominance - the same way EVs were a decade ago. For US reshoring policy and American robotics startups, this is not a soft signal. Why did Morgan Stanley publish this report now? The note is led by Morgan Stanley's chief economist Chetan Ahya . He argues the current humanoid robot moment looks strikingly similar to the early EV days, when only a handful of analysts called China's eventual lead. The result, of course, is the global auto industry we see today - reshaped end-to-end by Chinese supply chains. China is not relying on private capital alone. Its 15th Five-Year Plan elevates robotics to a core national growth pillar, and AI research inside China is shifting hea...

▲ Claude limits doubled overnight after SpaceX deal Claude usage limits are the 5-hour rolling caps Anthropic applies to its paid plans (Pro, Max, Team, Enterprise) for Claude Code and the Claude API. As of May 6, 2026 , those caps just doubled. Anthropic leased SpaceX's Colossus 1 data center in Memphis - roughly 220,000 NVIDIA GPUs and over 300 megawatts of capacity - in a single deal. What exactly changed in Claude limits Anthropic's announcement covers three changes that took effect the same day. Claude Code's 5-hour usage caps doubled across all paid tiers - Pro, Max, Team, and seat-based Enterprise. The peak-hours throttle that quietly cut Pro and Max usage during daytime is now removed . Claude Opus API rate limits were also raised significantly, which directly benefits enterprise developers running heavy workloads. ▲ Three changes: 5-hour 2x, peak removed, Opus API up The SpaceX-Anthropic compute deal behind it Looser limits required raw compute. Anth...

▲ $2.5B Nvidia chips reached China via Thailand Nvidia chip smuggling refers to the practice of routing US export-restricted Nvidia AI accelerators to China through third countries that face fewer trade barriers. According to a Bloomberg exclusive published on May 8, 2026, roughly $2.5 billion worth of Super Micro servers loaded with advanced Nvidia chips were funneled to China through Bangkok-based OBON Corp, with Alibaba named as one of multiple end customers. The story sharpens a question Washington has been ducking for years: do the export controls actually work? Why Nvidia chip export controls are under pressure Since 2022, the US has effectively required licenses to ship Nvidia's data-center accelerators - H100, H200, B200, B300 - to China. The economic pull against that wall is enormous. Nvidia B300 servers reportedly trade at around $1 million in China's gray market, roughly twice the US list price. That premium funds a chain of brokers, freight forwarders and...

▲ AI chip power shift, NVIDIA throne cracking The AI chip power shift refers to Wall Street capital rotating out of NVIDIA's GPUs and into Intel, AMD and Micron as the next phase of the AI buildout takes hold. If you own NVIDIA stock, this is the week to take notice. CNBC framed the move on May 8, 2026 as "the changing of the guard in AI." Why is the AI chip power shift happening now? Phase one of the AI boom was training - hyperscalers buying NVIDIA GPUs by the tens of thousands. That phase is past peak. Big Tech has stockpiled enough training silicon. Phase two is inference (running trained AI in real services), and that workload leans far more on CPUs and memory than on raw GPUs. A memory supercycle is now in full swing. HBM (High Bandwidth Memory - a chip type that feeds AI accelerators at very high speed) is in shortage, and standard DRAM prices are spiking. That has rerated memory makers almost overnight. ▲ Intel +200%, Micron +750%, NVIDIA +15% What num...