ComputeLabs Research

AI & Compute Infrastructure — August 28, 2026

Edition of · 22 stories

Macro, Policy & Capital

Federal Reserve Chair Kevin Warsh reaffirmed the 2% Personal Consumption Expenditures inflation target, citing insufficient improvement in underlying inflation.

Warsh said the Federal Reserve’s 2% inflation objective, measured by the Personal Consumption Expenditures price index, remains a “firm and fixed” target. Although summer inflation reports were better than expected, he said they did not demonstrate a meaningful improvement in the underlying trend.

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Chips, GPUs & Systems

TCL CSOT plans to enter optical communications through indium-phosphide laser chips, later evaluating optical components and high-speed modules.

TCL CSOT (TCL华星) Chief Executive Officer Zhao Jun said at a TCL Technology investor meeting that the company plans to enter optical communications through the Shenzhen Huazhaoxingguang project. He linked the initiative to the expansion of artificial-intelligence data centers and divided the business plan into three stages.

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Power, Grid & Data Centers

Cloud & Compute Infrastructure

AI Models, Software & Research

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