Published: 2 November 2026

Ivanti patches two more CVEs amid highly unusual Connect Secure exploitation

Key points

Background and analysis. China's technology sector continues to move fast on AI infrastructure, with custom silicon and domestic supply chains gaining momentum. Developments here are closely tracked by regional players evaluating their own chip and data centre strategies.

Our take. For anyone building or buying AI infrastructure, the practical lesson is to plan further ahead than instinct suggests. Whether the bottleneck is silicon, transformers or optical links, the winners are securing their constraints years before they need them.

Source: The Stack, "Oracle taps Google for TPUs as hyperscalers hedge Nvidia exposure", 28 October 2026. https://www.thestack.technology/oracle-taps-google-for-tpus-as-hyperscalers-hedge-nvidia-exposure/