US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue, highlighting ongoing strong demand for AI infrastructure. Benefiting from the AI boom, Wiwynn reported consolidated revenue of NT$950.66 billion (US$30.46 billion) in 2025, up 163.7% year over year, with AI products accounting for more than half of sales.

Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure plan for 2026. The investment signals more than a race for computing power: it marks a decisive push to translate AI breakthroughs into scalable, real-world applications.

Anthropic PBC, a leading AI developer, has released the third version of its Responsible Scaling Policy (RSP), updating its voluntary framework for mitigating catastrophic AI risks while signaling a shift in priorities toward competitiveness and economic growth, according to a company blog post and Bloomberg reporting. The policy change comes as Anthropic navigates a growing dispute with the US Department of Defense over the use of its AI technology in military applications.

Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds that will be tempered by investments in capacity and AI‑related businesses. President Anson Chiu said full‑year revenue, gross margin, and operating margin are expected to exceed 2025 levels, and that first‑quarter revenue should register both year‑over‑year and sequential gains.

As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical computers, but on a subtle, yet astronomically valuable, incremental improvement.

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors.

King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures are accelerating a move toward higher-power, higher-density server cabinets, a shift that is increasing demand for specialized mechanical components such as slide rails. The company said this trend will influence design requirements and production strategies over the next several years.

Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and computer vision businesses. While operating profit more than doubled for the year, currency fluctuations and tax impacts weighed on net income, and the company struck a cautious tone for early 2026 amid shifting market dynamics.

SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening competition in the post-HBM era as Micron accelerates investments to strengthen its HBM4 and NAND capabilities.

At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained demand across Hopper, Blackwell, and forthcoming products while acknowledging uncertainty around the timing and scale of Rubin revenue.