Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security closer to data sources, focusing on real-time AI inference and agentic AI use cases in retail, manufacturing, healthcare, and other sectors.

As AI applications expand from data centers to various enterprise work environments, demands for network bandwidth, low latency, and intelligent management are rising. Cisco has introduced multiple new solutions at the Cisco Partner Summit 2025, including a unified dashboard integrating its Meraki and Catalyst Center platforms and automation workflows supporting natural language commands, aimed at helping enterprises upgrade networks and simplify operations.

Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net profit all expected to exceed previous estimates. The revision is mainly driven by orders for high-value-added products related to generative artificial intelligence (GenAI), far surpassing expectations.

Wistron announced the launch of the Wistron Computing Power Donation Program, pledging to donate 1 million GPU hours annually starting in 2026. The free resources will be made available to promising startups and academic research institutions both in Taiwan and abroad.

Amazon Web Services (AWS) and OpenAI have announced a US$38 billion, multi-year strategic partnership that will see OpenAI use AWS infrastructure to run and scale its artificial intelligence workloads. The deal underscores growing demand for computing power as the AI industry continues to expand rapidly.

Global venture capital markets have shown signs of recovery in 2025 despite challenging conditions, including reciprocal tariffs announced by US President Donald Trump and ongoing conflicts in Ukraine and the Middle East. Recent surveys show VC investors are concentrating on AI, quantum technology, and defense industries, while previously highlighted biotech and drug development sectors have not seen landmark investments this year.

On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year agreement, valued at approximately US$9.7 billion, including a 20% prepayment, IREN will supply Microsoft with Nvidia GB300 GPUs. The GPUs will be deployed in phases through 2026 at IREN's 750-megawatt Childress, Texas campus, alongside new liquid-cooled data centers capable of supporting 200 MW of critical IT load, according to the official press release.

Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250 chips in the form of accelerator cards and rack systems.

Following multiple rounds of negotiation and the successful "Trump–Xi summit," US–China trade tensions have eased, reflecting a cautiously resilient yet competitive relationship. Nonetheless, Washington's stringent technology sanctions and containment policies toward Beijing remain firmly in place. Consequently, Taiwanese firms operating between the two powers must navigate carefully to avoid falling under US extraterritorial jurisdiction.

Nvidia CEO Jensen Huang stressed that the combination of quantum computing with AI will be crucial for driving developments in future technology, with industry consensus highlighting the need for directly connecting quantum computers to GPU-powered supercomputers to advance practical quantum computing.

The quantum computing industry is at a critical inflection point, shifting from "scientific fantasy" to practical industrial application, driven by major breakthroughs in quantum error correction (QEC) technology. This shift was a focal theme of Nvidia CEO Jensen Huang's keynote at the recent GTC conference in Washington.

Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors (MLCCs), and inductors to US data centers as part of a US-Japan government initiative announced on October 28, 2025.

Nvidia CEO Jensen Huang has confirmed continued collaboration with South Korean memory giants Samsung Electronics and SK Hynix, highlighting their crucial role in the next wave of artificial intelligence (AI) semiconductor technology. Industry observers view Samsung's official entry into Nvidia's AI semiconductor supply chain as a landmark moment for South Korea's semiconductor sector.

Samsung Electronics has officially launched its new PC web browser, Samsung Internet PC, marking a major step in its effort to extend its mobile ecosystem to desktop platforms. The company said the browser aims to deliver a more personalized and connected user experience, with plans to evolve into an AI-powered browser in future updates.

The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.

Amazon Web Services (AWS) has activated its Rainier data center in Indiana, US, to accelerate the training of Anthropic's large language model (LLM), Claude, using Amazon's proprietary Trainium chips. The Rainier facility represents Amazon's largest investment in the state, backed by US$11 billion in funding.

OpenAI and Oracle have announced plans to construct a 1GW data center campus in Saline Township, Michigan, with construction scheduled to begin in early 2026. The site, part of the Stargate Project, is expected to create over 2,500 construction jobs.

As world leaders gather for the APEC Summit in Gyeongju amid tense geopolitics, South Korea is quietly taking on a new strategic role in the global AI race. Nvidia CEO Jensen Huang's landmark decision to allocate 260,000 of its latest Blackwell-architecture GPUs to Korea's top companies, including Samsung, SK, Hyundai Motor, and Naver Cloud, marks one of the most concentrated AI infrastructure deployments ever made in a single country.

The rapid expansion of the semiconductor industry and artificial intelligence (AI) supply chains is driving a sharp increase in global electricity demand, raising new challenges for power system resilience. Industry experts warn that as AI data centers scale to gigawatt (GW) levels, existing energy infrastructure may struggle to keep pace.

As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual GPU Technology Conference (GTC) emerging as a critical platform for technology players worldwide. Foxconn, a longstanding Nvidia partner, has intensified its collaboration from hardware manufacturing to system integration, underlining its growing role in the AI supply chain.

Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed that 80,000 customers, including 80% of Fortune 500 companies, have adopted Azure's AI Foundry services. Meanwhile, Google reported its Gemini user base has exceeded 650 million, with inquiry volumes tripling quarter-over-quarter.

Intel is in preliminary discussions to acquire artificial intelligence chip startup SambaNova, according to Bloomberg citing people familiar with the matter. The potential deal is in early stages, and there is no certainty the two companies will reach an agreement.

Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce Compal's North American market presence and improve supply chain robustness amid evolving global challenges.