HP announced today that Bruce Broussard, who has served on the company's board of directors since 2021, has been named interim chief executive officer, effective immediately. He succeeds Enrique Lores, who is stepping down as president, CEO, and board member to pursue another professional opportunity. The board has established a CEO search committee and retained a leading global executive search firm to assist in identifying Lores's permanent successor.

Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly boost chip demand. At the same time, inventory corrections for commercial, industrial, and automotive chips are gradually returning to healthy levels, strengthening mature process demand.

Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday at an AI conference in San Francisco that the company plans to design and build its own GPUs. The move signals a significant shift in the chipmaker's product focus.

Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale model training. Spending is moving away from conventional, general-purpose servers toward high-performance computing platforms built specifically for AI training and inference. This transition is ushering the server supply chain into a new phase of structural growth.

Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC interview that Nvidia will participate in OpenAI's latest funding round and is interested in joining the company's planned initial public offering (IPO).

Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang (KMT) leaders led business representatives to Beijing for a cross-strait exchange forum on February 3. Some argue that Taiwan should not deepen ties solely with the US to avoid losing economic resilience, emphasizing the need to maintain trade and investment relations with China.

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational period for a broader artificial intelligence (AI) platform rollout. Management framed the current phase as a transition toward a more significant ramp in the second half of the year, emphasizing deployment discipline over immediate revenue acceleration.

In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate ventures now looks like a single, coherent system. The goal is to push artificial intelligence out from behind screens and into the physical world.

As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement.

Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield tech corridor, Bloomberg reported, citing people familiar with the matter. The move comes as the US tech giant seeks to strengthen its AI and cloud capabilities in one of its fastest-growing overseas markets.

The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily defuses a dispute threatening the state's investment climate, according to The Economic Times.