At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main bottleneck is no longer compute; beyond memory, networking has become a key constraint on how far AI infrastructure can scale.
Nvidia CEO Jensen Huang has sought to reassure investors over the chipmaker's exposure to a newly announced initiative designed to mobilize more than US$500 billion in third-party capital for artificial intelligence infrastructure.
Naver has reportedly invested in US artificial intelligence developer Anthropic, adding another global AI company to a widening network that now spans frontier models, AI agents and large-scale computing infrastructure.
National Tsing Hua University (NTHU), one of Taiwan's leading research universities, has spent more than a decade cultivating a campus culture of professor-led startups — a track record that has already produced companies such as eMemory Technology, Heron Neutron Medical, Advanced Ceramic X (ACX), Apex Biotechnology (ApexBio), and Finesse Technology. Building on that history, the university announced on August 10 that it will expand the scale of its "NTHU Accelerator."
The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics demand worldwide. Yet industry players say large-scale deployment remains distant, as companies focus on practical machines for specific jobs and wait for humanoid systems to become more reliable, affordable, and adaptable.
Optical communications filter manufacturer Apogee Optocom turned a profit in the second quarter of 2026, reporting net income of NT$86 million for the quarter, up 207% from the previous quarter, and reversing a loss from the same period in 2025. Earnings per share (EPS) came to NT$2.22. The company said continued expansion in artificial intelligence (AI) data center construction has kept its book-to-bill ratio healthy, while market supply and demand remain relatively tight.
Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads are pushing data centers to rely on networking, optics, packaging, cooling, power delivery and software co-design rather than raw accelerator counts. In a DIGITIMES interview, Nvidia Senior Vice President of Networking Gilad Shainer said the real unit of computing is now the entire data center, not an individual server.
