Largan Precision's debut at Computex 2026 signals a broader push into optical communications that could matter for AI data center supply chains worldwide. The Taiwan company is seeking new growth beyond lenses, and its co-packaged optics efforts reflect rising industry interest in faster, denser, and more efficient connectivity.

Delta Electronics said at COMPUTEX 2026 that it has launched a prefabricated AI modular data center designed to speed deployment of AI infrastructure by cutting IT build time by about 60%. The move underscores how vendors are racing to support global demand for denser, faster, and more power-efficient AI facilities.

Five of India's most industrialized states sent high-level officials to pitch their regions as the next anchors for global electronics and AI supply chains this week at the 2026 Taiwan–India Investment Partnership Forum.

At Microsoft Build 2026 on June 2, Microsoft outlined how its Azure cloud and broader AI portfolio are being re-engineered for agentic AI — software agents that reason, retrieve knowledge, take actions, and run continuously rather than responding to one-off prompts. Spanning silicon, databases, runtimes, developer frameworks, and governance standards, the announcements describe a stack designed to enable organizations to build agents, deploy them in production, and keep them under control.

Ampak Technology unveiled plans to further pivot into AIoT and Edge AI integrated solutions at COMPUTEX 2026, announcing product launches including an AI system-on-module, 5G Reduced Capability (RedCap) offerings, and High Power Wi-Fi 6 drone communication modules. The wireless communication module designer said the moves respond to an industry shift from cloud data centers to endpoint and edge computing and aim to capture demand from enterprise and industrial applications in the US and other markets.

At COMPUTEX 2026, energy and data center executives warned that the industry shift from AI training to inference and agentic AI has driven a sharp rise in electricity demand and tightened requirements for power reliability and local supply. The discussions centered on Taiwan, where executives and energy suppliers said on-site power generation and energy storage systems have become essential for balancing volatile loads and ensuring uninterrupted operations.

Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of AI infrastructure.

At Microsoft Build 2026 on June 2, Microsoft broadened the range of AI models available through its Foundry platform, adding four first-party models, deepening partner access, and introducing tools designed to help developers choose, tune, and manage models across their lifecycle.

On June 2, US President Donald Trump signed an executive order aimed at promoting advanced artificial intelligence while addressing growing national security and cybersecurity concerns tied to increasingly powerful AI systems. The measure seeks to expand cooperation between the federal government and leading AI developers without imposing mandatory regulations.

Google moved into the AI glasses market with new Android XR smart glasses co-developed with Samsung Electronics and partnerships with eyewear brands, and the entry is expected to lift global AI glasses shipments to 17.5 million units in 2026, according to DIGITIMES analyst Brandon Fang. The product roadmap under Google's plan divides offerings into voice-based AI glasses and display-type glasses, with the voice model slated for the third quarter of 2026 and the display version expected in the second half of 2026.

At COMPUTEX 2026 in Taipei, HOMEE AI, Osense Technology, and Senao International unveiled new AI products aimed at shifting deployment from cloud training to real-world inference and edge applications. HOMEE AI presented a spatial AI ecosystem that combines 3D scanning, digital twins, and spatial computing to link home viewing, interior design, purchasing, and space management, while Osense and Senao showcased video generation, customer service, and enterprise edge computing offerings designed for rapid commercial rollout.