Nvidia is positioning the expansion of artificial intelligence as an infrastructure and industrial shift, not simply a software trend. At GTC Berlin, CEO Jensen Huang described an economy spanning energy, computing, AI factories, models, and applications, while urging Europe and telecom operators to build capacity to produce, host, and deploy autonomous AI systems.

Nvidia said on October 21 that it is working with six supply chain partners to expand manufacturing capacity for substrates, advanced packaging, testing, and optical engines to meet growing demand for its accelerated computing and AI factory platforms.

Jio Platforms' initial public offering, the largest in India's history, asks investors to back more than a mobile network. In its prospectus, the operator that built its business on cheap data pitches a home-grown 5G stack and an AI engine it plans to sell to operators abroad, even though telecom still generates almost 90% of its revenue, according to Reuters.

Wheeled robots could address as much as 80% of the market, according to PAL Robotics CEO Francesco Ferro, a notable assessment from a company that also develops bipedal humanoids.

IBM's third quarter went some way towards answering whether the deal slippage that hit its second quarter reflected weaker demand or delayed timing. Revenue rose 5% year on year, or 6% at constant currency, to US$17.1 billion for the quarter ended September 30, 2026, an acceleration after a second quarter that led the company to cut its full-year outlook in July.

Meta Platforms' third quarter showed that its core advertising business is still growing fast enough to carry one of the largest infrastructure programs in the technology industry. Still, it also showed legal liabilities becoming a material cost line. Revenue rose 26% year on year to US$64.6 billion for the quarter ended September 30, 2026, while the operating margin fell to 20% from 40% a year earlier.

Grab Holdings' proposed acquisition of Delivery Hero's Foodpanda operations in Taiwan has been rejected by Taiwan's Fair Trade Commission (FTC). The commission made the announcement on October 21, blocking the deal on the grounds that it would restrict market competition. Grab issued a statement saying while it was disappointed with the decision, it will continue developing its core businesses in its existing Southeast Asian markets.

Memory module maker GoldKey Technology posted record third-quarter 2026 profit, with net income topping NT$1 billion (approx. US$30.9 million) for the first time at NT$1.03 billion, up 6.2% quarter-over-quarter. However, the conversion of convertible bonds increased its share capital, pushing earnings per share down to NT$9.14 from NT$10.17 in the second quarter.

Chief Telecom has begun construction of its new AI data center in the Huwei section of the Central Taiwan Science Park (CTSP), with an investment of NT$3.3 billion (US$101.8 million). Chairman Jerry Shao said the facility's reservation and contract rate has exceeded 50%, with international cloud service providers (CSPs) and fintech companies making up most of the customers.

Syscom Computer Engineering is expanding its portfolio in edge AI and its broader enablement ecosystem, with the company showcasing its latest products at the 2026 AIoT Taiwan exhibition, under the theme "Edge Intelligence Now."

Precision gearmaker Khgears International is expanding into humanoid robot joint components and expects its newly developed differential reducer to enter mass production in 2027. The company said shipments for new projects should remain strong through the fourth quarter of 2026, after reporting September revenue of NT$336 million (US$10.3 million), up 27.61% year on year.