Anthropic's landmark initial public offering (IPO) filing to list on the Nasdaq under the ticker symbol ANT represents a defining milestone for both the company and the entire artificial intelligence landscape.

Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand for AI computing capacity across Southeast Asia.

Hiwin Technologies Corp. expects demand from AI, data centers, and semiconductor equipment to keep orders for precision motion components strong into mid-2027, chairman Eddie Cho said at an investor briefing on November 10. Lead times for some ball screws have exceeded 6.5 months, while orders for linear guideways are also outpacing available capacity.

An apology over an extramarital-affair scandal has pushed Nvidia founder and CEO Jensen Huang into the center of public scrutiny. Global markets must now confront an unsettling reality: the AI ecosystem's first "too big to fail" corporate leader is suddenly facing a crisis, and the entire AI industry would have no ready replacement should he be forced to resign.

Traders on the main prediction markets are betting that Jensen Huang will survive the immediate fallout from his admitted affair. Still, they assign a substantial chance that he leaves the CEO post at Nvidia within the next two to three years. The gap between near-term and longer-term contracts suggests traders expect any change to come through a drawn-out board process rather than an abrupt removal.

CoreWeave said on its third-quarter earnings call on November 10 that it will not tap the unsecured debt market through 2027 at current yields, making customer prepayments and loans secured on specific contracts the main support for one of the AI buildout's most heavily financed companies. According to the call transcript, management also said when it expects to stop losing money and offered pricing, backlog, and supply data that bear on whether AI infrastructure demand is outrunning capacity.

Sysgration returned to profitability in the third quarter of 2026 as shipments of new rugged industrial PC (IPC) projects ramped up, while gross margin rose to 22.73% from 22.23% in the second quarter. The company expects its battery backup unit (BBU) business to add momentum as it supplies power upgrades for existing data centers.

Former colleagues and business associates describe Alice Huang as an executive skilled at turning relationships into commercial opportunities. Their accounts are now central to understanding how the former Megaspeed executive established credibility in AI infrastructure—and whether her access to Nvidia CEO Jensen Huang influenced hardware supply.

US local officials are intensifying scrutiny of data center expansion and artificial intelligence (AI) regulation. Against this backdrop, OpenAI on November 5 unveiled its "National Community Compact," pledging to make nondisclosure agreements less routine in future data center negotiations and ensure local residents do not bear the additional electricity costs created by new projects.

Winmate Inc. said third-quarter revenue and net income set records for the quarter, as warehouse and logistics demand and OEM and ODM shipments lifted revenue 40.4% year on year to NT$1.413 billion (US$43.10 million). The rugged industrial PC maker said the third quarter was its peak shipment period of 2026, while a shift in product mix edged gross margin lower from the second quarter.

Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery Industry (TAMI). The association warned, however, that the US midterm elections have added uncertainty to AI policy, which could make US capital spending more cautious.