Anthropic's third-quarter revenue surged 45% from the previous quarter and has been profitable on an adjusted basis for the last two quarters, the AI lab told prospective investors. As the company nears a record-setting IPO, it is also serving as a gauge of whether the frontier lab business model of heavy compute spending preceding profitability can be successful.

Apple launched the HomeView smart display at its "Welcome Home" event on October 13, priced at US$299. It's scheduled to debut in eight countries: the US, the UK, Canada, Australia, New Zealand, India, Singapore, and South Africa, on November 13. Featuring a 7-inch square display and an A18 chip, the device comes in desktop and wall-mounted versions and centers on a new Siri AI that Apple positions as a smart voice-control hub for the home.

Synopsys CEO Sassine Ghazi said that fully autonomous chip development has not yet crossed the final hurdle to become reality, although the company has advanced from AI-assisted engineering to models that coordinate more than 40 task agents. He made these comments during the CEO Summit at SEMICON West 2026, adding that AI-era chip development requires co-optimization across physics, materials, processes, architectures, software, and models.

Taiwan Perovskite Solar Corp. (TPSC) showcased its theme, "PEROVSKITE AI," at Energy Taiwan 2026, highlighting a two-way synergy between artificial intelligence and perovskite technology. In this paradigm, AI accelerates perovskite material and process development, while perovskite technology meets the AI era's demand for distributed green power, smart sensing, and site-specific energy solutions.

IDC now expects worldwide spending on IT equipment recognized by the Open Compute Project (OCP) to reach about US$800 billion in 2029.

Pegatron chairman T.H. Tung and Topco Scientific founder J.W. Kuo called for Taiwan to recruit talent from overseas as the country faces intensifying industrial challenges. Speaking at a forum organized by the Global Views-Commonwealth Publishing Group on October 14, the two said talent shortages are more urgent than water or power shortages and urged companies to combine overseas hiring with AI and automation.

Kaga Electronics and AI infrastructure provider StarSeeds have signed a basic contract manufacturing agreement to produce AI servers at a partner facility in Japan, targeting mass production in December 2026.

South Korean inspection equipment manufacturer Hanwool Semiconductor has secured an order to supply ultrasonic inspection equipment for multilayer ceramic capacitors (MLCCs) to a subsidiary of Taiwan's Delta Electronics Group.

France's artificial intelligence (AI) ecosystem is putting agentic computing into production on Nvidia hardware and open models, according to an Nvidia blog post published on October 12, 2026, listing projects spanning satellites, public-sector software, banking, cosmetics research, and quantum computing.

Nvidia will provide the UK with US$250 million worth of computing resources over five years to support AI safety research, as CEO Jensen Huang defended the industry's ability to manage risks posed by increasingly powerful AI systems.

Delta, a global leader in power management and smart green solutions, unveiled its comprehensive microgrid and power infrastructure solutions for AI factories and high-density computing at Energy Taiwan 2026 under the theme "Resilient Energy, Powering the AI Future." Marking its 55th anniversary, the company debuted the world's first physical, production-ready containerized Solid-State Transformer (SST)-based DC power system alongside its Solid Oxide Fuel Cell (SOFC) distributed generation system.