Progress has reportedly stalled on an executive order draft circulating within the Trump administration about a public-private organization to supervise the release of AI models. While the White House is still figuring out its approach to regulating AI, it is also considering a ban on Chinese open models despite outcry from Nvidia and other tech companies.

At the Sustainability Environment Asia Conference 2026, Gunalan Kaniasan, principal for water resources in Asia-Pacific and Japan (APJC) at AWS, outlined strategies for water sustainability across the Asia-Pacific region. As data center demand grows, AWS is actively collaborating with governments and utilities to introduce recycled-water alternatives, navigate regulatory barriers, and test water-credit mechanisms.

At GATE 2026, Kaizhong, a major Chinese commutator maker, used its display to showcase how its automotive business has laid the groundwork for expansion into data centers, dexterous hands, and drones. The company is also targeting new opportunities in Southeast Asia as Chinese automakers deepen their regional footprint.

Huawei's Ascend 910C is already sold out in China, but domestic chips still cannot fully replace Nvidia's H200s. The shortage matters beyond China because AI compute constraints, pricing, and supply chain shifts are reshaping how quickly companies worldwide can deploy advanced inference systems.

According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules that could affect businesses, workers, and consumers worldwide. The move underscores how major technology firms are preparing for a longer policy battle over AI, competition, and market access.

Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's guidance points to continued price pressure and a broader buildout of infrastructure that will shape AI adoption across markets and industries.

For all the noise Donald Trump has made about taxing semiconductors, the measure that actually took effect in January 2026 barely touched the machines the AI build-out runs on. A 25% Section 232 duty landed on a narrow band of advanced logic chips, and an explicit carve-out spared anything imported for use in US data centers. That carve-out is why US$143.2 billion of computer processing units entered the US in the first half of 2026 without meaningfully paying it.

For the past two years, China's AI companies have competed on a single axis: whose model performs best. That contest is starting to give way to a harder one — whether those models can actually run, at scale, on chips made in China, as US restrictions on advanced AI chip exports raise the stakes of that question.

Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G and 400G has made optical communications a key technology breakthrough, creating a severe indium phosphide (InP) substrate shortage and sparking a trend toward signing long-term contracts and locking up capacity to secure stable supply.

Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure and expand computing power. The results also signal a continued boost for Taiwan's suppliers as hyperscalers shift purchases from Blackwell to Blackwell Ultra and Vera Rubin.