Texas governor-elect Gina Hinojosa has announced plans to suspend new data center approvals until the state establishes legal safeguards for residents, power supplies, and the environment, while also urging the state government to pause land deals that could involve SpaceX. The policy could reshape investment plans by major technology companies in one of the US's fastest-growing AI data center regions and a key base for Tesla and SpaceX.

Taiwan-based Primax Electronics plans to increase the share of its business-to-business (B2B) operations over the next five years, expanding beyond traditional PC peripherals into artificial intelligence (AI), smart security, automotive and robotics applications. With public safety and surveillance projects already secured through 2029, the company expects these higher-value businesses to underpin sustained double-digit growth.

The Democratic Party's sweeping victory in the US midterm elections has raised concerns that data-center construction and the broader AI supply chain could slow. However, supply-chain sources said that while opposition to data centers has intensified, AI development is unlikely to lose momentum because it has become central to national competitiveness, regardless of which party controls the US government.

Server chassis maker Chenbro Micom reported a 5.4% quarter-over-quarter decline in revenue for the third quarter of 2026, as inventory adjustments following aggressive customer pull-ins during the first half and shortages of key electronic components at the system level affected complete-system shipments. Chenbro said its full-year operating scale will still exceed that of 2026.

The midterm election results reshaped the US Congress and the local political landscape. It also introduced new uncertainty for the rapidly expanding AI industry. Democratic victories in both chambers of Congress and in data-center hubs including Texas, Georgia and Ohio reflected voter frustration with tech giants' heavy consumption of electricity and water while shifting some costs onto local communities.

China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly developed near-package optics (NPO) product, built using Tower's PH18M silicon photonics process, has entered early production at Tower's California facility in the US.

AI data centers (AIDCs) are shifting from state recruitment showcases to a highly sensitive issue in the 2026 midterm elections, as rising power demand, household electricity costs, and local approval authority converge. Although candidates supporting data center construction "pauses" have emerged across key states, newly elected US governors remain divided on implementation and generally favor regulation over outright bans.

Meta has acquired AI coding startup Conductor to strengthen its developer tools and multi-agent collaboration capabilities as it competes for the developer market. A Meta spokesperson confirmed the deal but did not disclose its value, according to Axios and TechCrunch.

Sony's latest quarter strengthens the case for its emphasis on entertainment platforms and intellectual property, with games and films lifting earnings despite falling console shipments and weaker mobile image-sensor sales. The result also shows why headline profit growth should be considered separately from currency benefits and the absence of earlier charges.

Acer convened a board meeting on November 5, approving its consolidated financial statements for the third quarter and the first nine months of 2026.

Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion. With OpenAI and Anthropic seen as potential customers for AI computing services in South Korea, the company now faces the challenge of securing contracts that can support its expansion and cover rising operating costs.