The smart glasses market drew attention at the third Asia Photonics Expo (APE 2026), where Singapore-based Opto Precision showcased smart glasses module solutions that integrate artificial intelligence features while addressing myopia, a long-standing challenge for some potential users.

Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand and intensifying pressure across the global chip supply chain.

Artificial intelligence startup Anthropic, on February 5, 2026, released an updated AI model as investors continued to reassess the impact of rapid advances in generative AI on the traditional enterprise software sector.

Global quantum technology is shifting from research to commercialization. South Korea is advancing its national strategy centered on its first quantum comprehensive plan. The government recently unveiled its first quantum cluster basic plan. The aim is to build a robust quantum ecosystem and catch up with the currently leading countries.

OpenAI has heavily focused its resources on ChatGPT and large language models (LLMs), sidelining other long-term research areas, prompting several senior researchers to leave the company.

OpenAI is accelerating on multiple fronts, but the pace of progress across the generative AI landscape is making it harder for the company to claim uncontested leadership. As Google's Gemini models close capability gaps and Anthropic pushes aggressively into enterprise and agentic AI, OpenAI finds itself under intensifying pressure; not only to ship ever more powerful models, but also to prove it can turn technical leadership into a profitable business.

Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The company attributed this performance to its AI servers becoming the largest growth driver for the group, alongside early PC customer orders that softened typical seasonal slowdowns in the first quarter of 2026.

Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for artificial intelligence (AI) servers, which have boosted shipments of cloud and networking products. Despite entering the traditional off-season, the company's first-quarter 2026 outlook remains robust.

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management argued new capacity is being monetized immediately, with custom silicon and agent-driven workloads expected to sustain long-term returns despite near-term margin pressure.

Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven spending has raised concerns over near-term margins and the timing of returns despite strong AWS momentum.