OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company's largest infrastructure commitment to date, The Information reported, citing people familiar with the negotiations. The deal — developed by SoftBank's SB Energy on land owned by the US Department of Energy, with Nvidia weighing a role as credit guarantor — would crystallize a year-long shift in OpenAI's strategy: away from owning massive computing assets, and toward leasing them.

Sam Altman's vision of artificial intelligence as a utility bought by the meter — like electricity — may be the wrong model entirely, and the telecommunications industry's last decade shows why. Benedict Evans, the technology analyst and former Andreessen Horowitz partner, made that case Wednesday in the second keynote of SuperAI Singapore 2026, drawing on mobile data's growth trajectory to argue that volume and valuation do not travel together in commodity infrastructure businesses.

ByteDance's enterprise technology arm took a direct shot at Anthropic and OpenAI's coding tools at SuperAI Singapore 2026 on Wednesday, with Kan Yang, head of solutions at BytePlus, naming Claude Code and Codex as competitors to ByteDance's own agentic engineering product, Trae.

The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was the sharpest argument to emerge from the opening keynote of SuperAI Singapore 2026 on Wednesday, where entrepreneur and former Coinbase chief technology officer Balaji Srinivasan laid out a case for why the software industry may have no choice but to decentralize.

Taiwan's exports hit new highs in May 2026 and in the first five months of the year, powered by AI supply-chain demand and rising electronics prices, the Ministry of Finance said on June 9.

Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic AI computing infrastructure and reducing reliance on US chip suppliers, according to Bloomberg.

Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny over data security and cross-border data flows.

Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer demand outside China, according to market research firm Omdia.

Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments and growing demand for artificial intelligence (AI) infrastructure simultaneously affect energy supply and demand.

Taiwan-based network equipment makers have seen revenue trend higher in May 2026, buoyed by rising AI infrastructure spending, low Earth orbit (LEO) satellite orders, and a telecom upgrade cycle. In their recently announced results for the month, several companies posted year-on-year growth, with some setting all-time highs for the month or the same period.

Trend Micro COO Kevin Simzer believes Taiwan has the potential to become a global model for AI regulation, as AI technologies evolve from simple tools to become autonomous agentic systems capable of handling complex tasks and decision-making.