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Taiwan Semiconductor Manufacturing Company's (TSMC) announcement of an additional US$100 billion investment into US manufacturing has brought renewed attention to manufacturing in the US. The International Artificial Intelligence and Law Research Foundation (IAILRF) released the 2026 US-Taiwan Co-Make and Protection Strategy White Paper on July 17. Foundation secretary-general Wesley Chu said that for Taiwanese companies, investing in the US is no longer a question of whether to go, but how to go.

OpenRouter, a startup whose software lets app developers reach hundreds of AI models through a single interface, has discussed selling itself to a larger technology company in a deal that could value it at several billion dollars, The Information reported, citing people familiar with the matter.

As AI's bottleneck shifts from chips to capital, Compute Labs pitches GPUs as financeable assets.

Meta Platforms is in early talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years, as the social media company considers generating revenue from its expanding AI infrastructure.

SpaceX is in talks with the US Department of Defense (DoD) to provide billions of dollars' worth of data center capacity for artificial intelligence (AI) workloads, marking a potential expansion of the company's role from launch services and satellite communications into AI infrastructure. The discussions remain ongoing and could still fall through, according to The Wall Street Journal.
Nvidia founder and CEO Jensen Huang spent last week in Tokyo meeting government officials, robotics makers and dozens of supply chain executives, as the company deepens its push into Japan's manufacturing and AI ecosystem, according to a blog post published on Nvidia's website and its official newsroom release.

China unveiled two major AI initiatives at the 2026 World AI Conference (WAIC) in Shanghai, highlighting efforts to standardize AI agent collaboration while laying the groundwork for space-based computing infrastructure.

TSMC recently posted strong earnings, helped in large part by Nvidia orders, but both companies are grappling with chips inside their own operations: TSMC says they are too expensive, while Nvidia says there are not enough to go around.
Alibaba's decision to rank its newest flagship directly against a single American system — describing Qwen3.8 Max as "second only to" Anthropic's Claude Fable 5 — underscores how narrowly China's leading AI labs now measure themselves against the US frontier, even as they release almost nothing to back it up.
Moonshot AI's latest model launch is rapidly reshaping perceptions of China's artificial intelligence (AI) industry, with overwhelming demand forcing the company to suspend new consumer subscriptions only days after introducing its flagship Kimi K3 model. The move has also intensified debate over whether Western AI companies can maintain their technological lead as Chinese developers narrow the performance gap while scaling commercial adoption.
Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's grid modernization remains the sector's foundation, semiconductor investments, AI data center construction, and overseas infrastructure projects are creating multiple growth drivers. At the same time, project-based business models are making revenue recognition increasingly uneven despite record order backlogs.