As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote at GTC 2026 that AI development has officially shifted from early model training to an era centered on inference and autonomous agents. He significantly raised Nvidia's forecast for the AI infrastructure market size, estimating that related demand will double and surpass US$1 trillion between 2025 and 2027.

Hon Hai Precision Industry (Foxconn) achieved record-high profits and cash dividends in 2025. Foxconn chairman Young Liu stated that the company's growth momentum will continue in 2026, driven by strong demand for artificial intelligence (AI) servers. The company is also simultaneously launching the next phase of its five-year AI-centered transformation plan.

Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring demand for data center computing pushes Meta to source extra capacity externally.

Samsung Electronics has released comprehensive operational data for fiscal 2025, revealing a complex picture of shifting raw material costs and high production efficiency. Despite rising prices for essential smartphone components, the company maintained full capacity across its semiconductor and display divisions to meet global demand.

CNBC reports that Apple has acquired video editing tools developer MotionVFX, a move aimed at strengthening its professional creative software ecosystem and expanding subscription-based services tied to its creator tools. MotionVFX, founded in 2009 and based in Poland, develops motion graphics templates, plug-ins, and visual effects packages widely used with Final Cut Pro. The company sells editing tools and asset libraries through subscription plans starting at roughly US$19 to US$49 per month, building a loyal following among filmmakers, YouTubers, and professional video editors, according to The Tech Buzz.

Alibaba Group Holding is reorganizing its artificial intelligence operations, creating a new business unit to integrate its AI services and development efforts as the Chinese technology giant looks to accelerate the commercialization of its AI technologies.

As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the brunt of the memory chip shortage, which has driven up hardware costs and, in turn, hindered both innovation in game development and gamer experience.

Samsung Electronics outlined the full range of AI computing technologies it will present at Nvidia GTC 2026 in San Jose, California, March 16-19, highlighting memory, logic, foundry, and advanced packaging products aimed at supporting AI infrastructure, on-device intelligence, and manufacturing digitization.

Generative AI is becoming a primary search gateway, but the credibility of its underlying content sources is under increasing scrutiny. China has exposed a grey market industry chain manipulating generative AI search through "content poisoning," where generative engine optimization (GEO) is used to mass-produce low-cost content that steers AI model recommendations, including surfacing fabricated products in AI-generated answers.