Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units. The revised projection, announced on November 4, accompanies upgraded revenue and profit expectations for the period spanning April 2025 to March 2026.
US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture chips to be sold to Chinese companies, while also hinting at a possible 2026 meeting between President Donald Trump and Chinese President Xi Jinping.
The global race to build next-generation AI computing power is accelerating, and Taiwan’s King Yuan Electronics Corp. (KYEC) has emerged as a key winner.
Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong growth outlook driven by record artificial intelligence (AI) infrastructure demand and expanding production capacity.
Apple is reportedly integrating Google's Gemini extensively into its new Siri, while running all computations on Apple's private cloud compute (PCC) servers to ensure data privacy and security.
OpenAI CEO Sam Altman disclosed that the artificial intelligence (AI) company's annual revenue has significantly surpassed the widely reported US$13 billion mark. During a podcast interview with Microsoft CEO Satya Nadella, Altman also denied speculations about an initial public offering (IPO) planned for 2026, stating that there are no current board decisions or concrete plans to go public in the near term.
On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures. However, the company raised its full-year sales forecast, betting on robust demand for artificial intelligence and data center infrastructure systems.
OpenAI has become a key driver of AMD's data center growth, marking a turning point in the chipmaker's AI strategy. As AMD deepens collaboration with OpenAI through massive GPU deployments, the company faces investor scrutiny over customer concentration while reaffirming its diversified growth roadmap through 2026 and beyond.
On November 4, AMD reported record results for the third quarter of 2025, driven by strong demand in the data center and client computing segments, which underscore the company's expanding position in artificial intelligence (AI) infrastructure. AMD notes that the third-quarter results do not include any revenue from shipments of MI308 GPU products to China.
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive further growth beyond Apple's strong sales.
SoftBank announced in early October 2025 that it has agreed to acquire Swiss industrial giant ABB's robotics business for US$5.375 billion, with the deal expected to close in the second half of 2026. This move signals SoftBank's renewed commitment to leading the robotics sector following the failure of its Pepper robot and the sale of Boston Dynamics.
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