Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in the underlying quantum computing ecosystem.

Google's Project Suncatcher has crossed an important threshold in orbital computing after its prototype satellite successfully returned an AI response generated onboard using the Gemma 4 model, marking what the company calls the first successful inference from a data center-class tensor processing unit (TPU) in orbit.

OpenAI has appointed former US Army Secretary Daniel P. Driscoll as senior counselor for national security modernization, seeking to expand the use of artificial intelligence (AI) in national security and cybersecurity. Driscoll will advise the company's leadership on applying AI across both areas.

Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment. The company is accelerating production expansion to meet sustained growth in market demand.

Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new way to interact with AI.

Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors are growing wary of hyperscalers' increasing debt before anticipated AI revenues trickle in.

Gemtek Technology has joined three optical communications standards groups as the industry develops alternatives for connecting AI data centers. The move could influence interoperability, power use, scalability, and supply-chain integration across global data-center networks, while giving the company exposure to specifications for pluggable, co-packaged, and near-packaged optical architectures across markets.

AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of the AI boom. Murata, Ibiden, Sumitomo Electric, and Toto are among the companies investing to expand production, while Kioxia reported a sharp increase in profits driven by AI-related demand.

Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the same period of 2025, as enterprise IT infrastructure, software, and cloud businesses expanded. The company is targeting AI infrastructure and cloud opportunities in 2027.

Apple's recent entry into the smart display market, the US$299 HomeView, was designed to anchor the modern smart home ecosystem. However, the product arrives amid strong competitive pressure, regional usability hurdles, and AI challenges. These ongoing software and AI bottlenecks are directly impacting Apple's future roadmap, most notably delaying the company's ambitious robotic smart display, internally known as project J595 and widely referred to as the HomeView Ultra.

Surging demand for optical communications driven by AI and data center expansion has prompted Japan's Sumitomo Electric Industries to accelerate production capacity expansion for indium phosphide (InP) substrates.

Nvidia will showcase its expanding partnerships with South Korean companies at AI Day Seoul, where Samsung Electronics and SK Hynix will present semiconductor development cases using Nvidia AI technologies. LG Electronics and Doosan Robotics will demonstrate robotics technologies, while SK Telecom (SKT), Naver Cloud, and Coupang will discuss the development and operation of AI data centers and infrastructure.

Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two years ago. Investors are watching closely to see when the spending will begin generating returns.

The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could trigger shocks across financial markets and the broader economy.

Despite record profits driven by surging demand for artificial intelligence (AI) and a booming semiconductor industry, Samsung Electronics vice chairman and head of its Device Solutions (DS) division Young Hyun Jun said the company's technological competitiveness has yet to fully recover. He urged employees to strengthen next-generation technologies, quality, and yields, and maintain customer trust during the industry boom while building long-term competitiveness capable of adapting to market changes.

Humanoid robots and self-driving cars were hard to miss at South Korea's Future Innovation Tech Expo (FIX 2026) in Daegu. But some of the less flashy technologies on display were just as interesting.

Samsung Electronics is reportedly in talks with Japanese motor maker Nidec to jointly develop robot motors as the South Korean company expands its humanoid robotics business and pushes to automate its factories.

Nuvoton expects its baseboard management controller (BMC) business to grow faster in 2027 than in 2026, driven by strong AI demand, higher orders from existing customers, and new customers entering mass production. The company said new customers, including cloud service providers (CSPs) and startups, will expand its BMC shipment base.

As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities.

Z.ai co-founder Tang Jie has identified recursive self-improvement (RSI) as a critical pathway towards artificial general intelligence (AGI), arguing that AI systems capable of improving their own development processes could transform research while creating new risks for human oversight.

JPP Holding's Thai operating arm, Jinpao Precision Industry, joined Praksa subdistrict authorities in Samut Prakan Province, Thailand, on October 31 to hold the finals of the Jinpao–Praksa automation and robotics innovation competition, strengthening its efforts to develop AI and smart-manufacturing talent locally. Chairman Chung Kuo-sung said corporate philanthropy should involve long-term engagement with local communities rather than one-time donations.

Murata Manufacturing announced plans to invest around JPY1 trillion (US$6.3 billion) in expanding multilayer ceramic capacitor (MLCC) capacity by 2030. Booming demand from data centers and AI applications has pushed up orders for MLCC makers. MLCCs are a crucial component in managing power demand.

Tong Hsing Electronic Industries (THEIL) outlined the latest developments and market trends across its four major product lines of optical communications, ceramic substrates, new semiconductor materials, and image sensors, during an earnings call on October 30.

As AI data centers expand, Taiwan is facing challenges in securing power supply, battery backup, and cooling systems, with the state-run Taiwan Power Company (Taipower) requiring about two years to build dedicated 161 kV high-voltage lines. The island's limited land and growing industrial and population demand in northern Taiwan are raising concerns over whether electricity availability will keep pace with the expansion of AI computing capacity.