SoftBank Group (SBG) and telecom subsidiary SoftBank said they will set up a new company in the US in July 2026 to rent out AI computing resources, aiming to challenge CoreWeave and Nebius in the fast-growing AI cloud market. The new unit, SB Neo, is scheduled to begin operations in fiscal 2027 (April 2027 to March 2028).
Ubtech has launched the U1 series, its first mass-produced full-size bionic humanoid robot line, under the U World sub-brand, testing China's market for AI companion robots beyond industrial and service uses.
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
Turn Cloud Technology is accelerating its transformation from a solution as a service (SolaaS) provider into an AI infrastructure provider for physical spaces, as demand for digital transformation across real-world venues continues to rise. The company says its new Tomorrow Space (TSpace) architecture will anchor its next phase of growth.
Chinese AI company Z.ai, also known as Zhipu AI, is escalating its challenge to US leaders Anthropic and OpenAI with the release of its open-weight GLM-5.2 model and a new AI coding assistant, underscoring China's growing competitiveness in frontier AI.
Wistron chairman Simon Lin said artificial intelligence (AI) is improving the quality of professional talent, noting that tasks that previously required 100 people may now be completed by as few as four or five. As a result, AI can help address labor shortages caused by declining birth rates, while also creating value at different levels.
A public spat between Xiaomi and Huawei over large models has exposed growing anxiety in China's phone AI market this year, while Apple, Google, and Samsung Electronics pursue different routes to seize the AI agent entry point.
Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios in recent years, aiming to move beyond consumer electronics into higher-spec, more stable markets as the AI boom accelerates.
Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange for a share of their future cloud revenue, according to The Information. The initiative is designed to help smaller cloud operators secure financing for costly AI chips while reducing Nvidia's dependence on hyperscale customers.
Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could signal either excess AI infrastructure spending or a broader push to monetize capacity, with implications for cloud AI demand, chip purchases, and the pace of industry investment worldwide.
Meta is reportedly preparing to sell excess AI compute, reigniting debate over whether the artificial intelligence boom is overheating. Yet for the server supply chain, the more telling signal lies elsewhere: suppliers say demand remains strong, with no sign that cloud customers are pulling back on orders.
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the industrial computer industry. IPC vendors are seeing stronger edge AI demand, broader vertical exposure, and a deeper strategic focus on North America.
OpenAI has discussed giving the US government a 5% stake in the company, according to the Financial Times, as the AI developer seeks to ease political pressure over model risks and whether Americans should share in the industry's profits. Reuters said it could not independently verify the report.
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuters.
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.
