Physical AI is shifting from a hardware niche into the next foundational computing platform, driving record investor capital into embodied intelligence systems.
Jedec released a new standard for silicon photonics (SiPh) testing and manufacturing controls to promote consistent reliability practices. The standard comes as SiPh experiences rapid growth due to its potential to replace copper interconnects amid AI infrastructure demand surges.
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access to frontier computing for cloud providers and developers, while signaling a shift in global AI capacity toward new hubs outside North America.
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when the month typically marked the start of the peak season.
Da Yi Cheng Technology (DYC) has rapidly expanded in recent years, benefiting from the global semiconductor capacity expansion wave, which has driven demand for second-phase electrical and mechanical installation work. The company is now applying its experience in the US, Japan, Germany, and Singapore.
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute. A review tracking construction progress and satellite imagery shows that while US data center construction continues to accelerate, bottlenecks in chip supply, advanced packaging, power, transformers and permitting could become key constraints on AI compute deployment.
Meta has open-sourced the Muse Gadgets software development kit (SDK) and firmware code, allowing developers to build physical devices that interact with its AI assistant Muse and extend the service into more real-world settings.
Meta and Microsoft are reducing employees' internal reliance on Anthropic's Claude as they push proprietary AI tools and seek greater control over rapidly rising AI costs, according to The Information. The shift comes even as both companies continue to use Anthropic models in products and cloud services.
As in-orbit AI computing, Earth observation, and defense missions expand rapidly, satellites are demanding more power, turning energy supply into an emerging challenge for the growing space economy.
Despite intense technology competition between the US and China, cooperation between the two sides on the open-standard RISC-V architecture continues to deepen, with US intellectual property provider MIPS expanding its work with Chinese industry.
Anthropic said in its IPO filing that as artificial intelligence (AI) systems gain greater autonomous capabilities, the risks rise as well, while current law still does not clearly define who is liable when AI agents go off the rails. The company warned that the legal exposure is significant and hard to predict as AI remains connected to enterprise systems for long periods and acts on data and tools independently.
OpenAI will begin adding invisible, machine-readable watermarks to text generated by ChatGPT and Codex in the European Union (EU), as the company moves to comply with the EU AI Act's transparency requirements.
The ferocious push toward artificial intelligence (AI) is gathering momentum, built upon increasing industry sentiment regarding demand for higher AI inference and compute-intensive models.
Schneider Electric has agreed to purchase software company PTC in a deal valuing its equity at around US$22.6 billion. The all-cash acquisition marks the French energy and tech company's latest move to expand into the software and AI market.
Google's new flagship AI model, Gemini 4 Argon, has drawn strong results in multiple benchmark tests, but some employees still say its coding performance is not stable enough. According to Bloomberg, opinion inside Google is split, with some staff saying the model falls short in front-end development and that rivals from Anthropic and OpenAI are advancing faster.
China's leading AI models have narrowed their performance gap with US rivals to a record low, while DeepSeek's latest advances in memory efficiency and its deepening work with Huawei suggest Chinese developers are finding ways to improve model performance despite tighter access to advanced US chips.
Magnetic components maker LinkCom Manufacturing posted September consolidated revenue of NT$44.18 million (approx. US$1.39 million), up 32.53% from a month earlier and down 10.24% from a year earlier. Cumulative consolidated revenue for the first three quarters reached NT$411 million, a 10.21% decline from the same period in 2025.
Kawasaki Heavy Industries plans to launch an AI-powered fully autonomous humanoid robot as early as 2030, using a physical AI platform under development by Japan's Noetra. Nikkei reported that Noetra is backed by 44 Japanese companies, including SoftBank and Kawasaki Heavy Industries.
Amazon and Constellation Energy signed a 20-year power purchase agreement that will supply 690 MW from the Calvert Cliffs nuclear plant in Maryland. The deal was announced as AI and cloud computing continue to drive higher electricity demand, prompting hyperscale tech companies to secure long-term, zero-emission power.
Driven by strong momentum in AI and consumer electronics, Foxconn reported consolidated revenue of NT$1.158 trillion (US$36.7 billion) for September 2026, marking the first time its monthly revenue has surpassed the NT$1 trillion threshold.
Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September revenue. He added that the company still sees AI server revenue growing by triple digits next year, with the business potentially accounting for 10% of sales.
Deutsche Telekom expects artificial intelligence and automation to generate around EUR2.5 billion (approx. US$2.8 billion) in indirect-cost savings by 2030 compared with 2023, Reuters reported, as the German telecom group puts measurable financial targets behind both cost savings and revenue growth.
Trend Micro said on October 5 that it was opening closed preview access to Autonomous Vulnerability Discovery in Trend Vision One, expanding an AI-driven security service that identifies and validates vulnerabilities in customer code and verifies their fixes. The service is designed to help enterprises find exploitable issues, including zero-day vulnerabilities, before attacks begin.
The resilience of global goods trade amid tariff escalation and an energy shock is real, but it rests on a narrow base. A breakdown of ITC Trade Map export data shows that a handful of AI hardware categories, led by servers, processors and memory chips, account for well over a third of the growth in world exports, and that the gains are flowing overwhelmingly to a small group of East Asian exporters and their North American customers.
