Tata Communications announced on October 26 that it plans to invest US$400-450 million in approximately 10,000 kilometers of long-haul fiber across India, linking data centers and AI hubs as it expands its connectivity business. The network will connect domestic corridors with its global backbone.

The claim that more than half of China's artificial intelligence (AI) computing power is being used to produce micro-dramas has reignited debate in China's technology sector over whether the country is directing too much of its AI computing resources to entertainment content while neglecting productivity applications.

Cadence Design Systems is betting that chipmakers will want AI models trained on its own design tools and run wherever customers choose. That puts it on a different route from rival Synopsys, which is building its specialized model with OpenAI on OpenAI-hosted infrastructure. On October 26, alongside its third-quarter results, Cadence introduced Maestro, a portfolio of domain-specialized AI models that power its AI super agents for chip and system design.

AI server power architectures are evolving toward high-voltage distribution and point-of-load voltage conversion, according to DIGITIMES Intelligence.

Meta has become the first of the four major US hyperscale cloud providers to report its latest earnings, with supply chain players closely monitoring changes in the company's capital expenditure plans and investment priorities.

DeepSeek and MiniMax have received approval to deploy their artificial intelligence models overseas, according to a post published October 22 by China Central Television’s Yuyuantantan account. The move signals that Beijing intends to permit Chinese AI companies to pursue global commercialization, even as proposed export controls could raise the threshold for transferring some advanced technologies abroad.

Meta Platforms’ long-term AI infrastructure spending is driving rising financial pressure, with free cash flow turning negative in Q3 2026 and future lease and non-cancelable contract commitments climbing to about US$825 billion. The company also raised the lower end of its 2026 capex forecast by US$5 billion to US$135 billion, signaling continued AI expansion as financing and investment returns become new challenges.

After GPT-6 Astra launched in early September 2026, researchers quickly put it through Physical AI and robotics benchmarks. In some tests, it outperformed specialized models trained on large amounts of robot data.

Moonshot AI's first visible overseas sales hire marks a new stage in how Chinese developers of open-weight models compete outside China. They have given away model weights to win developers and earned money through cloud platforms and license terms; Moonshot now appears to be adding staff on the ground to manage partners and large customers.

Since Elon Musk publicly confirmed that Tesla and SpaceX are evaluating a potential merger, the prospect has stirred widespread speculation over what could become the largest corporate transaction in history—and whether combining two of Musk's biggest technology platforms would actually create value beyond the sprawling ecosystem they already share.

The robotics industry has come a long way since robots were first built starting in the mid-20th century. Yet LEACHIM, a robot teacher and one of the world's first humanoids created back in the 1970s, may hold a key clue as companies seek to transition their technological advancements into on-the-ground deployment: develop machines that solve real-world problems.

Doosan Robotics is focusing its sales efforts on large automotive and semiconductor manufacturers as it develops AI-powered systems capable of handling more complex factory tasks, Hyeonchang Jeon, senior manager of the company's Korea sales team, said in an interview with DIGITIMES at FIX 2026 in Daegu, South Korea.

Chunghwa Telecom (CHT) has established a new subsidiary, CHT Intelligent Vision Solutions (IVS), spinning off an internal team focused on smart security and intelligent video analytics. The new company will target enterprise security, public safety, and smart-city applications, while taking Taiwanese hardware partners overseas.

Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive capital investments will translate into corresponding revenue and profits.

The US Federal Communications Commission (FCC) granted Intel a waiver to its ban on foreign-made mobile robots, which will allow it to update its fleet of autonomous guided vehicles (AGVs). Intel had earlier petitioned the agency for an exemption, saying that not doing so would threaten chip production in the country.

Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's annual revenue is below US$1 billion, and neither the order's value nor its deployment scale has been disclosed, the deal underscores a broader shift in AI infrastructure competition toward full-stack system integration.

Anthropic has launched a research preview of Claude Duet, an AI agent that connects to email, calendars, and business software to prioritize work, track to-do items, and execute tasks in the background. The standalone app extends AI beyond answering questions into real-world workflows.

As Taiwan enters a super-aged society, labor shortages and mounting workloads in long-term care are making care robots more than an automation challenge. The key question is how to enable robots to understand the human body, determine appropriate care movements, and remain safe during close contact with patients.

Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it expands AI-related business to drive revenue growth from 2027.

As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site engineering. Nvidia unveiled its DSX POD reference design based on the Vera Rubin platform at GTC Berlin, with partners installing, integrating, and validating equipment inside containerized modules before transporting them to customer sites for final assembly and operation.

Tech Mahindra has announced a collaboration with AI coding platform SpaceXSI to help global enterprises modernize legacy applications, accelerate software delivery, and improve developer productivity, according to a company announcement issued from Pune, India, on October 22, 2026.

South Korean robot makers are taking different routes into industrial humanoids: Tesollo is building dexterous hands, AeiROBOT is preparing bipedal systems for shipyards and construction sites, and HD Hyundai Robotics is developing a dual-arm platform that may eventually gain wheels and legs.

Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany to combine manufacturing strength with faster AI adoption, expand infrastructure, and ease regulatory constraints before another transformation passes the region by.

AI-driven growth will push the semiconductor industry past the US$1.6 trillion mark in 2026, while accelerating chip development cycles to one new product every nine months, Etron Chairman Nicky Lu said. He warned that the next 3 to 5 years will be critical for Taiwan, which risks facing intense competition unless it builds stronger software, system, and architecture advantages.