Chinese AI startup MiniMax Group reported a 283.1% increase in revenue, rising from US$30.4 million for the six months ended June 30, 2025, to US$116.6 million for the six months ended June 30, 2026. This growth was primarily driven by the continued expansion of its global user base, surging demand for model inference, and the company's ability to translate model advancements into commercial products and services for global enterprises, developers, and individual users.

KKCompany, the parent company of KKBox, said it will list on Taiwan's emerging stock market on August 31, with Fubon Securities serving as lead underwriter and advisor, returning to the local capital markets more than two years after its IPO plan collapsed at the final stage in 2024.

Nvidia's GPU roadmap is pushing 800VDC into the spotlight as a key next-generation breakthrough, with battery backup modules (BBUs) set to gain in both quality and volume as high-density AI factories shift toward the new power architecture.

Ford Motor Company has announced that it will be adopting Apple's MapKit for Automotive software development kit (SDK) for its own universal EV platform, and feed Apple Maps data to its Latitude AI team, which is working on its next-gen BlueCruise advanced driver assistance system (ADAS). The move reflects a broader willingness among automakers to incorporate data and tools from big tech into their core vehicle systems, and marks a shift from the former hostility between automakers and tech companies into pragmatic collaboration, as the global auto industry seeks to speed up its smart transformation.

The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion — 26.8 cents of every dollar they spent, down from a peak of 33.2 cents three quarters ago.

Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking its first renewed AI chip sales to China since shipping about US$60 million of H20 chips in early 2025. But shipments fell short of the total approved by US President Donald Trump and licenses cleared by the US government in January, amid opposition from Beijing.

Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials together account for 78% of the balance, against 42% a year earlier. The mix shows a company committing to scarce memory well ahead of the Vera Rubin ramp, and absorbing the cost several quarters before customer price increases land.

Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading is that the customer base is broadening. The sequence says something more specific.

Nvidia has agreed to acquire Hugging Face for US$12.9 billion, giving the AI chipmaker control of one of the most widely used platforms for open-source models, datasets, and AI deployment at a time when some of its biggest customers are developing competing processors.

China is placing artificial intelligence, industrial software and open-source ecosystems at the centre of its next phase of manufacturing digitalisation, seeking to strengthen domestic software capabilities while extending platforms such as Huawei's HarmonyOS (HMOS) across consumer and industrial devices.

Samsung Electronics' first tri-fold handset of 2025, the Galaxy Z TriFold, has repeatedly sold out, but with global shipments of only about 30,000 units, it functioned more as a technology showcase. A second-generation model is expected in the second half of 2027, with thinner designs, durability, and mass production capability as the next focus.

Tesla once tried to license its electrification and automated driving technologies to mainstream automakers through tech-transfer agreements, but none of those deals materialized. Today, the company is charting a different course, building out its own cloud service provider (CSP) capabilities and its Grok model while pushing into Robotaxis and Optimus humanoid robots. In China, though, regulatory reality has forced a pivot: Tesla is setting aside Grok in favor of ByteDance's localized large language model (LLM), Doubao.

The recent disclosure of SpaceX's partnership with Nvidia to deploy Vera CPUs as part of the architecture behind SpaceXAI's Starmind AI satellite was an outright showcase of where the two tech giants are decisively headed in the agentic AI era, as their collaboration deepens into one huge, interconnected ecosystem of orbital compute.

Anthropic is preparing for an initial public offering (IPO) and plans to tell investors its total addressable market exceeds US$30 trillion, according to people familiar with the matter. The company is expected to present the figure as part of its case for a high valuation and continued heavy infrastructure spending.

Ablecom Technology said it had joined a private placement for Jochu Technology and become the listed company's largest shareholder, giving the Taiwan-based chassis and thermal solutions provider access to additional capacity for AI server racks and liquid cooling products. The move is designed to help Ablecom address rising demand from global data centers for high-density computing, while the two companies plan to work more closely on production and technology.

Nvidia is aggressively expanding into open-source models and positioning itself as the world's largest open AI contributor, as CEO Jensen Huang reshapes the company from a supporter of the open AI ecosystem into a builder. The company recently spent US$6 billion to license Poolside's technology and hire about 100 of its engineers, adding momentum to the US open-model push.

The 2026 Taiwan Sustainability Summit opened in Taipei on August 25, bringing together government representatives, industry leaders, and experts from Taiwan and Germany to focus on how digital twin and industrial AI can accelerate net-zero deployment in manufacturing, buildings, energy management, and rail transport. The summit closed with a five-point joint declaration, outlining Taiwan's next 10-year development blueprint.

Taiwan's government said it will raise electricity supply capacity as it responds to rising demand from AI and industry. The comments came on August 26 at the opening of the 2026 New Energy International Forum in Taipei, where officials also pointed to gaps in public understanding of the island's power mix.

Anthropic has reportedly agreed to spend US$45 billion over six years to rent artificial intelligence computing capacity from Nscale's planned data center campus in West Virginia, underscoring the growing importance of securing large-scale infrastructure as AI companies scale their services.

Lambda, the Nvidia-backed neocloud provider, is seeking to raise as much as US$3 billion before a planned 2027 listing, with its valuation potentially reaching US$12 billion, according to people familiar with the matter. Bloomberg reported that Lambda’s 2026 revenue is projected to exceed US$1.5 billion, and that the company has already received several investment term sheets, though the deal terms have not been finalized.

AI is already sweeping Wall Street, but Goldman Sachs partner Chris Churchman is warning that overuse of AI could lead to "cognitive decline." A CEPR-backed study cited by The Economist found that generative AI lifted homework scores among 26,811 Chinese secondary school students by 18% but cut closed-book monthly exam scores by 20% within six months.

China's open-weight AI models have surged in usage and have now overtaken proprietary models for the first time. South China Morning Post (SCMP), citing data from US web development platform Vercel, reported that on August 25, Chinese open-weight AI models accounted for 54% of total token usage across its own calls and the agent layer AI Gateway, surpassing proprietary models for the first time.

Amazon Web Services (AWS) and Nvidia are expanding their collaboration to add millions of GPUs and new infrastructure for agentic and physical AI. The move signals rising global demand for advanced computing, with implications for cloud customers, governments, and robotics developers seeking faster, more secure access to AI tools worldwide.

Tesla CEO Elon Musk recently said the company's upcoming AI5 inference chip could deliver two to three times the performance per watt of Nvidia products when deployed in autonomous vehicles and Optimus humanoid robots, potentially at just around 10% of the cost.

As the humanoid robot supply chain moves closer to mass-production readiness, Taiwan's precision manufacturing sector is gaining new opportunities to enter the US market, according to DIGITIMES observations.