The second edition of GITEX AI Asia 2026 opened at Marina Bay Sands, bringing together participants from more than 110 countries, as industry focus shifts from artificial intelligence model development to large-scale deployment.
Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from AI data centers and upgrades to Wi-Fi 7. Accton Technology, Sercomm and WNC each posted record revenue for the period. However, rising memory prices are beginning to pressure cost structures across the sector.
The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands beyond accelerator capacity into system-level constraints.
OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity, according to a report by The Information. The deal represents an aggressive move by the ChatGPT creator to diversify its hardware supply chain and mitigate its reliance on Nvidia.
Amazon is pushing to compress AI data center build times through an internal initiative known as Project Houdini, shifting construction from labor-intensive on-site assembly to factory-based modular production.
Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers and network switches, lifting overall shipments across the sector.
Artificial intelligence (AI) agents are moving into real-world deployment across industries, automating routine workflows and pushing human roles toward oversight, judgment, and system design, speakers said at GITEX AI Asia.
