Inside a refurbished industrial building in Sheffield, a quantum computing laboratory is preparing for a future that could transform how the world develops medicines, advanced materials, and computing infrastructure.

Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of US$210.8 million, up 55% from a year earlier. Cloud and other services now account for about two-thirds of the total. Reported profitability has not kept pace. Non-cash charges for customer warrants and employee stock compensation, which jumped after the company's listing, pulled GAAP gross margin down to 20% and left operating losses far wider than a year ago.

SpaceX plans to invest more than US$74 billion in AI supercomputing campuses in Texas and Arizona, expanding beyond rockets and satellite internet into large-scale AI infrastructure. The projects promise thousands of jobs but face regulatory, environmental and political challenges.

Singapore said it independently investigated Hong Kong resident Alice Huang and Singapore-registered Megaspeed International over suspected false declarations involving servers exported through Singapore, while stressing that companies must consider foreign export controls. The case highlights Singapore's position on cross-border trade, cooperation with overseas authorities, and enforcement against alleged dishonest practices.

Tighter financing and stricter local oversight could lead to consolidation among weaker cloud providers and greater concentration in the data-center industry, Asus said. However, based on its current customer mix and preliminary customer feedback, the company has not seen major effects on construction plans or orders for the fourth quarter of 2026 or 2027.

Asus has turned cautious on the 2027 PC market, forecasting a 10–15% full-year decline as memory prices surge, end-user demand cools, and global regulation of data-center construction tightens. The company expects the decline to be steeper in the first half, with a gradual recovery only in the second half.

Asus posted record brand consolidated revenue of NT$258.788 billion (US$7.86 billion) in the third quarter of 2026, up 7% quarter-on-quarter and 36% year-on-year, as AI server shipments continued to grow. Net income rose 14% sequentially and 105% year-on-year to NT$21.631 billion.

The loophole that lets Chinese AI developers rent Nvidia chips in overseas data centers is becoming the main target of a tougher US export-control push. Democrats swept both chambers of Congress in the November 3 midterms, and the Commerce Department is moving to finalize its own remote-access rule. The stakes are large: remote access accounts for about half of the US-made AI compute that Washington could still cut off from China by the end of 2027, according to the Institute for Progress (IFP).

Nvidia's product pipeline is locked in for the next two years, analysts say, but Jensen Huang's resignation calls into question the annual upgrade cadence he personally drove and exposes how thin the company's formal leadership bench is beneath a CEO who ran it with dozens of direct reports and no second-in-command.

Compal Electronics will transfer the research and development and sales operations of its server-related Infrastructure Solutions Business Group (ISBG) to its wholly owned subsidiary Fusionite Corporation, while retaining manufacturing, under a board-approved spin-off plan.

Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing orders to hold, with any meaningful shift in market share more likely from 2027 onward.

Jensen Huang's resignation removes the executive who turned Nvidia's balance sheet into a funding source for the AI buildout, raising questions about whether the company will keep writing the guarantees, investments, and capacity deals that helped its customers buy its chips, even as financial experts say the commitments already made pose limited systemic risk.

By handing the top job to its chief financial officer rather than an engineer, Nvidia's board has signaled that its priority after Jensen Huang's abrupt exit is to steady investors, customers, and operations, while the bigger strategic call on who will set the company's technology direction has been deferred to a search that analysts expect to take months.

Jensen Huang's resignation is expected to have short-term effects on Taiwan's server suppliers, which are developing Nvidia's Vera Rubin and Feynman platforms. However, suppliers say the leadership change creates uncertainty over Nvidia's longer-term direction, including products after Feynman, and whether a successor will maintain ties with Taiwan's local supply chain.

Pegatron's third-quarter operating profit jumped 149.7% from a year earlier to NT$8.04 billion (approx. US$244 million), as stronger server and smartphone shipments lifted revenue by more than 50%, the Taiwanese contract electronics manufacturer said on November 12.

Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company also forecasts another growth year in 2027, planning capital expenditure (capex) of NT$40 billion (US$1.21 billion) to NT$45 billion, although it says spending will begin to moderate.

Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue and grow severalfold in 2027. Its portfolio spans Nvidia's GB series and HGX platforms, as well as custom ASIC servers, while shipments of next-generation Vera Rubin systems are expected to begin in the first half of 2027.

Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting high-double-digit growth in AI rack shipments. The company expects to gain market share through diversified AI solutions and an expanding customer base, but warned that component supplies, geopolitical and economic conditions, inflation, and monetary policy will shape its 2027 operations.

Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer for the AI Factory business it is developing with Nvidia and Brookfield.

SoftBank Group (SBG) has denied SpaceX CEO Elon Musk's claim on X that the company defaulted after ordering turbines, while saying its AI infrastructure plans remain on track. However, SBG recorded a JPY597.2 billion (US$3.73 billion) loss in the second quarter of fiscal 2026 (July–September 2026) after reviewing purchases of power-generation equipment for US data centers, though it said the loss was unrelated to Project Stargate Ohio.

As demand for AI computing expands across industries and applications, chipmakers are seeking opportunities beyond conventional data centers, extending into enterprise deployments and personal devices. At the ninth China International Import Expo (CIIE) in 2026, Intel China showcased three AI computing solutions: green computing pods for large data centers and enterprise campuses, integrated AI inference systems for small and medium-sized enterprises (SMEs), and AI Agent PCs for individual users.

At the opening panel of electronica 2026 in Munich on November 10, industry leaders agreed that the primary bottleneck in artificial intelligence is shifting from computing power to energy delivery. Panelists warned that power semiconductors are quickly becoming the tech sector's next critical supply chain gap as AI data centers scale to hundreds of megawatts, or even gigawatts, straining grids and power delivery architectures never built for such concentrated loads.

Taiwan is strengthening its quantum technology ecosystem through coordinated government research and industry collaboration, bringing together international technology companies, academic institutions and domestic suppliers to accelerate the development of quantum computing and related applications.

IBM plans to build its next-generation Nighthawk r3 quantum processor to run 10,000 operations across 520 qubits, advancing larger workloads for scientific and industrial users worldwide. The company also plans to link two processors in 2027 to create a 1,040-qubit system, and to integrate quantum machines with classical computing resources.

Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics manufacturing services providers (ODM/EMS) tracked surpassed their full-year 2025 revenue during January–October 2026. Among optical suppliers, LandMark nearly doubled last year's total, while FOCI's strong October growth brought cumulative revenue only marginally above the previous year's corresponding period.