Nvidia is intensifying its open-source strategy through its upcoming trillion-parameter model in the Nemotron 4 family, which is meant to compete with the world's leading open-source models, according to The Information. While this may put it in the awkward position of vying against its customers, the chipmaker's advocacy for open-source AI could see the company benefit from more chip sales across the board.
At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main bottleneck is no longer compute; beyond memory, networking has become a key constraint on how far AI infrastructure can scale.
IBM and Together AI have announced a collaboration to deploy a dedicated Nvidia-powered inference cluster on IBM Cloud, a move that could reshape how enterprises access open-source AI services worldwide. The planned system is designed to improve performance, lower token costs, and expand global access to scalable AI infrastructure as demand for real-time applications grows.
Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing investor concerns that had built around whether the server maker's swelling AI order backlog could actually convert into profit.
July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied sharply by segment and supplier. ODM/EMS companies continued to generate the largest revenue base, while rail-kit maker King Slide, server manufacturer QCI and chassis supplier AIC recorded some of the strongest annual growth rates among the companies tracked.
Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity online. Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has since moved into the industry's middle tier, with plans to expand capacity simultaneously in Taoyuan, Vietnam and the US to capture growing AI demand.
Hyundai Motor Group is accelerating its "Physical AI+" robot strategy, with Saemangeum in North Jeolla Province set to become its main manufacturing base. The plan also includes robot training and learning centers in South Korea, the US, and China, as the group seeks a larger role in global robotics.
Surging demand for AI computing is accelerating server and data center infrastructure deployment. Speaking at Delta Electronics' Sustainable AI Summit on August 7, Wistron CTO Shen Ching-Yao said GPU lead times have shortened significantly. Orders now generally require around six months of advance planning.
AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the next key battleground for AI data centers and the broader electrification push. Speaking at the Delta Sustainable AI Summit, he said that, for the first time in 2026, global electrification and net-zero emissions will be discussed at the same level during UN climate talks, making Delta's business transformation path clearer.
The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly filings in Taipei. Major Taiwanese companies across the AI server supply chain, including server assembly, cooling, power, networking, and testing, reported combined July revenue of NT$2.59 trillion (US$80.34 million), according to the filings.
Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned data center operator, as the Claude developer races to keep pace with surging customer demand, people familiar with the matter told Bloomberg.
LiteOn Technology plans to begin trial production of its 800V high-voltage direct current (HVDC) solutions in August as it prepares to scale next-generation power systems for AI data centers.
