At the Open Compute Project (OCP) Global Summit held in San Jose, Dell Technologies CTO and senior vice president Ihab Tarazi outlined how open collaboration is driving the next phase of artificial intelligence (AI) infrastructure scaling. Tarazi emphasized Dell's decade-long partnership with OCP and its continued investment in open standards to enable high-performance, modular, and energy-efficient data centers that can meet the exponential demands of AI workloads.

As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across the supply chain is bringing optimism to the industry, and market watchers anticipate that companies with Samsung as a key customer will reap the greatest benefits, with the potential to achieve record-high earnings.

The global artificial intelligence data center sector is advancing into a phase characterized by high-power, high-density infrastructure, as highlighted at the Open Compute Project (OCP) 2025 Global Summit held in San Jose, in the US. The event has emerged as a key indicator for the next stage in AI infrastructure development, focusing on innovations in power supply, cooling, interconnectivity, and cluster platform design.

Egis Technology Group's subsidiary Algoltek has invested approximately NT$198 million (approx. US$6.46 million) by subscribing to private placement shares in Appro Photoelectron at NT$30 each. The investment is aimed at integrating Egis Group's iCatch AI vision chips, Syncomm's low-latency communication technology, and Algoltek's AI algorithms and high-speed interface technologies to develop a comprehensive "AI vision solution." This collaboration specifically targets applications in smart manufacturing, smart logistics, and the drone markets.

Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming AI accelerators.

Google has announced plans to establish a large-scale artificial intelligence (AI) hub in Visakhapatnam, Andhra Pradesh, marking its largest investment in India to date. The company stated that the initiative, valued at around US$15 billion between 2026 and 2030, aims to accelerate AI-driven transformation across India while supporting the government's "Viksit Bharat 2047" vision for a developed digital economy.

The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy Agency (IEA), global data center electricity demand could double by 2030, while load growth from AI training and inference may far exceed current expectations.

On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November. These rare earth controls have a considerable impact on the tech supply chain, one being the optics industry.

Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.

Amid the global surge in AI infrastructure development, Taiwan's professional electronic testing firm BTL Group is rapidly expanding its capabilities to meet rising demand for AI server certification and cybersecurity compliance.

At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also collaborated with key partners such as Nvidia and AMD to present a series of server platforms.