Nvidia has reached a deal with OpenAI to provide up to US$105 billion in credit guarantees for the AI startup's upcoming 8GW data center campus in Ohio. The support will help OpenAI to secure a lease from SB Energy, while Nvidia will be the facility's exclusive chip supplier.
Nvidia's new Taiwan headquarters will be located in the Beitou-Shilin Technology Park, with construction expected to begin by the end of 2026. As the AI and high-tech ecosystem takes shape around the project, power supply has emerged as a key concern—and one closely watched by Nvidia CEO Jensen Huang.
Tata's leadership transition may shape the pace of one of India's biggest industrial bets. The group's planned spending on chips, clean energy, and AI data centers is entering a critical stage, but a shift toward tighter capital discipline could slow expansion and alter priorities worldwide.
Seetel reported strong momentum in 2026 as large-scale energy storage projects and battery module shipments lifted revenue, while the Taiwan-based energy systems company moved to broaden its footprint in the US and Australia. The firm said its first seven months of revenue reached nearly NT$8.2 billion (US$254.4 million), supported by demand tied to AI data centers, virtual power plants and energy infrastructure.
Chinese authorities have announced that sodium-ion batteries will be exempt from consumption tax from September 2026 through the end of 2028, while lithium batteries will once again gradually face a 2% to 4% consumption tax. The new policy creates a 28-month "lithium-sodium tax gap" of about 2% to 4%, accelerating commercialization of sodium-ion batteries and drawing previously cautious downstream buyers into the market.
The Chinese National Federation of Industries (CNFI), a major industrial and manufacturing association in Taiwan, called for the government to speed up the restart of nuclear power on the island and addressed three major industry concerns, amid the rapid expansion of the artificial intelligence (AI) and semiconductor sectors.
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.
Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab, an ambitious semiconductor manufacturing complex designed to secure the compute capacity required by Tesla, SpaceX and xAI.
US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures aimed at lifting domestic production. The proclamation reflects a broader effort to reduce the US's reliance on foreign supply for solar manufacturing, semiconductors, and other advanced technologies.
Factorial Energy and SK On have agreed to study whether existing battery plants could be adapted for solid-state cells, a move that could affect how next-generation batteries reach global markets. The deal underscores a broader industry push to scale cleaner, denser energy storage through established manufacturing networks, rather than entirely new factories.
Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according to Dynapack president Chang Chung-hsing.
LG Energy Solution has filed patent infringement proceedings against Chinese battery maker EVE Energy in the US over cylindrical lithium-ion battery technologies, seeking relief through both the US International Trade Commission and the US District Court for the Eastern District of Texas.
