As artificial intelligence (AI) infrastructure grows larger and more complex, the challenge is no longer simply building data centers. It is building them fast enough.

Acer and Taipei Computer Association (TCA) Chairman Jason Chen said Nvidia's AI PCs, designed specifically for agentic AI functions, point to a new usage model in the AI era and could create fresh demand in the PC market. He said the PC industry, which had been stuck in stagnation or decline for years following a pandemic-era boom due to a shift toward working and studying from home, now has a chance to rebound as AI shifts from training to inference.

oToBrite and Turing Drive announced a technology collaboration on June 2 to develop real-world autonomous vehicle applications using vehicle-grade vision AI, which combines oToBrite's automotive cameras and visual AI with Turing Drive's core self-driving system. The companies aim to give global special-purpose vehicles (SPVs) a smarter brain.

The AI arms race is shaping up to be much more than a competition for computing power, with factors such as power supply, grid resilience, and carbon credits all playing a part in the ever-escalating battle.

SK Group chairman Tae-won Chey said SK Hynix plans to double its overall production capacity over the next five years, as strong demand for artificial intelligence (AI) drives a global memory shortage. He added that the expansion is tied to deeper cooperation with Taiwan's semiconductor and IT supply chains, particularly through a strategic alliance with foundry leader Taiwan Semiconductor Manufacturing Company (TSMC).

Intel CEO Lip-Bu Tan used his Computex 2026 keynote in Taipei to frame Intel's AI-era reset around execution, infrastructure, and deeper ties with Taiwan's PC and semiconductor supply chain.

Intel CEO Lip-Bu Tan opened his Computex 2026 keynote in Taipei on June 2 with a personal note that set him apart from every Intel CEO before him.

Qisda Corporation is accelerating its AI strategy across its core businesses, with chairman Peter Chen saying the technology is still in its early stages but is already reshaping daily life and will have a greater impact over the next decade.

As Europe and the US fall short of expectations for the automotive electrical/electronic architecture (E/EA) transition, traditional tier-1 suppliers are accelerating diversification efforts to offset slowing automotive growth. Among them, France-based Valeo, one of the world's top-15 automotive parts suppliers, is leveraging its automotive expertise to expand into faster-growing sectors including AI data center infrastructure, defense, robotics and small-mobility solutions.

COMPUTEX 2026 is underway in Taipei, and this year's edition has distinguished itself with an unusually dense lineup of top tech company CEOs on the speakers' roster, according to Taiwan External Trade Development Council (TAITRA) chairman James Huang.

Nvidia CEO Jensen Huang said the computing industry is entering an era of "agentic computing," in which data centers, personal computers, autonomous vehicles, humanoid robots, and satellite systems will share a common AI architecture. He framed the shift as a broad reworking of how future devices will operate.

Ennoconn, a Taiwan-based industrial PC (IPC) vendor, said on June 1 at a forum in Taipei that its physical AI business is expected to exceed NT$10 billion (US$318.93 million) in 2026, as it deepens ties with Austria-based smart IoT solutions supplier Kontron and expands commercialization. The company said the partnership could generate an additional NT$10 billion in synergies by 2028.

Anthropic announced that it has filed confidential paperwork to go public on June 1 to the US Securities and Exchange Commission, pulling ahead of rival OpenAI for now in the IPO race. The number of shares on offer and the stock price have yet to be decided.

Foxconn Technology Group used COMPUTEX 2026 to present a broader AI infrastructure push, signaling a move beyond AI server supply and into token factory services. The company highlighted its "3+3+3" transformation strategy spanning manufacturing, platform applications, robotics, healthcare, and space-related computing.

Intel is expanding its data center portfolio with new Xeon 6+ processors, Ethernet E835 networking products, and fresh details on its Crescent Island AI accelerator, positioning the CPU as a central control point for the next phase of AI infrastructure.

Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive phase of growth that could reshape global cloud and chip supply chains. Berkshire Hathaway separately agreed to invest US$10 billion, underscoring investor conviction in the company's long-term AI build-out.

OpenAI is expanding its robotics efforts and recruiting engineers across hardware, operations, systems, and machine learning to develop robots capable of performing useful tasks in the physical world.

In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes are running through the entire AI sector, pushing Nvidia's market value higher, lifting cloud revenue and profits at Amazon, Microsoft, and Google to record levels, and driving the valuations of AI startups OpenAI and Anthropic to nearly US$1 trillion.

Foxconn and Nvidia announced at Nvidia GTC Taipei that they would expand agentic AI deployments across Taiwan's major medical centers this year to support the government-backed Healthy Taiwan initiative, aiming to move hospital AI from isolated pilots to coordinated multi-agent systems. The rollout pairs Foxconn's Nurabot nursing collaboration robot and surgical scrub bots with CoDoctor software agents to handle clinical reasoning, record-keeping, logistics, and real-time procedure support.

Advantech on June 1 said it deepened its strategic partnership with Nvidia and launched an AI-native factory architecture centered on an agentic multi-agent system called AI Factory Brain, aimed at extending AI decision-making into real-time factory operations. The announcement described the move as a shift from hardware supply to integrated solutions, with Advantech using its own factories as validation sites for the new platform.

Nvidia announced at its GTC Taipei 2026 event that it will significantly expand the ecosystem of its Nvidia Drive Hyperion robotaxi-ready platform, bringing together global automakers, autonomous driving software developers, and shared mobility service providers.

Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first products are expected from Dell, HP, Lenovo, and MSI in autumn 2026.

Solomon, an AI 3D vision company, announced at COMPUTEX 2026 that it had integrated Nvidia's NemoClaw architecture to coordinate multiple AI agents for humanoid robots, combining inference, perception, sensor fusion, mobility, and manipulation into a single workflow. The firm said the integration leverages Nvidia's open-source foundation models, together with Solomon's active perception technology, to enable robots to understand task requirements, adjust viewing angles, optimize grasping positions, and respond dynamically to changing environments.

Semiconductor testing company King Yuan Electronics (KYEC) recently convened its 2026 shareholders' meeting, during which it completed the election of nine board directors. Longtime chairman C.K. Lee unexpectedly stepped down from the chairmanship but remains a regular director. The board subsequently elected vice chairman Chi-chun Hsieh as the new chairman, a move that has drawn significant attention from the industry.