Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave two reasons: outside customers keep the chips competitive, and outside volume lowers the cost of every chip Google uses itself. However, it would not say how much money the business makes.

Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting funding pressure to build computing capacity and deploy future applications.

Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated them, driving the New Taiwan dollar lower.

Microsoft kicked off its fiscal year 2027 with an impressive financial performance, reporting total revenue of US$92.3 billion, a 19% year-over-year increase. This financial momentum was heavily anchored by the Microsoft Cloud division, which surpassed US$63 billion in revenue and saw its growth rate accelerate to 30% compared to the same period last year.

As AI spreads across industries and everyday life, the experience of using it is becoming increasingly measurable, routable, and billable. The rapid proliferation of models is turning AI consumption itself into a metered business, with enterprises paying not only for access to models but for the tokens generated, processed, and managed around them.

Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not yet remove the financial burden of building the infrastructure behind it. Cloud revenue more than doubled, while spending on property and equipment exceeded the cash generated by operations.

Google has retaken first place on a closely watched independent ranking of AI models with Gemini 4 Carbon, its second flagship release in a month. The lead is narrow, though; the model remains out of reach for most developers, and independent testers have flagged trade-offs that qualify the company's claims.

Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity arrives later than planned. The distinction matters: management said spending below the company's forecast reflected delivery delays, not a retreat from its expansion plans.

Lenovo Group announced that its annual global innovation event, Tech World, will return to CES 2027 in Las Vegas, taking place at Sphere as part of the keynote program. The event will feature a lineup of prominent speakers and showcase the latest technological innovations and achievements, while combining technology and music to deliver a unique, immersive experience.

Chinese smart-glasses maker Rokid unveiled its full-color AI glasses, Rokid Color, in Hangzhou on October 27, alongside the second-generation Rokid Glasses 2 and the Rokid Ring smart interaction wearable. The Rokid Color features a full-color microLED optical engine and is available starting at CNY4,999 (US$750).

Google DeepMind has released Genie 4, its latest world model, as a research preview available only to a limited group of testers. The model generates real-time interactive environments rather than videos alone, allowing users to issue directions like directors and alter scenes and storylines as they unfold.

US AI startup Anthropic has formally filed for an initial public offering (IPO) with the US Securities and Exchange Commission (SEC), identifying competitive pressure from Chinese AI companies, model distillation, and cross-border technology restrictions among its operational risks.

LG Innotek’s 2026 third-quarter revenue topped KRW6 trillion (approximately US$4.52 billion) for the first time, driven by new mobile-device launches and technology adoption. However, a sharp decline in the Korean won against the US dollar and weaker-than-expected overall performance cut operating profit by more than half.

United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications, and automotive chips continued to drive the mature and specialty process markets.

Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor its post-IPO trajectory, while allowing Oracle to reduce its reliance on Nvidia's expensive chips, even though Oracle also announced a purchase of Vera Rubin platforms for its data centers.

Chunghwa Precision Test Tech (CHPT), a major semiconductor test interface supplier, posted record revenue and profit in the third quarter of 2026 as consolidated net profit reached NT$551 million (US$16.97 million), up 11.5% quarter on quarter and double the figure from a year earlier. The company has earned more than one times its paid-in capital for three consecutive quarters, with earnings per share reaching NT$16.75.

HTC Corporation announced on the 27th that it has launched Vivee, an AI companion device, first in the US, with plans to expand into Taiwan, Japan, and Europe. Alongside its recently introduced Vive Eagle AI glasses product line, the company is using Vivee to extend its AI ecosystem into emotional companionship and interactive experiences.

Toyota Motor Corporation is accelerating the commercialization of robots, creating potential opportunities for Ikka Holdings (IKKA-KY) to leverage its existing Japanese automotive supply-chain relationships and compete for robot component orders. IKKA, a long-standing supplier of Toyota-related automotive products, also plans to strengthen its metal-gear and robotic-arm assembly capabilities through an investment in Yijin Precision, extending its customer relationships into new applications.

Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside traditional business PCs. Asus said products related to Nvidia RTX Spark, particularly models with 64GB and 128GB of memory, are being allocated due to strong global demand, with the next shipments expected to arrive progressively by the end of October.

AI startups' revenue figures are under scrutiny as founders and investors question whether companies clearly distinguish active business from contracts that have not yet generated sales. The debate concerns how growth is presented to backers, employees and customers, and whether apparently comparable figures measure the same thing.

Kentec, a subsidiary of Kenmec Group, is shifting beyond its traditional role as a contract manufacturer of components to become a systems integration provider (SIP) for complete AI data center (AIDC) infrastructure. At an investor conference on October 27, Kentec general manager Asa Kuo said the AI era is just beginning, and the company is transforming its revenue mix by leveraging its electronics manufacturing services (EMS) foundation and electromechanical integration capabilities to enter thermal management and AIDC infrastructure.

The Hurun Research Institute's 2026 Hurun China Rich List shows ByteDance founder Yiming Zhang reclaiming the title of China's richest person with CNY670 billion (US$99.7 billion), while DeepSeek founder Wenfeng Liang ranked seventh in his debut appearance with CNY280 billion, highlighting AI's growing impact on Chinese entrepreneurs' fortunes.

Microsoft said its medical artificial intelligence (AI) system achieved higher diagnostic accuracy than general physicians in tests involving complex cases, potentially lowering diagnostic costs. Its Microsoft AI Diagnostic Orchestrator (MAI-DxO) simulates the work of a medical team by assigning multiple AI agents to reason collaboratively, asking about medical history step by step, selecting examinations, analyzing results, and refining the diagnosis instead of generating an answer from all symptoms at once.

AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1 billion in Meta's equity offering, joining Nvidia in buying into the social media company's fundraising for AI infrastructure. Critics describe this pattern as circular financing.

Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate AI computing even as its biggest buyers look for alternatives.