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Monday 8 June 2026

Nvidia-Microsoft AI PC alliance raises fears of South Korea being sidelined in next AI era

Nvidia and Microsoft have teamed up to launch RTX Spark, an AI PC superchip that could reshape personal computer architecture and intensify competition for AI leadership, according to South Korean media, including Edaily. The partnership is also raising concerns in South Korea about its role in the next phase of the global semiconductor and AI market.

Monday 8 June 2026

Dreame under scrutiny for breakneck expansion pace and state-owned funding

A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly spun off nearly 1000 affiliated companies within 18 months. The move follows a wave of online scrutiny over Dreame's business model, particularly its reliance on local state-owned funding while it aggressively seeks to expand into an expansive range of technology sectors.

Monday 8 June 2026

Uneec breaks into IT, liquid cooling racks on AI demand

Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack business in 2026, with plans to enter the IT rack and liquid cooling rack sectors. President Charles Lo added that its double-wide "fat" rack has already completed validation and can be shipped at any time to meet customer demand.

Monday 8 June 2026

Huawei Cloud targets Agentic AI race with Ascend 950DT, smart driving compute, secure hybrid cloud

Huawei Cloud is tying its next phase of cloud growth to Agentic AI, domestic computing power, and industry-specific deployment, launching a new infrastructure framework at its 2026 Huawei Cloud Inspire conference in Shanghai as it seeks a larger role in enterprise AI and smart driving.

Monday 8 June 2026

Exclusive: Marvell says AI's copper wall is nearing, with custom silicon and optical I/O set to scale

US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.

Monday 8 June 2026

Nvidia and LG Group team up on AI factory, robotics, and autonomous driving in expansive Korea partnership

Nvidia and LG Group announced a wide-ranging partnership on June 7 covering AI factory infrastructure, home robotics, autonomous driving components, and sovereign AI model development, making it one of the broadest single-company collaborations Nvidia has announced during Jensen Huang's South Korea visit.

Monday 8 June 2026

SpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization

SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The deal not only secures a major recurring revenue stream ahead of SpaceX's IPO but also highlights persistent demand for AI capacity as technology companies race to meet surging enterprise adoption.

Monday 8 June 2026

Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation

Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:

Monday 8 June 2026

Exclusive: Nvidia drops dual-piece cooling architecture for Vera Rubin platform

Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.

Monday 8 June 2026

Naver to build gigawatt-scale AI factories on Nvidia platform as Korea's sovereign AI push accelerates

Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.

Monday 8 June 2026

Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics

Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation memory co-development across Nvidia's full product roadmap and extends into semiconductor design, AI factory infrastructure and digital manufacturing.

Monday 8 June 2026

Nvidia and Doosan expand ties to target robotics and AI factory infrastructure

Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.

Monday 8 June 2026

Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea

According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.

Monday 8 June 2026

Hitachi and Intel strike collaboration on physical AI and industrial infrastructure

Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.

Monday 8 June 2026

KT Cloud speeds AI data center builds with modular construction and digital twin ops

KT Cloud is accelerating its artificial intelligence data center rollout in South Korea with modular construction, alternative power sourcing, and a digital twin operations platform. The move highlights how long permitting timelines, grid limits, and evolving GPU demands could shape AI infrastructure availability for users far beyond Korea.

Monday 8 June 2026

Dassault Systèmes, QCT, and Nvidia push digital twins for AI factories

Dassault Systèmes, Quanta Cloud Technology, and Nvidia are advancing industrial digital twins for AI factories, a shift that could shape how companies worldwide build, run, and scale generative AI systems. The effort targets more efficient inference, stronger lifecycle control, and lower energy use as demand for accelerated computing rises globally.

Monday 8 June 2026

France attracted over EUR110 billion in AI and data center pledges but delivery faces power and approval hurdles

France secured more than EUR110 billion (US$126.8 billion) in artificial intelligence and data center investment commitments at the recent Choose France summit, with the largest single pledge totaling EUR75 billion for three northern data centers, but officials and investors warned that grid constraints and administrative approvals could delay delivery. According to Financial Times and Reuters, the summit produced a record level of investment promises that together aim to add about 10 GW of computing capacity.

Monday 8 June 2026

OpenAI to roll Codex, ChatGPT and Atlas into desktop superapp within weeks

OpenAI said it would merge Codex, ChatGPT and the Atlas browser into a single desktop superapp within weeks as part of a push into the enterprise market. The company repositioned Codex from a developer-only tool into an enterprise productivity platform and added new enterprise features to serve growing non-developer usage.

Monday 8 June 2026

Anthropic's Mythos finds far more vulnerabilities but drives sharply higher scanning costs

Anthropic's AI model Mythos identified roughly five times more critical vulnerabilities than existing scanners during early enterprise trials, but its use generated sharply higher token expenses that forced companies to rethink deployment and budgeting, executives and reporting showed. The demonstrations and policy changes unfolded in May and June as Anthropic broadened access to its Project Glasswing security program for vetted organizations across critical infrastructure sectors.

Monday 8 June 2026

India roundup: India state targets chip packaging hub as India courts Taiwanese electronics investment

Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.

Monday 8 June 2026

xAI recruits Chinese AI tutors in push into China

Elon Musk's xAI has quietly posted a new "AI Tutor-Chinese" role on its Greenhouse hiring platform, signaling a push to strengthen Grok's multilingual audio capabilities and position the chatbot for entry into the China market. The job offers US$35 to US$45 an hour and allows for global remote work on a full-time, part-time, or project basis, with an average commitment of just 10 hours a week.

Monday 8 June 2026

Blaize, Winmate target drones and defense with rugged computing platform

Blaize and Taiwan's Winmate are deepening a partnership in rugged edge computing, pairing Blaize's power-efficient AI chips with Winmate's industrial hardware platforms to target defense, industrial automation, and low-altitude drone applications.

Sunday 7 June 2026

South Korea data center market to hit KRW11T by 2029

South Korea's private data center market is set to expand rapidly as generative AI demand drives a global investment boom, with AI infrastructure, power supply, geographic dispersion, and data sovereignty reshaping the industry's development path. Jong-hyun Shin, a researcher at the Korea Data Center Council (KDCC), said 2028 is expected to be the peak year for data centers finishing construction.

Sunday 7 June 2026

Pegatron unit ASRock Rack wins order to supply 587 GPU servers for Thailand AI data center

ASRock Rack, a subsidiary of Pegatron Group's ASRock Inc., has won an order to supply 587 GPU servers equipped with Nvidia B200 accelerators to Japan-based AI infrastructure provider Datasection Inc., the two firms announced. The systems are contracted for deployment at Datasection's AI data center near Bangkok, Thailand, and will serve as a dedicated high-performance computing platform for US companies.

Sunday 7 June 2026

JCET opens 3D packaging plant to target AI power modules, CPO demand

JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.

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