The explosive rise in AI computing power is pushing the data center industry to rethink its entire architectural model, according to Vik Malyala, senior vice president for technology and AI at Supermicro.

Oracle Cloud Infrastructure (OCI) is expanding its global footprint with plans to build multiple gigawatt-scale AI supercluster campuses capable of hosting millions of GPUs, as it seeks to meet surging demand for large-scale AI workloads.

The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance in the global data center industry. Two major developments stood out during the keynote session: an expanded OCP board reflecting stronger collaboration across the ecosystem, and a strategic shift in technical focus from rack-level designs to power and connectivity beyond the data center.

Google unveiled a new industry-wide initiative to redefine data center architecture for the artificial intelligence era, announcing the creation of an "agile, fungible data center" workstream under the Open Compute Project (OCP).

At the 2025 OCP Global Summit, Taiwan-based interconnect solutions provider BizLink unveiled a full suite of high-speed connectivity and AI-ready data center solutions, showcasing its technological edge in copper, optical, and power integration for next-generation computing infrastructure.

Open collaboration and shared standards will be essential to sustain the exponential growth of artificial intelligence (AI), AMD Chief Technology Officer and Executive Vice President Mark Papermaster said at the 2025 OCP Global Summit.

China is sending new shockwaves through the global economy after its two largest rare-earth producers announced a massive 37% price hike for the fourth quarter. The move comes just one day after Beijing expanded its export controls to include crucial semiconductor and AI technologies for the first time, signaling a tighter grip on the strategic materials.

American AI chip startup Cerebras Systems announced plans to deploy large-scale computing infrastructure in the UAE aimed at supporting fast-growing AI industries in the Middle East, India, and Pakistan. The deployment will provide computing power for the Stargate project, a significant AI initiative in the region.

The Open Compute Project Foundation (OCP) opened its 2025 Global Summit with a pivot toward artificial intelligence, setting its sights on becoming the leading global platform for AI infrastructure standardization.

On October 9, 2025, China's Ministry of Commerce issued Announcements No. 61 and 62, expanding export controls on rare earths. The scope now extends beyond raw materials to include equipment, technology, and assemblies containing rare earth elements. An extraterritorial clause was also introduced, stating that foreign products containing a certain proportion of Chinese-origin rare earths or manufactured using Chinese technology must also apply for export licenses. China emphasized that this clause was intended to improve the regulatory system; in response, the US raised tariffs.

Taiwan's leading robotics and automation firms are posting record-breaking revenues this quarter, cashing in on a global surge in demand for smart manufacturing.

The US economy's expansion in the first half of 2025 was significantly propelled by investments in artificial intelligence (AI) data centers and information technology, according to recent analyses.

Alcor Micro Corporation, a subsidiary of Egis Technology, is showcasing its latest Arm architecture CPU platform, Mobius100 (CSS V3), at the 2025 Open Compute Project (OCP) Global Summit held October 13–16 in San Jose, California. The 8-core simulation platform is designed for artificial intelligence (AI) and high-performance computing (HPC) servers, reflecting Alcor's commitment to advancing open, energy-efficient, and secure computing architectures.

Indian Prime Minister Narendra Modi recently held talks with Qualcomm CEO Cristiano Amon to discuss technological cooperation in artificial intelligence (AI), semiconductors, and 6G advancements. The leaders shared perspectives on the future of India's tech ecosystem on X, emphasizing the country's expanding role in the global technology landscape.

OpenAI and Broadcom have announced a wide-ranging collaboration to co-develop and deploy 10GW of custom AI accelerators, marking one of the largest hardware initiatives yet in the artificial intelligence sector.

OpenAI's Sora, a new product aimed to be "AI TikTok", has sparked concerns that the company is drifting from its original mission to benefit humanity. However, CEO Sam Altman insists that Sora helps fund the development of artificial general intelligence (AGI) and does not conflict with OpenAI's nonprofit goals.

OpenAI continues to expand aggressively, while its main rival Anthropic struggles to match its influence and valuation. However, Anthropic still holds significant sway in software development. Its recent partnerships with tech giants Microsoft and IBM demonstrate promising potential in the enterprise market.

Yen Sun Technology (YS Tech) has completed a new factory in Kaohsiung as it moves to capitalize on the booming demand for AI server cooling systems. The company announced that mass production at the new facility is scheduled to begin in the first half of 2026.

Ubiqconn Technology has reported an unaudited consolidated revenue of NT$133 million (approx. US$4.33 million) for September 2025, down 32% sequentially but up 20% year-over-year. The accumulated revenue for January to September 2025 reached NT$1.63 billion, marking a 6% increase over the same period last year, with overall operations remaining steady.

OpenAI CEO Sam Altman has been a fixture in the headlines in the past two weeks, securing partnerships with AMD, Samsung Group, and SK Group, and signing a memorandum of understanding (MOU) with the South Korean government to support the country's AI transformation and ecosystem development. However, obstacles still hinder the widespread adoption of AI, with a recent survey revealing that enterprises still cannot fully trust GenAI.

OpenAI has quietly acquired Roi, a consumer-facing AI investment app, further extending its push into personalized artificial intelligence tools designed to manage everyday life.

Broadband equipment supplier Twoway Communications continues to focus on its two core businesses — broadband transmission equipment and smart networking AIoT applications. In particular, the company has actively expanded its AIoT business in recent years, with increasing order momentum contributing significantly to overall revenue through September 2025.

Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million), up 51% sequentially but down 7% annually. Net profit after tax rose 6.79% year-over-year to NT$7.08 billion, while gross margin declined to 47.2% due to an increase in outsourced components and foreign exchange impacts.

Largan Precision CEO Adam Lin provided a wealth of insights regarding robotics and smartphone lenses at Largan's third-quarter online investor conference.