Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through 2030.

Microsoft is phasing out a rented compute capacity agreement with Oracle after deciding not to renew a contract with the cloud provider. The separation is a part of a larger rethinking of the software giant's cloud partnerships as the neocloud business model comes under growing scrutiny.

SpaceX CEO Elon Musk said the company's annual recurring revenue (ARR) will likely exceed US$500 billion in December 2027, and that a US$1 trillion run rate is no longer out of the question. However, he put the odds of the higher figure at about 2%. Musk made the remarks on November 6 during a virtual fireside chat with investor Ron Baron at the 33rd Annual Baron Investment Conference in New York, according to a clip posted by Sawyer Merritt on X and a transcript published by Tesla North.

Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones and establish a foothold in the rapidly expanding AI data-center market.

Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions of dollars in capital expenditure.

Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting concerns over the AI market, according to DIGITIMES Intelligence. Arm-based CPU servers are expected to lead the expansion, with Nvidia's next-generation Vera Rubin platform facing supply constraints.

Surging demand for advanced packaging driven by artificial intelligence (AI) has turned chip-on-wafer-on-substrate (CoWoS) from an "interesting" technology into a headache, making it an urgent priority for MediaTek to secure wafer, packaging, and substrate capacity, said company deputy GM of advanced packaging Shang Hou.

When an emergency call comes in, the difference between help arriving in five minutes and ten can be critical. Yet dispatching emergency vehicles across a city involves a complex calculation: where should limited resources be stationed to reach unpredictable incidents as quickly as possible?

Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter performance. The company is accelerating development in AI cooling, semiconductor materials, and other high-value applications to reduce its exposure to market cycles.

Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects to begin mass production of AI PC-related products in the second quarter of 2027 as it offsets continued declines in notebook demand.

Apple has reached a pivotal juncture in its artificial intelligence (AI) strategy: to modernize Siri and establish a broader AI presence. While new CEO John Ternus has publicly championed the company's privacy-centric, deeply integrated approach to AI, internal pressures highlight an urgent drive to accelerate innovation and close the gap with industry rivals.

Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first 10 months reached NT$3.29 trillion, increasing 99.53% year-over-year and setting a new high for the same period.

Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline on record in 2026. At their latest earnings briefings, cloud AI dominated the discussion, while smartphone operations took a back seat.

Madison Huang, Nvidia CEO Jensen Huang's eldest daughter and the company's senior director of marketing for Omniverse and robotics products, has canceled her entire visit to South Korea, including a planned meeting with South Korean Deputy Prime Minister and Minister of Science and ICT (MSIT) Bae Kyung-hoon. Nvidia cited only "family reasons" for the cancellation.

Sino-American Silicon Products (SAS) is focusing on computing power and electricity, as construction of artificial intelligence (AI) data centers accelerates, demand for high-bandwidth memory (HBM) surges, and the global energy transition continues to advance. By leveraging its dual-track strategy of manufacturing and services, the company is capitalizing on market opportunities, driving consolidated revenue for the first three quarters of 2026 to a record high for the same period.

US President Donald Trump said on November 8 that Jensen Huang should remain CEO of Nvidia, hours after the chipmaker's board opened an independent investigation into whether Huang had been the target of a foreign intelligence effort following his admission of an affair with a woman US officials suspect of spying for China.

FarEasTone Telecommunications is evaluating opportunities in AI data centers (AIDCs) but has no concrete plans to build a new facility, according to company president Chee Ching. Speaking at the company's latest earnings call, Ching said that FarEasTone will assess actual market demand to consider effective strategies for utilizing resources across the corporate group.

From quantum computers built on conventional silicon to semiconductor light sources promising a new generation of secure communications, the breadth of innovation on display at the UK's National Quantum Technologies Showcase offered a striking glimpse into an industry pushing beyond the established boundaries of computing.

According to an official statement, Nvidia's board has opened an independent investigation into reports that founder and CEO Jensen Huang was targeted in a foreign intelligence effort. The move puts the leadership of the world's most closely watched AI chipmaker under formal review just as lawmakers in both US parties press for answers about China's access to sensitive American technology.

As artificial intelligence reshapes global chipmaking, the UK's strength in design, materials and research is being tested by a longstanding challenge: turning technological breakthroughs into scalable commercial products.

Three US lawmakers asked Nvidia CEO Jensen Huang to attend a closed-door meeting to discuss his interactions with former Megaspeed executive Alice Huang. The request followed recent reports alleging that Alice Huang had fed intelligence to the Chinese government and had developed a "close relationship" with Jensen Huang.

Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects after Democratic candidates won or secured reelection, according to Bloomberg. Taiwan suppliers are watching closely as some projects could be paused, while Nvidia's upcoming earnings call is expected to provide clues on AI infrastructure demand.

Moonshot AI, a leading Chinese model developer, is reportedly seeking remote access to Nvidia chips held in Europe. With sales of advanced US chips to China limited, the move would exploit a loophole in American law that currently does not restrict cloud service providers (CSPs) from selling compute to Chinese companies.

Democrats swept the US midterm elections, reshaping the global technology and industrial landscape. Their victories in key gubernatorial races, including in Texas and Georgia, have raised concerns about AI infrastructure expansion after some winning candidates explicitly pledged to pause data-center development.

Wistron ITS reported record gross profit, operating profit, net income, and earnings per share in the third quarter of 2026, as stronger revenue and improved operating efficiency supported continued expansion in AI and semiconductor services. Consolidated revenue reached NT$3.752 billion (approx. US$114.1 million), up 3.5% quarter-over-quarter and 25.6% year-over-year.