OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy for securing computing capacity as demand for artificial intelligence infrastructure accelerates.

Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging demand for AI infrastructure fueled rapid growth in its cloud-related business.

OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center procurement plans may be reassessed, reportedly raising questions for a supply chain led by Quanta Computer, Wistron and Foxconn.

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now fetching scarcity-driven premiums that reflect tightening export controls and surging domestic demand.

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results, saying demand for Azure, Copilot, and AI infrastructure continues to exceed available capacity.

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with CEO Sundar Pichai framing the quarter as evidence that its "full-stack" AI strategy is beginning to translate into measurable business performance.

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world deployment, the focus is shifting toward cost efficiency, system integration and application delivery. Against this backdrop, Unisplendour is emerging as a key beneficiary of the buildout, though its long-term trajectory will depend on how effectively it converts infrastructure strength into sustainable commercial value.

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption helped ease investor concerns over the company's heavy spending on artificial intelligence infrastructure.