Power Integrations (PI) has announced two ultra-thin, compact auxiliary power supply (PSU) reference designs built for 800VDC AI data centers. PI principal training engineer Jason Yan said the ultra-compact solution, designed for Nvidia Kyber liquid-cooled blade-rack systems, uses a highly integrated GaN design that saves 30% of PCB space and reduces component count by 30% compared with conventional silicon carbide (SiC) solutions.

Foxconn Technology Group used COMPUTEX 2026 to present a broader AI infrastructure push, signaling a move beyond AI server supply and into token factory services. The company highlighted its "3+3+3" transformation strategy spanning manufacturing, platform applications, robotics, healthcare, and space-related computing.

Intel is expanding its data center portfolio with new Xeon 6+ processors, Ethernet E835 networking products, and fresh details on its Crescent Island AI accelerator, positioning the CPU as a central control point for the next phase of AI infrastructure.

Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive phase of growth that could reshape global cloud and chip supply chains. Berkshire Hathaway separately agreed to invest US$10 billion, underscoring investor conviction in the company's long-term AI build-out.

In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes are running through the entire AI sector, pushing Nvidia's market value higher, lifting cloud revenue and profits at Amazon, Microsoft, and Google to record levels, and driving the valuations of AI startups OpenAI and Anthropic to nearly US$1 trillion.

Advantech on June 1 said it deepened its strategic partnership with Nvidia and launched an AI-native factory architecture centered on an agentic multi-agent system called AI Factory Brain, aimed at extending AI decision-making into real-time factory operations. The announcement described the move as a shift from hardware supply to integrated solutions, with Advantech using its own factories as validation sites for the new platform.

Nvidia announced at its GTC Taipei 2026 event that it will significantly expand the ecosystem of its Nvidia Drive Hyperion robotaxi-ready platform, bringing together global automakers, autonomous driving software developers, and shared mobility service providers.

Solomon, an AI 3D vision company, announced at COMPUTEX 2026 that it had integrated Nvidia's NemoClaw architecture to coordinate multiple AI agents for humanoid robots, combining inference, perception, sensor fusion, mobility, and manipulation into a single workflow. The firm said the integration leverages Nvidia's open-source foundation models, together with Solomon's active perception technology, to enable robots to understand task requirements, adjust viewing angles, optimize grasping positions, and respond dynamically to changing environments.

Asus chairman Jonney Shih said the company is extending its AI strategy beyond servers into agentic AI, edge AI, and physical AI, while treating humanoid robots as a major future market. He said the company's AI server shipments are surging and that physical AI has already been made a long-term priority.

India's biggest business groups are ramping up spending on digital infrastructure, with Reliance Industries and Adani Group focusing on data centers, energy, and artificial intelligence. Their plans point to a wider shift in the Indian industry toward building the infrastructure needed for AI domestically.

Lenovo Group is stepping up its AI infrastructure push. Lenovo chairman and CEO Yuanqing Yang said on May 28 at the 2026 World Intelligence Expo that the company will invest in Tianjin to build a next-generation AI computing product R&D and manufacturing center, with mass production planned for 2027, as Lenovo seeks a larger share of the AI infrastructure market.

At a Korea Partner Night event held in Taipei, Taiwan, ahead of Computex 2026, Nvidia CEO Jensen Huang said Taiwan and South Korea occupy distinctly different positions in the technology industry and do not need to be compared nor does a choice between the two need to be made.

Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing systems at scale for AI labs, cloud providers, and hyperscalers worldwide.

LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume production slated to begin in the second half of 2026. The company has developed a liquid-cooling floating fitting designed to pair with quick disconnects used between coolant lines and servers to support liquid-cooled AI servers.

ByteDance is creating a new chip similar to those made by Nvidia partner Groq to help the Chinese creator of TikTok handle its AI inference loads, according to The Information. Its expansion into language processing units (LPUs) marks another step in the development of its domestic AI infrastructure.

Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing shift. He made the remarks on June 1 during a pre-event dialogue ahead of Nvidia GTC Taipei.

Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain bottlenecks are likely to persist as demand continues to outstrip capacity.

Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation technologies. The event is likely to highlight a wider set of suppliers as AI moves deeper into inference, edge applications, and custom chips.

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains over proposed semiconductor measures. With chips accounting for the bulk of Taiwan's exports to the US, Taipei is seeking tariff-free quotas and company-specific exemptions before any new duties are imposed.

Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening global emissions standards and resilient hybrid vehicle demand.

SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest AI infrastructure bases in Europe. The first phase targets 3.1GW in the Hauts-de-France region by 2031.

The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more influence. Industry executives say the focus is shifting from whether share prices look expensive to whether companies have solid fundamentals and an indispensable role in the sector.

MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could reshape global demand for chips, data privacy, and device design, as companies race to build the next wave of AI hardware.