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Oct 27
Kazakhstan positions AI infrastructure as a potential export industry after Nvidia CEO's visit
Nvidia CEO Jensen Huang's visit to Kazakhstan highlighted plans to build an AI computing hub for Europe, with projects spanning GPU clusters, data centers, talent, and physical AI. The initiative depends on power infrastructure, foreign technology, and Kazakhstan's ambition to develop and export its own AI capabilities across Central Asia.
HTC Corporation announced on the 27th that it has launched Vivee, an AI companion device, first in the US, with plans to expand into Taiwan, Japan, and Europe. Alongside its recently introduced Vive Eagle AI glasses product line, the company is using Vivee to extend its AI ecosystem into emotional companionship and interactive experiences.
Toyota Motor Corporation is accelerating the commercialization of robots, creating potential opportunities for Ikka Holdings (IKKA-KY) to leverage its existing Japanese automotive supply-chain relationships and compete for robot component orders. IKKA, a long-standing supplier of Toyota-related automotive products, also plans to strengthen its metal-gear and robotic-arm assembly capabilities through an investment in Yijin Precision, extending its customer relationships into new applications.
Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside traditional business PCs. Asus said products related to Nvidia RTX Spark, particularly models with 64GB and 128GB of memory, are being allocated due to strong global demand, with the next shipments expected to arrive progressively by the end of October.
AI startups' revenue figures are under scrutiny as founders and investors question whether companies clearly distinguish active business from contracts that have not yet generated sales. The debate concerns how growth is presented to backers, employees and customers, and whether apparently comparable figures measure the same thing.
Kentec, a subsidiary of Kenmec Group, is shifting beyond its traditional role as a contract manufacturer of components to become a systems integration provider (SIP) for complete AI data center (AIDC) infrastructure. At an investor conference on October 27, Kentec general manager Asa Kuo said the AI era is just beginning, and the company is transforming its revenue mix by leveraging its electronics manufacturing services (EMS) foundation and electromechanical integration capabilities to enter thermal management and AIDC infrastructure.
The Hurun Research Institute's 2026 Hurun China Rich List shows ByteDance founder Yiming Zhang reclaiming the title of China's richest person with CNY670 billion (US$99.7 billion), while DeepSeek founder Wenfeng Liang ranked seventh in his debut appearance with CNY280 billion, highlighting AI's growing impact on Chinese entrepreneurs' fortunes.
Microsoft said its medical artificial intelligence (AI) system achieved higher diagnostic accuracy than general physicians in tests involving complex cases, potentially lowering diagnostic costs. Its Microsoft AI Diagnostic Orchestrator (MAI-DxO) simulates the work of a medical team by assigning multiple AI agents to reason collaboratively, asking about medical history step by step, selecting examinations, analyzing results, and refining the diagnosis instead of generating an answer from all symptoms at once.
US and Taiwanese PC makers are shifting some production from Southeast Asia back to China and partnering with additional Chinese contract manufacturers as surging memory and storage costs squeeze margins, reversing part of the industry's previous push to diversify supply chains away from China.
A US federal judge has issued a preliminary injunction ordering the federal government not to deny Defense Department contracts to companies simply because they share lobbying firms with Alibaba Group Holding.
AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1 billion in Meta's equity offering, joining Nvidia in buying into the social media company's fundraising for AI infrastructure. Critics describe this pattern as circular financing.
Fujifilm will invest JPY10 billion (US$63.3 million) to increase its magnetic tape production capacity 5x by fiscal 2028, in response to rising demand for long-term data storage as artificial intelligence expands global data generation.