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Feb 21
AI supply chain tracker: Rack infrastructure joins the AI buildout
January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal, and optical component suppliers posted strong annual gains.

The Trump administration plans to overhaul the 60-year-old Peace Corps to support US artificial intelligence (AI) exports and counter China's expanding AI presence in developing markets. The initiative, branded the "Tech Corps," would send thousands of US science and engineering graduates overseas to promote American AI hardware, models, and software in markets where Chinese systems are gaining ground, as noted by The Business Times and Bloomberg.

Meta is reviving its smartwatch ambitions as part of a broader push to define the next era of AI-powered consumer hardware, setting up a fresh competitive battle with rivals including Apple and Google. According to The Information, Meta plans to release its first smartwatch, code-named "Malibu 2," in 2026. The device will feature health-tracking capabilities and a built-in Meta AI assistant. This revival comes after the company abandoned an earlier smartwatch project in 2022 amid cost-cutting at its Reality Labs hardware division.
Microsoft has named AI executive Asha Sharma as the new head of its Xbox and gaming division. The appointment signals a deliberate pivot back to console players, after years of chasing mobile and PC audiences.

Apple is laying the groundwork for a new generation of wearable devices built around what it calls Visual Intelligence, signaling a deeper push into AI-driven hardware, according to Bloomberg. CEO Tim Cook has repeatedly highlighted the technology in earnings calls and internal meetings, suggesting it will anchor Apple's next major product category, following the Apple Watch and Vision Pro.

Below are the most-read DIGITIMES stories from the week of February 16-22, 2026.
According to Reuters, citing unnamed sources, India has postponed a planned trade delegation to Washington, citing uncertainty after the US Supreme Court struck down key tariffs imposed by President Donald Trump, in a decision that has reshaped but not resolved global trade tensions.
Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic priorities amid intensifying competition over next-generation memory and artificial intelligence hardware.
India's attempt to position itself as a bridge between global powers in artificial intelligence faced a series of setbacks at the India AI Impact Summit, as logistical chaos, geopolitical resistance, and controversy over misrepresented technology undercut New Delhi's ambitions.
India puts AI at the center of tech and geopolitical strategy, hosting the AI Impact Summit 2026 with global investment pledges, joining the US-led Pax Silica coalition, and advancing domestic semiconductor projects including Qualcomm's partnership with Tata Electronics.
US President Donald Trump said he will raise a planned global tariff to 15%, escalating his trade policy response a day after the US Supreme Court struck down many of his earlier import taxes.
On February 21, Indian Prime Minister Narendra Modiheld wide-ranging talks with Brazilian President Luiz Inácio Lula da Silva, with both sides reaffirming their commitment to deepen strategic ties and expand cooperation across trade, technology, energy, and critical minerals.