As generative AI expands into physical environments, robotic systems are moving beyond traditional digital roles to interact with their surroundings physically through perception and action. This shift toward Physical AI, supported by Nvidia CEO Jensen Huang's repeated public endorsements, is reviving global interest in robotics, an industry historically centered on industrial automation. Supply chain players are accelerating strategic efforts to capitalize on this renewed momentum amid an ongoing industry restructuring.
Dassault Systèmes announced that it will undertake its largest-ever technology integration with Nvidia, deepening a partnership that spans more than 25 years. Under the expanded collaboration, the two companies will embed accelerated computing, generative artificial intelligence, and digital twin technologies throughout engineering design and manufacturing workflows, jointly positioning themselves at the forefront of Physical AI and so-called world foundation models.
Europe's PC market is entering a period of renewed uncertainty. The effects of the Windows 11 refresh cycle are colliding with the memory supply crisis, fundamentally altering shipment expectations for 2026.
Elon Musk said the pace of artificial intelligence expansion will be determined less by ambition than by how quickly AI developers and infrastructure builders can identify and remove the most binding constraints on execution, as limits shift from power to manufacturing capacity and, eventually, to capital.
The global cybersecurity industry is entering a structural transition. A talent shortage exceeding five million professionals, combined with the rapid rise of AI-driven automated attacks, is rendering traditional defense models based on manual forensics increasingly ineffective.
In 2025, Shanghai's domestic AI chip sector surged alongside capital market activity. MetaX reported CNY740 million (US$106 million) in revenue in 2024, rising to CNY915 million in the first half of 2025. The company listed on the STAR Market in December, raising over CNY2 billion and reaching a CNY200 billion valuation to fund sub-7nm R&D.
Alphabet executives have confirmed that Google is Apple Inc.'s "preferred cloud provider," renewing market speculation over the scope of their collaboration in artificial intelligence, even as both companies continue to withhold detailed disclosures.
The rapid rise of AI agent tools has reignited debate over whether AI could eventually displace enterprise software. While recent launches have unsettled markets, industry analysts and consultants argue that expectations of widespread replacement overlook the practical, regulatory, and operational constraints facing enterprise adoption.
At the 3DEXPERIENCE World 2026 conference, Pascal Daloz, the chief executive of Dassault Systèmes, introduced what he called the "generative economy," a concept that departs sharply from the traditional manufacturing economy's emphasis on physical output. In this emerging model, the accumulation of knowledge and expertise—not the volume of goods produced—becomes the primary source of value. In the age of artificial intelligence, he argued, expertise is poised to become a new form of currency.
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI servers will continue to grow faster, but expanding AI inference workloads are increasingly translating into stronger demand for conventional server systems.
Industry experts are viewing 2026 as a pivotal year for AI agents, with AI CRM firm Salesforce predicting the full-scale adoption of agentic enterprises this year, and Google Cloud Taiwan general manager Mike Chen stressing that 2026 will be the breakout year for AI agents.
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