Multimedia software developer CyberLink reported steady first-quarter 2026 results but warned that growth will face headwinds in the second quarter 2026 from generative AI search and rising memory costs, a combination that could affect global software markets reliant on search-driven traffic and PC-dependent product bundles, as well as investor sentiment worldwide.
OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate was launched to meet rapidly growing demand for AI from consumers, businesses, developers, and governments by bringing new capacity online faster and at scale.
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward with plans for the Amazon low-Earth-orbit (LEO) satellite service, including the planned acquisition of Globalstar. Executives framed the moves as complementary elements of a broader strategy to capture a wave of demand driven by generative AI, even as they flagged memory and storage supply pressures and elevated capital spending tied to cloud and satellite buildouts.
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and developer usage, but the company's next phase of growth may hinge less on product demand than on how quickly it can bring enough compute online.
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone executives said will mark the start of a multi‑generation partnership
Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate. The company's chip unit delivered an operating profit of approximately KRW53.7 trillion (US$360 billion), accounting for the vast majority of group earnings and marking a significant expansion from the prior year.
ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose to about US$181.5 billion, while operating income increased to roughly US$23.9 billion, reflecting steady expansion across core segments. Net income also climbed significantly on both a quarterly and annual basis.
The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing that foundation, and the results are now showing.
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is triggering a surge in demand and specification upgrades for power interconnect products.
Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh Podcast, where he also addressed the company's rise to a US$4 trillion market value in the large language model (LLM) era and the competitive landscape of AI chips.
Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology Council (NSTC) is acquiring APN technology from Japan's NTT and collaborating with Chunghwa Telecom (CHT) and Accton Technology to advance this initiative. Industry experts say the APN is designed to support applications through low latency and enhanced computing resilience, in line with government goals for digital robustness and computing backup.
More coverage
