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.

OpenAI is expanding its robotics efforts and recruiting engineers across hardware, operations, systems, and machine learning to develop robots capable of performing useful tasks in the physical world.

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.

Foxconn and Nvidia announced at Nvidia GTC Taipei that they would expand agentic AI deployments across Taiwan's major medical centers this year to support the government-backed Healthy Taiwan initiative, aiming to move hospital AI from isolated pilots to coordinated multi-agent systems. The rollout pairs Foxconn's Nurabot nursing collaboration robot and surgical scrub bots with CoDoctor software agents to handle clinical reasoning, record-keeping, logistics, and real-time procedure support.

Precision reducer manufacturer Turvo International entered COMPUTEX 2026 to showcase its shift from single-part manufacturing to end-to-end precision engineering services targeted at physical AI and robotics. The company exhibited a micro harmonic reducer and an integrated joint module designed for robot shoulders and wrists, and displayed a concept humanoid robot demonstrating full-system integration of its reducers.

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.

Global Connect Show Shenzhen 2026 (GCS SZ 2026) was successfully held on June 1 in Shenzhen, China's innovation hub. Under the theme "Where Global Innovation Meets Market Opportunity," the event brought together more than 80 mainstream technology editors, key opinion leaders (KOLs), channel partners, and business associations from North America, the UK, Europe, and Southeast Asia, alongside over 100 Chinese enterprises expanding into international markets.

Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first products are expected from Dell, HP, Lenovo, and MSI in autumn 2026.

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.

After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly from April, while the third-quarter memory contract price increase is expected to slow from a high base but remain firmly on an upward trend, with quarterly gains likely to stay in the double-digit 10-20% range.

Hewlett Packard Enterprise (HPE) reported a record second fiscal quarter of 2026, with management saying accelerating demand for AI infrastructure, networking, and enterprise modernization has pushed the company two years ahead of its original fiscal 2028 financial targets.