AI-driven humanoid robots are entering a visible phase of commercialization. At the same time, software lags hardware, creating an opening for Taiwan component suppliers to target the joint module market through alliances, according to remarks at a DIGITIMES forum ahead of Computex 2026.

Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives disclosed the supplier expects quarterly growth throughout 2026, lifted its revenue-growth target from 50% to 70%, and sees potential for higher gross margins as shipments expand.

OpenAI launched a Guaranteed Capacity program that lets enterprise customers reserve one to three years of AI computing resources in advance, aiming to provide a stable supply for products, AI agents, and workflows while giving both buyers and suppliers time to plan. The program opened with tiered discounts tied to commitment length and will remain available until the current allocation is sold out, with additional rounds planned in the future, a spokesperson announced.

Anthropic overtook OpenAI in enterprise AI adoption in April 2026, according to spending data from Ramp, Wall Street Journal, Bloomberg and VentureBeat, as growing demand collided with compute bottlenecks and mounting cost pressures. Ramp's tracking of more than 50,000 US companies found that 34.4% of enterprise customers used Anthropic products in April 2026, versus OpenAI's 32.3%.

Vietnam has issued artificial intelligence (AI) regulations requiring companies such as OpenAI and Anthropic to appoint representatives to communicate with the government, with affected firms needing to comply by March 2027.

As Grab Holdings pushes ahead with its proposed acquisition of foodpanda's Taiwan business, the Southeast Asian technology giant is betting that the future of delivery is no longer just about who can move food the fastest.

Four Taiwanese deep-tech startups took the stage on the second day of the Plug and Play Silicon Valley May Summit, pitching to international investors and corporations in a session organized by Plug and Play Taiwan.

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedented strain.

The White House Office of the National Cyber Director briefed leading AI developers on Tuesday on a planned executive order that would establish a voluntary framework for pre-release government review of frontier models, with US President Donald Trump potentially signing the order as early as May 21, according to The Information.

SpaceX's long-awaited initial public offering filing landed on Wednesday with all the spectacle investors expected from Elon Musk — and all the contradictions that have come to define his empire. The document revealed a company burning billions on artificial intelligence (AI), wagering its future on technologies that do not yet exist, and asking public shareholders to trust almost entirely in Musk's vision of humanity's future in space.

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.