Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized that the focus should shift from AI itself to the underlying demand for computing power and the broader infrastructure investment cycle.

Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business, impacted by exchange rate fluctuations, grew only 5%. Chairman Z.C. Chen said that demand across all medical product lines is currently solid, and the company expects to return to double-digit growth in 2026.

A newly announced agreement between OpenAI and the US Department of Defense underscores a growing divide in the AI sector—not over whether military cooperation should exist, but over who ultimately governs the limits of how advanced AI systems are used in classified environments.

OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly determine leadership more than model performance alone.

US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue, highlighting ongoing strong demand for AI infrastructure. Benefiting from the AI boom, Wiwynn reported consolidated revenue of NT$950.66 billion (US$30.46 billion) in 2025, up 163.7% year over year, with AI products accounting for more than half of sales.

Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure plan for 2026. The investment signals more than a race for computing power: it marks a decisive push to translate AI breakthroughs into scalable, real-world applications.

Anthropic PBC, a leading AI developer, has released the third version of its Responsible Scaling Policy (RSP), updating its voluntary framework for mitigating catastrophic AI risks while signaling a shift in priorities toward competitiveness and economic growth, according to a company blog post and Bloomberg reporting. The policy change comes as Anthropic navigates a growing dispute with the US Department of Defense over the use of its AI technology in military applications.

Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds that will be tempered by investments in capacity and AI‑related businesses. President Anson Chiu said full‑year revenue, gross margin, and operating margin are expected to exceed 2025 levels, and that first‑quarter revenue should register both year‑over‑year and sequential gains.

As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical computers, but on a subtle, yet astronomically valuable, incremental improvement.

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors.