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.

King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures are accelerating a move toward higher-power, higher-density server cabinets, a shift that is increasing demand for specialized mechanical components such as slide rails. The company said this trend will influence design requirements and production strategies over the next several years.

Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and computer vision businesses. While operating profit more than doubled for the year, currency fluctuations and tax impacts weighed on net income, and the company struck a cautious tone for early 2026 amid shifting market dynamics.

SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening competition in the post-HBM era as Micron accelerates investments to strengthen its HBM4 and NAND capabilities.

At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained demand across Hopper, Blackwell, and forthcoming products while acknowledging uncertainty around the timing and scale of Rubin revenue.

Coretronic Corp. has accelerated its transformation from a traditional backlight module supplier into a diversified technology group spanning AI sensing, drones, and automated logistics. This strategic pivot is now delivering tangible results, with two key subsidiaries — Coretronic Intelligent Robotics Corp. (CIRC) and Coretronic MEMS Corp. (CMC) — returning to profitability in 2025.

Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers accelerate national AI infrastructure investments.

The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project was meant to anchor a new era of American dominance in AI. More than a year on, it has yet to move beyond rhetoric.

Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where Nvidia and AMD currently set the standard.

During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management arguing that token-driven revenue models support continued elevated infrastructure investment.