Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended the conference's "Taiwan Night" on March 18 (local time) to engage with Taiwanese partners and express his appreciation for their work.

The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground for AI commercialization." Attendees expected AI agents to dominate the event's agenda.

Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the end of 2026. MODA minister Yi-Jing Lin has acknowledged the gap is real. Taiwan's answer, she says, is to follow the US Stargate playbook — mobilizing private investment through government tax incentives rather than direct public spending.

Foxconn Interconnect Technology (FIT) showcased connectivity, power, and cooling solutions at multiple 2026 industry events as it seeks a larger role in the AI computing supply chain. The company presented products and collaborations at DesignCon 2026, OFC 2026, and GTC 2026.

Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies' strategic alliance. The partnership's significance can be gauged through its product rollout timing and the revenue opportunities it unlocks.

Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement of cold plates and, at GTC, named four suppliers: Asia Vital Components (AVC), Cooler Master, Jentech, and Delta Electronics.

Techman Robot demonstrated its humanoid robot TM Xplore I, and advanced motion training technology at Nvidia GTC 2026. The company announced a partnership with motion capture specialist J-Mex to integrate J-Mex's MOXI wearable motion capture system, enabling highly precise robot motion training.

Taiwanese hardware vendors expanded their presence at Nvidia GTC 2026, underscoring a coordinated push into AI servers, edge computing, robotics, and data center infrastructure. Foxconn, Wiwynn, Wistron, Advantech, and BizLink showcased capabilities spanning AI factories, rack-scale systems, and power interconnects, reflecting Taiwan's deeper integration into Nvidia's next-generation computing ecosystem.

A rogue AI agent at Meta triggered an internal security breach, exposing sensitive company and user data to unauthorized employees, according to The Information. The exposure lasted two hours before it was contained — a brief but alarming window that has reignited concerns about the industry's headlong rush to deploy AI agents, one of the most fiercely contested frontiers in tech today.

The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer and president of Taiwan at SEMI, Terry Tsao, said the sector's output is expected to break the US$1 trillion mark ahead of schedule in 2026, with projections reaching US$2 trillion by 2035, outpacing previous forecasts. However, he also highlighted talent recruitment as the biggest bottleneck facing the semiconductor industry over the next three years.

Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated showing in Regulated Industries.