Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intelligence market.

Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers from a rapidly expanding sector named ACIE, which stands for artificial intelligence clouds, industrial, and enterprise. While hyperscale platforms currently lead initial deployment, management projects that the ACIE segment will eventually outgrow them, owing to the massive scale of the global corporate economy.

Taiwan's export orders fell 4.0% in April compared to March levels, with orders from the US, China, Europe, Japan, and the ASEAN region all declining. According to data released on May 20 by the Ministry of Economic Affairs (MOEA) for April 2026, six of the seven major export categories saw month-on-month declines, including electronics and ICT products. However, the Ministry expects overall May orders to rebound from April, based on feedback from export-oriented manufacturers.

OpenAI is preparing to file for an initial public offering (IPO) in the coming weeks, a move that could sharpen its competitive edge in the AI race. While company executives had previously targeted a listing in the fourth quarter of this year or later, the accelerated filing is expected to substantially advance the offering's schedule. According to The Wall Street Journal, the initial paperwork could be submitted to regulators as early as Friday.

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.