The rapid rise of AI agent tools has reignited debate over whether AI could eventually displace enterprise software. While recent launches have unsettled markets, industry analysts and consultants argue that expectations of widespread replacement overlook the practical, regulatory, and operational constraints facing enterprise adoption.
At the 3DEXPERIENCE World 2026 conference, Pascal Daloz, the chief executive of Dassault Systèmes, introduced what he called the "generative economy," a concept that departs sharply from the traditional manufacturing economy's emphasis on physical output. In this emerging model, the accumulation of knowledge and expertise—not the volume of goods produced—becomes the primary source of value. In the age of artificial intelligence, he argued, expertise is poised to become a new form of currency.
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI servers will continue to grow faster, but expanding AI inference workloads are increasingly translating into stronger demand for conventional server systems.
Industry experts are viewing 2026 as a pivotal year for AI agents, with AI CRM firm Salesforce predicting the full-scale adoption of agentic enterprises this year, and Google Cloud Taiwan general manager Mike Chen stressing that 2026 will be the breakout year for AI agents.
A fast-moving contest between technological acceleration and regulatory safeguards is spreading from automotive electronics and electrification (E/E) into industrial AI robotics.
Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations of Nvidia and also trails Google TPU advancements.
The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions targeting these areas while actively expanding into future-oriented sectors like robotics and space exploration.
Nvidia CEO Jensen Huang recently highlighted that the next ten years will mark a critical period of accelerated development for robotics technology. He stated that the key to deploying humanoid robots effectively in factories lies in the deep integration of AI with digital twin technology.
India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic growth. The measures aim to strengthen supply chains, reduce import dependence, and institutionalize compliance frameworks for both domestic and foreign investors.
A recent survey by the Japan External Trade Organization (JETRO) shows that Japanese companies operating in Vietnam remain committed to expansion, even as they increasingly view China as their main competitive threat.
Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement of common shares. Pegatron will subscribe to 22,000 shares at NT$55 per share, bringing the total size of the funding round to NT$1.375 billion.
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