While artificial intelligence (AI) server orders remain robust, tight component supplies have raised concerns about shipments across the supply chain. Component makers say customer pull-ins for general-purpose servers have exceeded earlier expectations, mainly due to shortages of memory and CPUs. They estimate growth will return to its normal trajectory in the third quarter of 2026. Original design manufacturers (ODMs) have stated that component supply is indeed tight, and whether complete systems can be shipped depends on the specific server model.
As AI moves beyond software and into factories, warehouses, offices, and homes, humanoid robots are emerging as a strategic frontier for smart manufacturing. TM Technology has introduced its first humanoid robot, signaling a shift toward systems that can navigate human-built environments and potentially lower automation barriers for businesses worldwide.
Alibaba Cloud has launched a new public cloud region in Johor, Malaysia, adding two data centers as part of its push to expand cloud and AI infrastructure. The move is aimed at serving growing demand in Malaysia and across the region, with implications for businesses seeking faster, more secure digital services regionally.
Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers, data-center networking, optical communications, and advanced cooling. The figures suggest demand remains driven by the buildout of AI infrastructure, with higher power loads, faster interconnects, and more complex thermal systems boosting orders and product mix.
Anthropic is moving to take greater control of the infrastructure powering its AI models, signing more than a dozen preliminary agreements to lease US data center facilities while exploring arrangements under which Google could backstop some of its lease obligations, according to a report by The Information.
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
Robotics has progressed rapidly in the past few years, but major obstacles — including data collection and trust infrastructure — remain barriers to widespread deployment. This was the takeaway from a recent panel of robotics experts at SuperAI Singapore, where they discussed the present and future of the industry.
Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange swings, and memory price surges weighed on profitability last year. Inventory clearing and more stable end-product pricing supported the rebound.
Meta and Reliance Industries are expanding their partnership with plans for an AI-enabled data center in India. The move could strengthen digital infrastructure for one of the world's fastest-growing internet markets. The agreement also includes major clean energy contracts, highlighting how global tech investment is increasingly tied to power, water, and sustainability.
Japanese electronics manufacturer TDK is acquiring US-based metal 3D-printing startup Fabric8Labs for up to US$400 million, marking its latest push into the fast-growing AI infrastructure market. According to TDK, the deal consists of an upfront cash payment and a multi-year earnout tied to performance targets. Once regulatory approvals are secured, Fabric8Labs will become a wholly owned subsidiary of the Japanese company.
