The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly upbeat about demand as Nvidia Vera Rubin, AMD Helios, AWS Trainium 3, and Google TPU all move into mass production.
A new partnership between Nvidia and Firmus aims to expand access to advanced AI computing for customers worldwide, including AI-native companies, enterprises, and independent software vendors. The deal underscores how demand for large-scale AI infrastructure is reshaping global technology markets, especially in the Asia-Pacific region.
Honda Motor has begun producing data-center batteries at an Ohio factory originally built to supply electric vehicles, as automakers and battery suppliers seek new uses for capacity while EV demand cools.
A name largely absent from the global supercomputing stage for years returned to the spotlight at ISC 2026 in Hamburg, Germany.
Nvidia does not make robots, but it is becoming a key force behind embodied intelligence companies. At Automate 2026, North America's largest industrial automation show, on June 22, Deepu Talla, vice president of Nvidia's robotics business, said on stage that the company hired 18,600 man-years of engineers to bring the safety architecture of autonomous driving to robots.
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals how global supply chains are shifting to support faster deployment of AI hardware, with California emerging as a key hub for its customers globally.
With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue from its server-related business has risen from 4.5% of total revenue in 2025 to 13.5%, a significant jump that reflects strong momentum in the segment. The company also remains optimistic about continued expansion in the AI, automotive, and motor control markets. Order transfers from Western manufacturers seeking to reduce reliance on China are also materializing.
As Physical AI moves closer to commercial reality, its global impact may depend less on humanoid robots that can run or dance and more on their ability to safely grasp, lift, and manipulate objects. A Massachusetts Institute of Technology professor said the central challenge is touch, force, and real-world control, not simply bigger models or faster computing.
Humanoid robotics and physical AI pioneer Agility Robotics has announced plans to pursue a public listing, drawing significant attention from global capital markets and the technology industry. Behind the IPO, however, lies a notable Taiwanese supply-chain presence that adds broader strategic significance to the company's public market debut.
In a corporate interview, Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), promoted the tech giant's latest environmental milestones and tools built to track data center carbon metrics. This includes the AWS Sustainability Console, a tracking hub launched to build on the Customer Carbon Footprint Tool (CCFT).
