Artificial intelligence startup Anthropic, on February 5, 2026, released an updated AI model as investors continued to reassess the impact of rapid advances in generative AI on the traditional enterprise software sector.

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management argued new capacity is being monetized immediately, with custom silicon and agent-driven workloads expected to sustain long-term returns despite near-term margin pressure.

Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During its fiscal first-quarter earnings call, the company highlighted expanding momentum across multiple AI-driven platforms, underpinned by its focus on power-efficient computing, edge intelligence and specialized architectures.

Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale model training. Spending is moving away from conventional, general-purpose servers toward high-performance computing platforms built specifically for AI training and inference. This transition is ushering the server supply chain into a new phase of structural growth.

In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate ventures now looks like a single, coherent system. The goal is to push artificial intelligence out from behind screens and into the physical world.

Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield tech corridor, Bloomberg reported, citing people familiar with the matter. The move comes as the US tech giant seeks to strengthen its AI and cloud capabilities in one of its fastest-growing overseas markets.

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology Council (NSTC) Minister Cheng-wen Wu is now calling for a different approach—one focused on global impact and technological leadership rather than paper counts.

As generative AI enters the creative process and music material becomes easier to use, the music industry faces escalating copyright and plagiarism challenges. South Korean startup Mippia focuses on music IP protection, combining AI expertise with a deep understanding of music production to offer quantifiable, explainable detection tools that reduce disputes over plagiarism and clarify responsibilities for AI-generated content.

Tencent CEO Pony Ma sharply criticized the Doubao phone as "extremely unsafe and irresponsible" at the company's year-end meeting in late January 2026. However, recent reports from China's supply chain reveal that ByteDance launched the official version project of its Doubao phone assistant at the end of 2025, aiming to release a next-generation model in the second quarter of 2026.

ByteDance and Alibaba are intensifying their battle for AI dominance in China with planned releases of new flagship models around the 2026 Lunar New Year. This competition marks one of the most significant tech rivalries in the country's booming AI sector.

The Asia Pacific Game Summit (APGS) 2026, held alongside the Taipei Game Show, highlighted a significant shift in the gaming industry fueled by generative AI. Industry leaders noted that AI technologies have evolved from experimental tools into comprehensive productivity platforms, supporting game development, operations, and marketing.

Altos Computing, Acer's AI server solutions subsidiary, is optimistic about its 2026 outlook as enterprise AI adoption gains momentum across Asia-Pacific. With a growing project pipeline and rising demand for practical AI deployments, the company expects a significant portion of its opportunities to convert into orders, supporting its double-digit growth goal for the year.

Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment Cooperation MOU remain asymmetric.

Meta is outlining an AI monetization roadmap that extends beyond advertising, signaling plans to layer subscriptions, business tools, and commerce features on top of its core platforms as new models are deployed, while maintaining ads as the primary growth engine in the near term.

Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered on silicon, energy and compute efficiency that could reshape its cost structure and competitive positioning.

Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline mounting pressure on data center capacity and capital spending, signaling continued tightness across the AI infrastructure supply chain.

Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for data center capacity, chip demand, and the broader AI supply chain, even as investors weigh rising costs against resilient earnings.

Corning and Meta Platforms have agreed to a multiyear deal valued at up to US$6 billion to supply optical fiber, cable, and connectivity solutions for Meta's US data center expansion. The agreement aims to support Meta's applications, technologies, and AI infrastructure needs.

OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI aims to offset high infrastructure costs, whereas Google focuses on balancing user experience and commercial interests.

Amazon has published its "2026 Global Consumer Trends Report," revealing significant shifts in consumer demand across the US, Europe, and Japan. The report identifies artificial intelligence (AI) as a pivotal driver of growth and innovation across consumer electronics, household goods, consumer products, and fashion sectors.

TikTok USDS Joint Venture LLC has been officially established to meet the requirements of the Executive Order signed by US President Donald Trump on September 25, 2025. The move aims to ensure that more than 200 million US users and 7.5 million businesses can continue using TikTok while adhering to US regulatory standards.

James Yu, Palo Alto Networks' country manager in Taiwan, stated that while 2025 was predicted as the "disruptive year" for AI, 2026 will fundamentally reshape enterprise operations due to rapid growth in AI agents. This shift will trigger transformations across identity verification, security operation centers (SOC), quantum computing, and browsers.

OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow's corporate workflows, enhancing capabilities in voice customer service, IT automation, and computer operations. The collaboration aims to streamline routine tasks and improve data access across legacy systems.