AI infrastructure 結果共80筆

Taiwan’s server manufacturers closed out May 2026 with another round of record monthly revenues. The reports came days after Computex 2026 wrapped in Taipei on June 5, where Nvidia CEO Jensen Huang used his keynote to reaffirm the sheer scale of AI infrastructure demand.

Light was one of the hottest topics of conversations at Computex 2026. Across the keynotes and the show floor, attention kept returning to optical interconnects, the technology that carries data between chips as photons instead of electrons. The reason is simple: rack performance increasingly depends on how quickly data can move between the chips inside it, and copper is running out of headroom.

Some of the biggest crowds at Computex 2026 were not gathered around AI server racks but the liquid cooling and power delivery systems that keep them running. In a clear sign of how the AI boom is changing, the booths of Delta, Lite-On, Auras, Jentech, and other companies in the segment saw lines stretching through the aisles. For years, cooling pipes and power supplies were boring background parts that only mattered when something broke. Now they have become one of the main stories. As AI racks grow more powerful, delivering the electricity they demand and removing the heat they generate have become two of the toughest challenges in the data center.

The crowds arrived early and never thinned. From the moment the gates opened each morning, the aisles of the Nangang Exhibition Center filled with a press of analysts, buyers, engineers, reporters, and tech enthusiasts that did not let up until the halls closed in the evening. Booths that in previous years drew a polite trickle were three deep in people leaning in to watch a robot arm sort parts or a coolant loop pulse through a transparent server rack. There was a charge in the air that trade shows rarely carry, the sense of being inside something while it is still happening rather than reading about it afterward. The banner overhead read ＂AI Together,＂ and for once the slogan matched the feeling on the floor.

The floor of COMPUTEX 2026 is buzzing with more than just AI hype; real capital is shifting toward next-generation infrastructure. South Korean SSD controller powerhouse FADU just signaled a massive shift in the storage landscape, locking in a staggering NT$1.27 billion (60.4 billion KRW) in enterprise contracts within the Taiwan market alone this year. This represents a strategic blitz into the heart of Asia’s tech hub, backed by record-breaking global figures and a return to profitability that marks the beginning of a historic corporate expansion.

Nvidia CEO Jensen Huang concluded his Taiwan visit, accepting President Lai’s invitation to tour power plants. This highlights Taiwan’s focus on energy for AI growth.

Delta Electronics unveiled a prefabricated AI modular data center at Computex Taipei, promising to cut setup time by 60%. The company highlights energy management and AI integration in infrastructure.

Compal Electronics showcases its collaboration with Nvidia on Physical AI at Computex. The company shifts from PCs to AI servers, investing $500M in Texas and planning a new Taiwan facility. Compal focuses on AI infrastructure, 5G connectivity, and medical tech, with energy availability as a key factor.

MiTAC unveiled AI infrastructure products at Computex Taipei, including liquid-cooled racks and diamond-cooled servers, enhancing efficiency and reducing costs.

At Computex 2026 in Taipei, two of Taiwan’s largest hardware makers converged on the same strategic bet from opposite directions. The next phase of AI data center growth will be prefabricated, modular, and shipped in containers rather than built room by room on a customer’s site.

Computex 2026: Marvell, Intel and Nvidia CEOs reveal AI infrastructure race has shifted from chips to connectivity. Taiwan emerges as strategic hub.

Pegatron joins Nvidia’s next-generation Vera Rubin server supply chain, Chairman Tung Tzu-hsien announces at Computex Taipei. Company unveils AI products.

Nvidia CEO Jensen Huang predicts AI data centers will increasingly rely on optical communications during surprise COMPUTEX 2026 appearance in Taipei.

Jensen Huang declares ’useful AI has arrived’ at GTC Taipei 2026, citing tripled developer code submissions as proof of a trillion-dollar productivity revolution.

Nvidia and Foxconn announced at GTC Taipei today that they are deploying coordinated AI agents and clinical robots across Taiwan’s leading medical centers, moving the government-led Healthy Taiwan initiative from pilot projects into operating clinical infrastructure. The program has committed US$1.5 billion in regional investment and reaches a hospital network handling more than 14 million patient encounters a year.

Nvidia announces Vera Rubin AI platform is in full production. CEO Jensen Huang calls it the company’s most ambitious project, with Taiwan assembling 1M+ components.

Start with AI infrastructure. Nvidia CEO Jensen Huang announced in Taipei last week that the company will invest roughly US$150 billion a year in Taiwan, a tenfold increase on five years ago, and described the island as “the epicenter of the AI revolution.” It is hard to argue with the numbers. Each Vera Rubin AI server, Nvidia’s next-generation flagship platform ramping in the second half of this year, contains nearly two million components and needs between 100 and 150 Taiwan ecosystem partners to assemble. Huang has called it “potentially the largest product rollout Taiwan’s electronics industry has ever seen.”

Most of the attention in the AI server boom goes to the companies building the servers. Delta Electronics makes the power and thermal layer they all depend on.The Taoyuan-based firm heads into Computex 2026 with its strongest first-quarter results ever and near-record April revenue. Chairman Ping Cheng recently told investors that customer demand is “very, very large” and current capacity “absolutely insufficient” – language Delta has rarely used in any prior cycle. Its booth theme, “Superior Efficiency, Shaping Sustainable AI,” reflects two decades of quiet mastery over the technologies now most critical to AI: high-efficiency power conversion, advanced cooling, and their tight integration.

Nvidia CEO and founder Jensen Huang was not exaggerating when he described Taiwan as the epicenter of the AI revolution. Without the island’s top electronics contract manufacturers and its uniquely dense ecosystem of suppliers, Nvidia could not have built AI infrastructure at the speed or scale the world is now witnessing.

Nvidia CEO and Founder Jensen Huang has laid the table for Computex 2026 next week with all the main courses already plated, following Nvidia’s blockbuster quarterly numbers and his definition of the next wave of growth, ACIE.

Taiwan’s AI server makers delivered another month of bumper year-on-year growth in April, as the global AI infrastructure build-out continued at full pace.

The April 2026 monthly revenue reports filed on the Taiwan Stock Exchange confirmed what the first quarter had already strongly implied: the AI infrastructure cycle is no longer a story about TSMC and a handful of server assemblers. It is now spread across the full hardware stack, from copper-clad laminates and ABF substrates to liquid-cooling modules, server rails and memory.

Computex 2026 opens on June 2 in Taipei under the banner “AI Together,” and for Taiwan’s server makers the timing is close to perfect. The first quarter delivered record results across the entire group. Hyperscaler orders for Nvidia’s next-generation GB300 rack systems are accelerating into the second half of the year. And a new category of compute that the industry has started calling Physical AI, is opening a fresh growth lane alongside the familiar workloads of training and inference.

One of the least remarked features of Taiwan’s AI hardware boom is that it has not been led by the kind of companies the global business press usually celebrates. There are no garage startups here, no twenty-something founders, no venture capital origin myths. The firms riding the AI infrastructure wave, supplying cold plates to GB300 racks and vapor chambers to hyperscaler servers, are for the most part middle-aged industrial companies that have been grinding away in the component trenches for three decades or more.

For decades, Kaori Heat Treatment quietly built its reputation making brazed plate heat exchangers for HVAC, refrigeration, and industrial applications. Today, the Taiwan company is one of the fastest-growing players in the AI infrastructure supply chain and its transformation is just getting started.