ASUS used its ASUS AI Tech 2026 event in Seoul to present a full-stack AI Factory concept built around NVIDIA platforms. The offering spans accelerated compute, networking, storage, power, cooling, deployment and operational management.
UBS has assigned Win Semiconductors a Buy rating and a NT$500 price target, citing growth potential in infrastructure and optical communications. The company expects NT$2–3 billion of 2026 capital expenditure, primarily for GaN and InP capacity expansion.
The US Federal Communications Commission has tightened equipment-authorization requirements for certain equipment and components from suppliers on the Covered List. Optical transceivers were not directly included in the new restrictions, according to the reported account cited by the source.
An industry report presents silicon photonics (SiPh) and co-packaged optics (CPO) as potential responses to copper interconnect constraints in large AI clusters targeting 800G and 1.6T connectivity. The report attributes to NVIDIA a view that 2026 will mark the commercialisation of silicon photonics, while also claiming the company has invested US$2 billion each in Lumentum and Coherent.
Huawei has published its “Intelligent World 2035: From Vision to Action” study, forecasting a 100,000-fold increase in global annual token consumption by 2035. The company identifies larger compute clusters, supernode-based architectures, and power and cooling solutions for AI data centers as core development priorities.
A TechNews Taiwan industry review expects the first data centers consuming about 1 GW of power to emerge in 2026, framing power availability as the principal constraint on AI infrastructure expansion. The review points to accelerated adoption of HVDC architectures and growing interest in solid oxide fuel cells (SOFCs) for on-site generation.
China’s State-owned Assets Supervision and Administration Commission (SASAC) has begun assessing the use of Broadcom switches in data centers operated by state-owned enterprises, according to a source report. The review could inform efforts to reduce reliance on overseas AI-infrastructure suppliers in future procurement, but no formal restrictions have been announced.
ABB представила Infinitus — портфель решений постоянного тока для энергоснабжения дата-центров с ИИ-нагрузками. Компания предлагает архитектуры с нативным DC-распределением или гибридной схемой AC/DC, включая твердотельный трансформатор и средневольтные силовые системы.
KDDI, Morgenrot и Tohoku Network объявили о старте в сентябре демонстрационного проекта распределённого дата-центра для задач Physical AI с использованием ритейл-роботов. В испытаниях Osaka Sakai Data Center и Tama Network Center соединены сетью APN, а GPU-ресурсы виртуализированы и объединены между площадками.
Schneider Electric Japan has announced a cross-functional organizational model intended to support AI data center projects from concept and design through construction, operations and maintenance. The model links its C&SP Segment Key Account Team, the new Japan One Solution Center and its service organization.
US AI-oriented data-center expansion is increasingly being constrained by local opposition, state-level policy measures and questions over the financial sustainability of hyperscaler infrastructure spending. S1 reports that roughly 45 US data-center projects were blocked or delayed in the second quarter of 2026 amid community resistance.
A subsea data center off the coast of Shanghai has entered full commercial operation, using offshore wind power and seawater cooling. In parallel, a floating containerized data-center trial is under way in Yokohama, while Keppel has started building a four-storey offshore facility in Singapore.
IndexBox has published a 2026–2035 outlook for the global data-center transformer market, projecting 6.2% compound annual growth in its base case. The forecast attributes demand growth to higher-density AI and HPC deployments, energy-efficiency requirements, and a shift toward modular, integrated electrical infrastructure.
NVIDIA announced its DSX Ready program for AI Factory equipment on 21 September 2026, initially covering battery energy storage systems (BESS) and coolant distribution units (CDUs). Vertiv, LG Electronics and LiquidStack were named as initial CDU suppliers, as liquid-cooling vendors introduced or confirmed multi-megawatt systems for high-density AI deployments.
Japan’s Market Research Center has released its English-language “Global AI Data Center Connectors Market 2026–2032” report. The report projects the global market to grow from US$1.833 billion in 2025 to US$10.97 billion by 2032, representing a forecast CAGR of 29.7% for 2026–2032.
Japan’s Market Research Center has announced a commercial study of the global market for network interface controller (NIC) chips used in data centers. The report forecasts market value rising from $620 million in 2025 to $1.231 billion by 2032, implying a 10.5% CAGR over 2026–2032.
Sensata Technologies has outlined how its sensing and circuit-protection technologies can be applied across data center cooling, power and local backup systems as AI rack densities rise. The material is a product-positioning discussion, not an announcement of a specific data center project, supply contract or investment programme.
IndexBox has published a forecast for the global white-box server market, projecting an 8.2% compound annual growth rate for 2026–2035 under its base case. The forecast places the market index at 220 by 2035, with 2025 set at 100.
Lightstorm, Microsoft, Singtel and Tata Communications have announced plans for the I-2SEA subsea fibre-optic cable system between India, Malaysia and Singapore. NEC has secured the contract to supply the system, which is planned for service in the fourth quarter of 2029.
LB Asset Management and Actis have abandoned a planned sale of TCC Dongyang Tower in Seoul’s Dangsan-dong and intend to develop the office asset directly as a data center. Construction is planned to begin before year-end, but has not been confirmed as started.