MetaX, one of China’s most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina, 2025 revenue reached CNY1.64 billion (US$230 million), up 121.26% year-over-year, while net loss narrowed to CNY781 million. First-quarter 2026 revenue is expected to be CNY400-600 million, with losses of CNY90.8 million to CNY182 million.

As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote at GTC 2026 that AI development has officially shifted from early model training to an era centered on inference and autonomous agents. He significantly raised Nvidia’s forecast for the AI infrastructure market size, estimating that related demand will double and surpass US$1 trillion between 2025 and 2027.

In January 2026, Taiwan’s Executive Yuan officially approved the Ten AI Initiatives Promotion Plan, coordinated by the National Development Council (NDC) in collaboration with the National Science and Technology Council (NSTC), the Ministry of Economic Affairs (MOEA), the Ministry of Digital Affairs (MODA), and other relevant agencies. As part of this initiative, the MOEA will establish a high-speed silicon photonics (SiPh) verification laboratory to provide testing services that could shorten development timelines for local firms.