At GTC 2026, Nvidia CEO Jensen Huang delivered a blunt message to an industry fixated on raw compute: the next bottleneck in AI is not the chip — it is everything around it. From packaging and interconnects to geopolitics and supply chains, Huang mapped a future where performance gains depend on deep collaboration across the entire stack, even as global tensions strain the ecosystem holding it together.

When Meta announced its US$2 billion acquisition of AI startup Manus, it was meant to be a victory lap for CEO Mark Zuckerberg. By bringing what it billed as the world’s most advanced agentic AI under the Meta umbrella, the social media giant was expected to leapfrog OpenAI and Google. Instead, the deal has become a flashpoint for geopolitical tension. According to The New York Times and Alpha Spread, the acquisition is now entangled in investigations over “Singapore washing” and questions about the origins of its digital infrastructure.

LG Display (LGD) is reportedly supplying panels for TCL’s first OLED monitor, marking a notable instance of South Korean OLED technology entering the Chinese market.