Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling component shipments in the second half of 2026, driven by a shift from air cooling to liquid cooling in data centers. The firm reported consolidated revenue of NT$761 million in May 2026, flat month-over-month and up 27% from May 2025, and cumulative revenue of NT$3.805 billion for the first five months of 2026, a 17% year-over-year increase.

Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same four products he had unveiled in Taipei. “Nvidia introduced four new products this week,” he told reporters in Seoul.

Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy. Satya Nadella said the company wants Windows PCs and edge hardware to absorb more compute work, as rising cloud bills push AI economics toward a hybrid model.