Taiwan auto parts makers forecast 2H26 recovery as tariff and geopolitical risks ease

Major Taiwan auto parts makers said they expected market conditions to improve in the second half of 2026 as tariff and geopolitical uncertainties eased, executives announced during annual shareholder meetings. Companies reported clearer visibility than in the first half of the year and outlined plans to boost competitiveness in the US and China markets.

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Anthropic joins US$915 million Frontier push to scale carbon removal

Anthropic joined Frontier, the carbon removal procurement coalition, becoming the first AI startup to participate as surging power demand from AI data centers made corporate climate pledges harder to meet. The announcement came with Frontier securing an additional US$915 million in funding commitments, raising the coalition’s total to US$1.8 billion, according to Reuters and Bloomberg.

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How physical AI and ADAS-cockpit fusion are rewiring China’s smart driving supply chain

Physical AI and ADAS-cockpit integration have become the two main forces driving upgrades in China’s autonomous driving and smart cockpit supply chains, according to the latest report from DIGITIMES Research. Under this trend, automakers and tech companies are accelerating the deployment of world models and LLMs, with a new wave of mass production and commercial pilot runs expected in the second half of 2026.

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Tesla files Megapod trademark in modular AI data center push

According to a trademark application filed with the United States Patent and Trademark Office (USPTO), Tesla has submitted an intent-to-use application for a new product name: Megapod. The trademark explicitly covers modular data center hardware systems engineered for AI computing, and the system is designed to bundle computer servers, AI data processing hardware, networking equipment, power distribution units (PDUs), and advanced cooling systems into a single, integrated physical unit.

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Groq CEO sees GPU and LPU as complementary as AI compute demand grows

Nvidia’s planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq’s LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.

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