Compal Electronics, Inc. (TWSE: 2324) and ARC Cloud have signed a Memorandum of Understanding to advance their strategic collaboration in large-scale AI computing infrastructure.

The agreement was signed during the 2026 OCP Global Summit and establishes a framework for cooperation across multiple projects, spanning advanced AI computing systems, high-performance GPU clusters, and next-generation data center infrastructure.

Data Center Roadmap and U.S. Expansion Plans

As part of the broader collaboration, the companies will explore opportunities related to a data center development roadmap of up to 100 MW. According to the announcement, the partnership also aligns with ARC Cloud's plans for continued expansion through significant capital investments in AI infrastructure and data center development across the United States, including California, Nevada, Texas, and Georgia.

Both companies emphasized that the MOU establishes a framework for cooperation and does not constitute a binding investment or purchase commitment. The potential 100 MW roadmap is described as exploratory and does not represent a confirmed project, capacity commitment, purchase commitment, or revenue forecast. Specific projects, capacity, commercial terms and timelines remain subject to further agreements and applicable conditions.

Complementary Capabilities

The collaboration brings together Compal's advanced AI server technologies and manufacturing expertise with ARC Cloud's end-to-end capabilities in AI infrastructure investment and the design, deployment, and operation of large-scale GPU clusters.

Under the MOU, Compal will contribute its expertise in AI server manufacturing, rack-scale integration, and liquid-cooling technologies. ARC Cloud will bring its capabilities in infrastructure investment, strategic technology partnerships, and the engineering and operation of high-performance GPU clusters.

The partnership extends beyond AI server supply to encompass system engineering, technical validation, deployment coordination, and ongoing support. The companies will work to align system configurations, production schedules, and data center deployment requirements while exploring cooperation in joint engineering, system validation, and lifecycle technical support. These efforts are intended to improve deployment efficiency and operational readiness as AI computing environments grow in scale and complexity.

By aligning advanced computing technologies with infrastructure requirements, the companies aim to accelerate the delivery of computing capacity for AI model training, fine-tuning, and inference.

Executive Perspectives

"AI computing is moving toward increasingly integrated, high-density systems that require closer coordination between technology manufacturers and infrastructure providers," said Alan Chang, Vice President of Infrastructure Systems Business Group (ISBU) at Compal. "Our partnership with ARC Cloud allows us to build on our engineering strengths and explore new opportunities to support the growing NeoCloud market."

"AI customers need more than access to GPUs. They need computing environments that can deliver consistent performance for demanding workloads," said William Tiah, Co-Founder of ARC Cloud. "Working with Compal allows us to bring system engineering and infrastructure planning closer together, helping us build and operate reliable GPU clusters as demand for AI computing continues to grow."

The MOU was signed by Adam Huang, Member of the Board of Directors at ARC Cloud, and Douglass Chen, Chief Strategy Officer and Chief Transformation Officer at Compal Electronics.

About the Companies

Founded in 1984, Compal is a leading global manufacturer of computers and smart devices and a Forbes Global 2000 company, partnering with top-tier brands worldwide.

The company has expanded into cloud servers, automotive electronics, smart medical and healthcare, and advanced communication solutions. Headquartered in Taipei, Taiwan, Compal operates globally across the U.S., Taiwan, China, Vietnam, Mexico, Brazil and Poland.

ARC Cloud, short for Accelerated Research Computing, is a U.S.-based, full-stack NeoCloud company specializing in the investment, development and operation of large-scale AI computing infrastructure. Its end-to-end capabilities span data center development, GPU cluster design and deployment, infrastructure orchestration and operations, and cloud-based AI services.

The company provides dedicated GPU compute, managed infrastructure, model deployment, and production inference for AI developers, enterprises, and cloud service providers.

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