I am having this issue as well.
I used Impulse to update to the 1.96 patch and started a new game. On an Immense map at turn 96 the AI opponents have not expanded or built any ships. They have only what they started the game with (one Colony ship, miner, and Flagship).
I have not yet applied the .zip download to fix the ship component problem listed, and that might fix the problem...but I just realized what was happening and came here to read up on the issue.
Anyway, just wanted to give a bump on the issue. I have every confidence you folks will have the kinks ironed out in no time. BTW, still loving this game