Computex 26 The CEOs of the world’s biggest chip companies are descending on Taiwan : US Pioneer Global VC DIFCHQ SFO NYC Singapore – Riyadh Swiss Our Mind

The world’s chip giants will descend on Taiwan for the annual Computex Taipei conference next week. The gathering, which runs from June 2 through June 5, will likely feature a number of product announcements and industry updates from the likes of AMD (AMD), Intel (INTC), Nvidia (NVDA), and Qualcomm (QCOM).

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Nvidia will kick things off with its own GTC Taipei beginning June 1 with a keynote from CEO Jensen Huang.

The executive has been in Taiwan for the past several days, meeting with corporate partners and hosting an event for Nvidia’s future headquarters in the country called Nvidia Constellation, which will be home to some 4,000 workers.

In a statement, Huang noted that the company has dramatically increased spending in the island nation, saying Nvidia will spend upwards of $150 billion a year in Taiwan, up from $10 billion to $15 billion just four years ago, Reuters reported.

Huang is expected to tout Nvidia’s continued strength thanks to the global AI build-out, while highlighting its next-generation Vera Rubin AI platform.

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According to a company blog post, Huang also teased a secret upcoming product during a dinner with Quanta Computer executives on Wednesday. It’s unclear if he will reveal the product at GTC or sometime later this year.

“Vera Rubin bringing that to full production, getting all of our supply chain ramped on that and ready to kind of deploy it at scale is really where a lot of the core focus will be,” explained Dion Harris, senior director of HPC and AI hyperscale infrastructure solutions at Nvidia.

“Of course … Nvidia is a platform company, and so we’ll talk about a lot of our other platforms as well, in addition to data center, that will be used to help drive that agentic inflection point,” he added.

Nvidia rival AMD will also likely have updates about its various data center offerings, including its upcoming Helios server rack, which will compete directly with Nvidia’s own NVL72 server rack.

Ahead of Computex, AMD announced it is investing more than $10 billion in Taiwan’s AI infrastructure ecosystems, with the goal of enabling “higher performance, greater efficiency, and faster deployment of AI systems.”

Intel CEO Lip-Bu Tan and Qualcomm CEO Cristiano Amon will also hold keynote speeches at Computex, where they’ll likely dive into their respective AI data center products.

The four chip companies could also provide updates and insights into their respective consumer strategies, though those business segments have largely taken a back seat to data center products in investors’ minds.

 

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