The event, long known for showcasing consumer electronics, has evolved into a heavyweight gathering for the AI and semiconductor industry. This year, it arrives with heightened expectations as global demand for AI computing capacity accelerates and supply chains become more tightly interwoven with Taiwanese manufacturing and expertise.
Nvidia doubles down on Taiwan as “epicentre of the AI revolution”
Few companies embody that shift more visibly than Nvidia, whose CEO Jensen Huang has already been making high-profile visits and meetings across Taipei ahead of the show. His message has been unambiguous: Taiwan sits at the heart of the AI supply chain.
Huang said this week that Nvidia could spend as much as $150 billion annually in Taiwan, describing the island as the “epicentre of the AI revolution.”
He also highlighted the rapid expansion of Nvidia’s partner ecosystem, saying:
"Many years ago, we had 10 partners. Five years ago, maybe 50 partners. Now we have 150 partners," Huang said.
His schedule in Taiwan has included meetings and dinners with key supply chain leaders, including executives from TSMC, Foxconn, and Quanta Computer, underscoring how tightly integrated AI hardware production has become.
At Computex, Nvidia is expected to push beyond consumer-facing narratives and focus heavily on data centre systems, including its Vera Rubin AI computing platform and Vera CPU, alongside robotics and industrial AI applications.
AMD and Intel signal deeper long-term bets on Taiwan
Competition in the AI infrastructure race is also intensifying. AMD CEO Lisa Su recently announced plans to invest more than $10 billion in Taiwan’s AI sector, while also partnering with local firms to ensure production capacity for future expansion.
That commitment reflects Taiwan’s growing role not only as a chip manufacturing base, but as an end-to-end AI systems hub spanning servers, packaging, and high-performance components.
Meanwhile, attention will also be fixed on Intel CEO Lip-Bu Tan, whose keynote is expected to outline strategic direction for the company’s AI ambitions and product roadmap.
Industry observers believe his appearance could signal where Intel is heading next.
"He's been able to get Intel back on its feet and his keynote will give indications on other directions that he is looking to take the company," said Bryan Ma, vice president, client devices research at IDC.
Intel is expected to highlight partnerships and renewed investment in high-performance CPUs tailored for AI inference workloads.
From chipmaking to full-stack AI infrastructure
The broader story emerging from Taiwan is not just about silicon, but systems.
As AI demand grows, Taiwan’s ecosystem—spanning server manufacturers, advanced packaging firms, and component suppliers—is becoming essential to building complete AI data centre stacks.
"Taiwan's AI role is moving from a semiconductor story to an infrastructure story," said Ryan Fletcher, a partner at McKinsey & Company.
"The question is no longer only who makes the chip, but who can turn it into a powered, cooled, networked and serviceable AI system."
That evolution positions Taiwan as a crucial link between chip design and real-world AI deployment, where power delivery, cooling systems, networking, and serviceability matter as much as raw compute performance.
Global chip leaders converge amid geopolitical pressure
This year’s Computex lineup reflects the stakes. Alongside Nvidia, executives from Qualcomm, Arm, Marvell Technology, and NXP Semiconductors are expected to attend, making it one of the most densely packed industry gatherings in years.
The event unfolds against a tense geopolitical backdrop. China has increased military activity around Taiwan, while senior U.S. and Chinese leaders continue to signal that Taiwan remains a sensitive flashpoint in global relations.
Despite this, Taiwan’s tech sector continues to expand rapidly. The island’s server exports have surged dramatically—from $571 million in 2017 to around $60 billion last year—reflecting its growing dominance in AI infrastructure manufacturing.
AI boom fuels Taiwan’s manufacturing rise
Even amid geopolitical uncertainty, demand for AI computing systems has kept Taiwan’s export engines running at full speed. The island’s manufacturers are increasingly central to building the hardware backbone of generative AI systems, from hyperscale data centres to specialised AI accelerators.
With Computex set to begin, attention will now turn to whether the industry’s biggest players can translate ambitious investment plans into scalable infrastructure fast enough to meet global AI demand.