- Nvidia’s Jensen Huang is in Taipei, vows up to $150 billion a year in Taiwan and will headline Computex — expect Nvidia to dominate the conversation.
- Taiwan’s role is shifting from just making chips to building AI infrastructure, with partners multiplying and AMD pledging $10+ billion to expand capacity.
- Computex will be the biggest yet with top execs from Intel, Qualcomm and Arm attending — and despite China-Taiwan tensions, Taiwan’s AI/server business is booming.
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