Nvidia CEO Jensen Huang is set to keynote Computex Taipei, positioning the company at the center of global discussions on AI chips, infrastructure, and the next phase of computing.
When Jensen Huang takes the stage at Computex Taipei, the event will be about more than a keynote. It will serve as a barometer for where the AI hardware market is heading — and how long its current growth cycle can last.
For Nvidia, Computex is familiar territory. But this year’s appearance comes amid unprecedented demand for AI accelerators, memory, networking, and data-center infrastructure.
Why Computex matters now
Computex has evolved from a PC-centric trade show into a showcase for advanced computing. AI servers, edge devices, and next-generation silicon now dominate its narrative.
Huang’s keynote is expected to reinforce Nvidia’s position as the backbone of AI infrastructure — not just for training large models, but for inference, robotics, and industrial AI.
Investors and partners will be watching closely for signals on:
- Supply constraints and capacity expansion
- Roadmaps beyond current GPU generations
- Nvidia’s role in AI software and networking
Beyond chips: systems and platforms
The company’s strength increasingly lies in systems, not standalone chips. GPUs are bundled with networking, software stacks, and optimized architectures.
At Computex, the emphasis is likely to be on integrated platforms — reinforcing Nvidia’s moat against rivals trying to compete on individual components.
A confidence signal
By headlining Computex, the company is projecting confidence at a time when questions are emerging about AI spending sustainability. Huang’s message will likely stress long-term demand rather than short-term cycles.
For the hardware industry, the keynote is less about announcements and more about reassurance: AI infrastructure is still being built.
