Taiwan’s premier technology trade show next week is expected to shine a spotlight on Nvidia’s deepening investment in the island nation and Taiwan’s expanding influence in artificial intelligence infrastructure development.
The Nvidia chief executive, Jensen Huang, who arrived in Taipei over a week before the event begins, emphasized his company’s commitment on Wednesday by announcing plans to invest up to $150 billion annually in Taiwan, describing the nation as the center of the artificial intelligence revolution.
“Many years ago, we had 10 partners. Five years ago, maybe 50 partners. Now we have 150 partners,” Huang stated.
Similarly, AMD’s chief executive Lisa Su announced last week that her company plans to invest more than $10 billion in Taiwan’s artificial intelligence industry, noting the company is working with local partners to ensure adequate capacity for growth in 2026 and beyond.
The island nation features a comprehensive network essential for AI data centers, including manufacturers of AI servers, packaging facilities, and component suppliers.
“Taiwan’s AI role is moving from a semiconductor story to an infrastructure story,” commented 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.”
The Computex exhibition will take place from June 2-5, beginning with an opening presentation from Huang on Monday, with strengthened relationships between Nvidia and its partners expected to be a major focus.
Since his arrival in Taiwan, Huang has maintained an intensive schedule of meetings and dinners with supply chain leaders, including sessions with TSMC CEO C.C. Wei, Foxconn Chairman Young Liu and Quanta Computer Chairman Barry Lam.
Although Computex has historically focused on consumer electronics, Nvidia has transformed it into a more enterprise-focused event in recent years. Expected highlights include the company’s data center offerings, including its latest Vera Rubin AI computing platform and Vera central processing unit, along with developments in robotics and manufacturing AI applications.
The show, anticipated to be the largest Computex ever with 1,500 exhibitors, will feature other prominent technology executives including Intel CEO Lip-Bu Tan, Qualcomm Chief Executive Cristiano Amon and Arm boss Rene Haas.
Marvell’s chief executive, Matt Murphy, and NXP Semiconductors CEO Rafael Sotomayor are also scheduled to attend.
Intel’s presentation by Tan will draw significant attention from industry observers.
“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.
Ma noted he will be watching for developments including a long-rumored Nvidia PC platform, Intel’s Arc G-series processors for handheld gaming devices, and will assess industry sentiment amid elevated memory costs.
Intel is anticipated to highlight its numerous partnerships and renewed focus on high-performance central processing units for AI inference, according to Ian Cutress, chief analyst at More than Moore.
The technology showcase occurs during a period of increased geopolitical tensions.
China’s President Xi Jinping warned U.S. President Donald Trump at their recent summit that mismanaging Taiwan issues could result in conflict between the nations. China has also intensified pressure on Taiwan through increased military activity in surrounding areas.
Despite these tensions, Taiwan’s technology business continues to thrive. The island’s server exports jumped to $60 billion last year, up dramatically from just $571 million in 2017.
