Overview
- Qualcomm, which declared 2026 "the year of agents" during its Computex keynote on Monday, said agents will act across phones, laptops and vehicles, and it teased a Dragonfly platform while confirming a Tata Electronics tie‑up to make automotive modules.
- NVIDIA announced the RTX Spark platform, a Blackwell RTX GPU paired with a 20‑core Grace CPU design, and said the first OEM RTX Spark laptops from Acer, ASUS, Dell, HP, Lenovo and MSI will arrive later this fall.
- GIGABYTE demonstrated full‑stack, rack‑scale and modular AI systems such as GAIFA and GADU to speed on‑prem and transportable deployments for generative and agentic workloads.
- Industry leaders warned that memory supply is under strain from AI demand, with SK hynix saying it will double silicon wafer capacity over five years and predicting shortages could persist to 2030.
- Computex robotics demos showed visible gains but largely remote control or preprogrammed motion, and speakers warned that agents will change user devices by running persistent background tasks that raise battery, connectivity and cost challenges driven by soaring token consumption.