Overview
- Nvidia is the central draw for GTC Taipei and Computex, with CEO Jensen Huang scheduled to deliver the GTC keynote on June 1 and GTC passes sold out across the event.
- Since arriving in Taipei, Huang has told partners the company could spend as much as $150 billion a year in Taiwan to expand supply‑chain and infrastructure ties.
- Industry leaders report Nvidia has grown its partner network to roughly 150 firms and has held intensive meetings with TSMC, Foxconn and Quanta to scale server assembly, packaging and cooling.
- Attention at the shows is focused on Nvidia’s Vera platform and possible Vera CPU developments, plus sessions on robotics, Omniverse simulation and the company’s ‘Physical AI’ and ‘AI factory’ concepts.
- AMD’s separate pledge of more than $10 billion and widespread exhibitor demos from Taiwanese firms such as Wiwynn and GIGABYTE underscore a broader industry move to turn Taiwan into an end‑to‑end AI infrastructure hub, which could reshape local jobs and export mix.