Huang’s confidence rested on a deepening strategic partnership. Marvell’s custom ASICs and optical connectivity silicon are essential data-center infrastructure for AI workloads. Nvidia had already placed a $2 billion strategic investment in Marvell months earlier . Marvell’s AI data-center revenue now accounts for roughly 76% of its business
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Intel CEO Lip-Bu Tan used the COMPUTEX stage to reposition the chipmaker as a systems company for the agentic AI era . Tan argued that the rise of agentic AI—autonomous software agents performing complex, multi-step tasks—will drive a CPU renaissance, not just GPU demand
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To back that thesis, Intel formally launched the Xeon 6+ processor family, codenamed “Clearwater Forest” . It is Intel’s first data-center CPU built on its Intel 18A process node
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Tan confirmed that Intel 18A manufacturing is “now at full scale” . The node is so supply-constrained that Intel teams are making daily allocation decisions between customers
. A single liquid-cooled rack of Xeon 6+ processors can pack 36,864 cores in 32U of rack space at roughly 100 kW, potentially hosting up to 150,000 AI agents per rack
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Intel also announced rack-scale design partnerships with SambaNova and Foxconn, signaling a push toward pre-integrated AI infrastructure .
Beyond Intel and Marvell, the show’s executive keynote roster underscored the event’s AI focus:
The exhibition floor made one trend clearer than any keynote slide: AI is escaping the data center and landing in factories, vehicles, and industrial equipment.
Innodisk demonstrated its five-layer edge AI ecosystem at the show. The framework integrates compute, memory, storage, sensing/communication, and software layers into a single production-ready stack . Innodisk’s on-premises AI platform, the AccelBrain running on APEX-X200, promises 100% data sovereignty by running LLMs entirely locally
. For industrial environments, the company demonstrated heavy-machinery safety vision systems powered by Intel, Qualcomm, and NVIDIA Blackwell architectures
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MICROIP debuted its new “AI Vehicle System Business Group,” announcing dual AI software platforms called AIVO and XEdgAI . The automotive focus includes an adaptive system with 360-degree multi-channel AI awareness, front-vehicle and traffic-light recognition, and rear blind-spot monitoring
. The company described its approach as a “triple safety protection” concept
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The show organized itself around four high-level themes to help attendees navigate the massive floor plan:
Three new dedicated zones appeared for the first time: an AI Robotics Zone, a TechXperience Hall, and an E-Paper Pavilion .
Taiwan’s server ODMs entered the show with strong momentum. Leading manufacturers, including Foxconn, Quanta (through QCT), Wiwynn, Inventec, Gigabyte, Asus, and ASRock, reported record Q1 financial results .
Hyperscaler orders for Nvidia’s next-generation GB300 rack systems were accelerating into the second half of 2026 . The industry is also tracking a new category called “Physical AI” — intelligent systems that interact with the physical world — as a fresh growth lane beyond traditional training and inference workloads
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By the time the show concluded on June 5, organizers declared COMPUTEX 2026 the largest and most AI-focused edition in its history . The record turnout of over 110,000 buyers and the expanded international footprint positioned Taiwan as the unchallenged hub of the global AI supply chain
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