Commentary: How Nvidia turned Computex into its own annual coronation

Jensen Huang’s dominant presence at Computex 2026 underscores Nvidia’s evolution from a chip vendor to the de facto architect of AI infrastructure. This triggers cascading technical effects: TSMC’s CoWoS capacity remains bottlenecked, server OEMs redesign motherboards for GB200 superchips, and memory makers rush HBM4 ramp-up. Geopolitically, U.S. export controls boost near-term ASPs but inflate global supply chain redundancy costs, accelerating AI chip ecosystem development in Taiwan, China and South Korea. AMD counters with open ROCm and chiplet customization; Intel pushes Gaudi 4 through cloud partnerships. Over the next 18 months, Nvidia’s developer-centric moat will widen—yet widespread adoption of open interconnect standards like UCIe could structurally erode its vertical integration advantage.