How to Watch Nvidia CEO Jensen Huang's Computex 2026 Keynote - PCMag

NVIDIA CEO Jensen Huang is set to deliver a keynote speech at Computex 2026, an event that traditionally features industry leaders. Scheduled for June 1 at 11 a.m. Taipei time, Huang’s session will be... Read original →

Jensen Huang’s Computex 2026 keynote in Taipei, China, signals AI infrastructure’s full-stack expansion from cloud to edge and endpoint. NVIDIA’s Vera Rubin NVL72 and Jetson Thor will accelerate 3nm EUV adoption, pressuring TSMC and Samsung to scale CoWoS capacity. The MediaTek-collaborated N1X—combining Blackwell GPUs with Arm CPUs—threatens x86’s Windows gaming dominance and directly challenges Qualcomm’s Snapdragon X2 Elite. Geopolitically, U.S. export controls on advanced semiconductor tools compel NVIDIA to build redundant packaging/test hubs in Malaysia and India, raising operational costs by over 15%. Within 18 months, Arm-based PCs could capture 30% market share, though software compatibility remains the critical bottleneck. Qualcomm may counter with deeply optimized NPUs for Windows, while Marvell could leverage NVLink alternatives to penetrate AI server interconnects.