Computex has historically been a client- and consumer-focused event, but those markets now take a back seat to enterprise infrastructure and the components that define an AI factory. The key messages were all AI, all the time.

The keynotes were entirely semiconductor-first, with talks by three chip CEOs: Jensen Huang of NVIDIA, Cristiano Amon of Qualcomm, Lip-Bu Tan of Intel, and Matt Murphy of Marvell. Each painted a slightly different picture about where the AI buildout is headed.