Computex 2026: AI Infrastructure, the PC Wars, and the New Connectivity Arms Race
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.
NAND Insider Newsletter: March 3, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 3, 2025.