{"id":53194,"date":"2026-05-24T10:59:21","date_gmt":"2026-05-24T14:59:21","guid":{"rendered":"https:\/\/overcentral.com\/en\/nvidia-and-amd-top-executives-visit-taiwan-for-computex-showdown\/"},"modified":"2026-05-24T11:00:12","modified_gmt":"2026-05-24T15:00:12","slug":"nvidia-amd-ceos-taiwan-computex-2026","status":"publish","type":"post","link":"https:\/\/overcentral.com\/en\/nvidia-amd-ceos-taiwan-computex-2026\/","title":{"rendered":"NVIDIA and AMD Top Executives Visit Taiwan for Computex Showdown"},"content":{"rendered":"

The countdown to Computex 2026<\/a> has officially begun, and the semiconductor industry’s two most powerful figures are already on the ground in Taipei. NVIDIA<\/a> CEO Jensen Huang and AMD CEO Lisa Su have both touched down in Taiwan, setting the stage for a week of high-stakes negotiations, product reveals, and strategic maneuvering that will define the next era of AI infrastructure. Their visits, while overlapping in geography, represent distinctly different approaches to the market, offering a rare glimpse into the intense rivalry that is reshaping the global tech landscape. This article examines their respective agendas, the critical role of the Taiwanese supply chain, and what the coming Computex<\/a> events will reveal about the future of AI computing.<\/p>\n

Jensen Huang’s Taipei Arrival and Immediate Strategy<\/h2>\n

Jensen Huang arrived at Taipei’s Songshan Airport on the afternoon of May 23, greeted by a swarm of reporters and cameras. The NVIDIA CEO exuded confidence immediately upon landing, hinting at the scale of the company’s upcoming platform. “Vera Rubin will probably be the largest product launch in Taiwan’s history,” Huang stated, emphasizing that a single Vera Rubin system consists of approximately 2 million parts, involving over 150 Taiwanese ecosystem partners. This is not merely a product announcement; it is a declaration of industrial mobilization.<\/p>\n

The Vera Rubin Platform: A $1 Trillion Horizon<\/h3>\n

Vera Rubin, the successor to the Blackwell generation, is NVIDIA’s next-generation AI server platform. Comprising the Rubin GPU, Vera CPU, HBM4 memory, and NVLink 6, the rack-scale system is expected to deliver up to 10 times the inference performance per watt of Blackwell. Volume production is already underway using TSMC’s 3nm process, with shipments slated for the second half of 2026. At GTC 2026 in March, Huang projected that combined orders for Blackwell and Vera Rubin could reach $1 trillion by 2027<\/span>, signaling an unprecedented demand cycle that will keep Taiwan’s supply chain operating at maximum capacity.<\/p>\n

OpenClaw and the Era of Autonomous AI Agents<\/h3>\n

Shortly after arriving, Huang appeared at the Meet-a-Claw event in Nangang, focused on developers. The highlight was a demonstration of OpenClaw, an open-source AI agent tool. “The era of usable AI has arrived,” Huang told the audience. “Show everyone what an open-source agent can do, and let them build their own AI agents<\/a>. That is the purpose of this event.” This emphasis on agentic AI marks a strategic shift from pure training infrastructure to practical, real-time inference capabilities, a domain where NVIDIA intends to maintain its dominance.<\/p>\n

The Annual “Billion-Dollar Dinner” and Diplomatic Maneuvers<\/h3>\n

Huang’s itinerary is packed with high-level meetings. Sources confirm he will meet with TSMC Chairman C.C. Wei and TSMC founder Morris Chang. However, the most anticipated event is Huang’s annual “Billion-Dollar Dinner” on May 28, where he hosts the top brass of Taiwan’s supply chain. This dinner, a tradition dating back years, serves as a powerful display of unity between NVIDIA and its key partners. In January 2025, a similar dinner before CES saw leaders from TSMC, MediaTek, and Quanta in attendance. Huang also hinted to reporters that “something might be revealed this week” regarding the design of NVIDIA’s new Taipei headquarters building.<\/p>\n

Lisa Su’s “Advance Visit” and the $10 Billion Taiwan Bet<\/h2>\n

AMD CEO Lisa Su arrived two days before Huang, landing in Taipei on May 21 after concluding AMD AI Development Day in Shanghai. She was met with minimal fanfare, waving briefly before heading to private meetings. Su’s Taiwan visit is short but dense. Her schedule includes a non-public meeting with TSMC Chairman C.C. Wei, a dialogue at the CommonWealth Magazine 45th Anniversary Forum, and multiple dinners with supply chain partners.<\/p>\n

The Venice CPU: AMD’s Counterattack in the Server Market<\/h3>\n

At the CommonWealth forum, Su revealed a major strategic initiative: a $10 billion joint investment plan<\/span> with the Taiwanese ecosystem. The centerpiece of this investment is the next-generation flagship CPU, “Venice,” which has already begun mass production using TSMC’s 2nm process. Su positioned Taiwan as the “center of advanced technology” and emphasized a fundamental shift in the data center market. “The main battlefield of AI is moving from training to real-time inference,” Su argued. She noted that the CPU-to-GPU ratio in data centers has traditionally been 1:4, but with the proliferation of AI agents, it could approach 1:1<\/span>. This represents a massive opportunity for AMD’s EPYC server CPUs, which Su forecasts will see the server CPU market grow at an annual rate of over 35%, exceeding $120 billion by 2030.<\/p>\n

Why Lisa Su Skips Computex (But Still Dominates the Conversation)<\/h3>\n

For the second consecutive year, Lisa Su will not attend Computex proper. AMD officially cites scheduling conflicts, pointing to its own major AI event, “Advancing AI 2026,” scheduled for July 22-23 in San Francisco<\/a>. The full unveiling of the Instinct MI450 GPU and the EPYC Venice CPU is expected to be reserved for that in-house event. However, Su’s strategy is deliberate. By arriving before Computex, solidifying relationships with the supply chain, and announcing a $10 billion investment, she ensures AMD’s narrative dominates the headlines during the show, even from a distance. “Without the Taiwanese ecosystem walking together, AMD’s products could not have grown or succeeded,” Su said emotionally, framing her visit as an opportunity to “convey heartfelt thanks on behalf of the entire AMD team.”<\/p>\n

The Unspoken Battleground: Taiwan’s Ecosystem and “Co-opetition”<\/h2>\n

Both NVIDIA and AMD prioritize meetings with TSMC during their visits. Securing production capacity at the world’s most advanced foundry is critical to the timeline of next-generation AI products. Huang describes Vera Rubin as “built with 150 Taiwanese partners,” while Su states that “nowhere else has an ecosystem like Taiwan’s.” This is not mere diplomacy; it is fact. Companies like Foxconn, Quanta, Wistron, ASE, and Wiwynn form the backbone of AI server manufacturing, and their capacity is concentrated in Taiwan. The rivalry between the two chip giants is ultimately fought not just in boardrooms in Santa Clara, but in the factories and meeting rooms of Taipei. This dynamic, often described as “co-opetition,” means both companies rely on the same partners while competing fiercely for market share.<\/p>\n

What to Expect at GTC Taipei and Computex 2026<\/h2>\n

The main event begins on June 1 at 11 a.m. Taiwan time, when Jensen Huang delivers the keynote at the Taipei Music Center for GTC Taipei. The speech is expected to include the final specifications for the Vera Rubin platform, new information on consumer-grade GPUs, and possibly the public unveiling of NVIDIA’s new Taipei headquarters. Computex 2026 itself runs from June 2 to June 5 at the Nangang Exhibition Hall. On June 2, Intel CEO Lip-Bu Tan will deliver a keynote, with expectations centered on the Nova Lake architecture and Intel’s manufacturing strategy. AMD may not be on the main stage, but its $10 billion investment and the mass production news of Venice will undoubtedly dominate supply chain conversations throughout the week.<\/p>\n

The battle for next-generation AI supremacy is already being fought not on the Computex show floor, but in the airports, restaurants, and boardrooms of Taipei. The coming days will reveal whether NVIDIA’s all-encompassing platform strategy or AMD’s precision-focused CPU and investment approach will gain the upper hand in shaping the future of AI infrastructure.<\/p>\n","protected":false},"excerpt":{"rendered":"

The countdown to Computex 2026 has officially begun, and the semiconductor industry’s two most powerful figures are already on the ground in Taipei. NVIDIA CEO Jensen Huang and AMD CEO Lisa Su have both touched down in Taiwan, setting the stage for a week of high-stakes negotiations, product reveals, and strategic maneuvering that will define […]<\/p>\n","protected":false},"author":7,"featured_media":85082,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/cards.overcentral.com\/cards\/en\/53194.png","fifu_image_alt":"NVIDIA and AMD Top Executives Visit Taiwan for Computex Showdown","footnotes":""},"categories":[349],"tags":[],"class_list":["post-53194","post","type-post","status-publish","format-standard","has-post-thumbnail","category-articles"],"fifu_image_url":"https:\/\/cards.overcentral.com\/cards\/en\/53194.png","fifu_image_alt":"NVIDIA and AMD Top Executives Visit Taiwan for Computex Showdown","_links":{"self":[{"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/posts\/53194","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/comments?post=53194"}],"version-history":[{"count":0,"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/posts\/53194\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/media\/85082"}],"wp:attachment":[{"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/media?parent=53194"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/categories?post=53194"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/overcentral.com\/en\/wp-json\/wp\/v2\/tags?post=53194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}