Nvidia CEO Jensen Huang will deliver a keynote at Computex 2026 to showcase new AI chips and Vera CPUs [1, 2].
The event signals Nvidia's push to maintain its dominance in AI infrastructure. As the company introduces new hardware, it must balance aggressive growth with tightening supply chains and shifting geopolitical trade restrictions.
Computex 2026 runs from June 2 to June 5, 2026 [3]. A livestream of the event is scheduled for Sunday at 8 p.m. PT, or 11 p.m. ET [4]. Huang is expected to arrive in Taiwan on June 1, 2026, ahead of the GTC Taipei keynote [5].
The company's hardware expansion comes after a period of significant financial growth, with Nvidia reporting record revenue of $81.6 billion [6]. However, the ramp-up of Vera and Rubin architectures has reportedly strained the Taiwan supply chain [7].
Geopolitical tensions continue to impact the company's global footprint. Following export restrictions, Nvidia's market share in China has fallen to 0 percent [6]. This vacuum has allowed competitors to grow, with Huawei seeing a market opening value of $12 billion [6].
Nvidia's presence in Taipei focuses on the intersection of AI infrastructure, and manufacturing. The company intends to use the venue to discuss supply-chain plans with TSMC to ensure the delivery of its next-generation chips [7].
“Nvidia will deliver a keynote at Computex 2026, showcasing new AI chips and Vera CPUs”
Nvidia's transition to Vera CPUs and the Rubin architecture represents a critical pivot to maintain its lead in the AI race. While record revenues provide a financial cushion, the total loss of the Chinese market and the resulting rise of Huawei create a bifurcated global AI ecosystem. The company's success now depends less on design and more on its ability to coordinate with TSMC to resolve supply chain bottlenecks in Taiwan.
