Jensen Huang wasn’t on the official Computex 2024 programme in Taipei this week, but he didn’t need to be.
The Nvidia billionaire led an unprecedented cast of tech glitterati to the world’s biggest computing conference this week in Taiwan, where he effortlessly upstaged the likes of Intel CEO Pat Gelsinger — without a single official keynote or session.
Huang was easy to spot on the show floor at all times — observers could literally tell where he was from the cheering, chanting and visible, moving mass of people that track the CEO wherever he goes. When not touring the booths, he hosted dinners for CEOs and cameo-ed at partner events. He signed Super Micro servers, journalists’ laptops and — in a video that went viral — one young lady’s chest.
Taiwan Semiconductor Manufacturing Co made the island a compulsory stop for governments around the world trying to secure chips. But there’s more to AI than just the chip: motherboards, modules, servers, cooling systems and more are all mostly designed and initially made in Taiwan. More than nine-tenths of the world’s AI-capable servers are made by the island’s firms, Bloomberg Intelligence’s Steven Tseng estimates, operating out of factories spanning Mexico to Malaysia.
From Qualcomm’s Cristiano Amon to AMD’s Lisa Su, just about every executive extolled the benefits of having AI computations performed on the laptop — the edge — rather than via a remote cloud server. But things get squishy after that. Case in point: Shao Yu, an Asus product manager, said she couldn’t demonstrate some of the functions because the venue’s internet was too slow.Geopolitical uncertainty has been a dominant topic at conferences around the world. In Taipei, every mention drew either the evil eye or a nervous laugh and brush-off.
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