At this year's Computex, semiconductor manufacturers are all revolving around Jensen Huang.
📊Executive Summary
At Computex 2026, NVIDIA's CEO Jensen Huang highlighted the growing importance of connectivity in AI, stating that the next bottleneck is not computing power but connectivity capabilities. This shift is driving demand for optical communication technologies, with Marvell, a key partner of NVIDIA, expanding its role in this area. The article emphasizes NVIDIA's strategic investments and partnerships, particularly in optical communication and power supply technologies, which are crucial for the future of AI applications. The focus on these technologies indicates a significant shift in procurement priorities for companies involved in AI and data center infrastructure....
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