Nvidia and AI Dominate Computex 2025 Amid Tariff Concerns

At this year’s Computex trade show in Taiwan (May 20–23), Nvidia CEO Jensen Huang is once again expected to steal the spotlight, alongside growing focus on artificial intelligence (AI) and U.S. tariff tensions. With over 1,400 exhibitors attending, Computex remains a key tech gathering in Asia, especially as geopolitical shifts reshape global supply chains.

Huang, whose 2024 appearance sparked a frenzy dubbed “Jensanity,” will deliver a keynote highlighting new AI server partnerships with Taiwanese giants like Foxconn and Quanta. Analysts expect him to address both Nvidia’s regional collaborations and rising concerns over U.S.-China trade frictions.

Following U.S. President Donald Trump’s recent tariff threats aimed at encouraging domestic production, companies like Nvidia are adapting fast. In April, Nvidia pledged to manufacture $500 billion worth of AI servers in the U.S. over four years in collaboration with TSMC, Foxconn, and Wistron.

Meanwhile, Qualcomm CEO Cristiano Amon and Foxconn Chairman Young Liu will attend, with Qualcomm set to unveil updates on AI-powered PCs. MediaTek plans to showcase developments in edge and cloud AI. AMD will focus on AI-enhanced gaming and personal computing.

Intel’s new CEO Lip-Bu Tan will not speak publicly but will engage key partners at a private dinner. Notably, industrial computer leader Advantech returns to Computex after a 10-year hiatus, presenting AI system solutions for businesses.

Export restrictions on advanced GPUs to China also weigh heavily on both Nvidia and AMD, adding complexity to global strategy shifts.

Advantech Chairman K.C. Liu noted the show’s transformation, stating that AI has moved Computex beyond consumer tech. “Taiwan has changed too—the industry is shifting from B2C to AI-driven B2B innovation,” Liu said.

AI and global trade dynamics are set to define Computex 2025.