Jensen Huang's 'playground'

The world's biggest computer event revolves around Jensen Huang and Nvidia. The company's CEO is opening up opportunities for many domestic partners.

Nvidia's CEO is the center of attention at the world's largest computer exhibition. Photo: Nvidia .

Computex is considered one of the world's biggest technology events, especially in the computer and component sector. For many years, its appeal has diminished as this sector has been stagnant, with little change in PC and laptop designs.

Thanks to the AI ​​craze, especially from Jensen Huang, a native of Taiwan, the exhibition has become a hot topic again. Besides his presentation for Nvidia, he was consistently present at other forums within the event, bringing the spotlight to his partners.

Global technology powerhouses

With over $3 trillion in market capitalization, Nvidia's market value could be higher than all the hardware companies present at Computex 2025 combined. The company didn't even have an official booth at the event, but its logo was still visible throughout the computer exhibition.

It's not about the standout hardware products or solutions, but rather the collaboration with Nvidia that many manufacturers want to showcase. At the center of the MediaTek booth, the chip manufacturer with the largest shipment volume currently, is the mini-computer they developed with Nvidia.

Even without a booth, the Nvidia logo and Jensen Huang's signature were everywhere at Computex.

The DGX Spark is a rare end-to-end AI product accessible to individual customers. It uses the GB10 platform of the Blackwell Grace architecture, similar to more expensive graphics cards. Its computing power is sufficient for personal or small business use. The product is part of a collaboration between MediaTek and Nvidia to create dedicated AI chips based on the Arm architecture, which are power-efficient and generate less heat.

Similar to its approach with gaming graphics cards, Nvidia is gradually sharing its success with partners in Taiwan. Instead of maintaining a hardware monopoly, Jensen Huang is offering the NV Link solution, allowing partners to customize their platform. This enables many other companies to enter the AI ​​arena.

Similarly, in the case of the DGX Spark, the device is like a Founder Edition version of the Nvidia GPU. The GB10 chip is supplied to various partners to manufacture their own computers and sell them to customers.

Nvidia is expanding its partnerships, opening up opportunities for partners in Taiwan to enter the AI ​​market.

Leadtek, a company based in Taiwan, also gained attention following Nvidia's success. It was previously the exclusive distributor of Nvidia's graphics cards in Asia. When the AI ​​craze exploded, Leadtek became highly sought after as it was also the sole seller of GPUs specifically designed for training and operating artificial intelligence systems.

Taking advantage of the opportunity, the company expanded its offerings to include a complete AI solution package for end customers.

Pressure from Apple

Jensen Huang has brought new opportunities for Taiwanese-based component manufacturers, but the wave hasn't yet reached the personal computer market. Following last year's AI laptop boom, the market has shown a slow response. Samson Hu, CEO of Asus, believes it will take many more years for AI-generated features to help the market recover.

Amidst this trend, Windows manufacturers are gradually shifting back to traditional features, where they must outperform their biggest competitors. The general trend for laptops at Computex 2025 is to reduce size and optimize power per watt.

New RAM and SSD standards provide Windows computers with more power to compete with Macs.

At the event, Asus and Acer's booths dedicated significant space to showcasing their slim and lightweight models, rather than bulky gaming laptops. Models like the Acer Swift Edge and Zenbook A easily surpassed MacBooks in weight, addressing many user concerns. The manufacturers also strived to upgrade materials so customers wouldn't have to compromise on battery life or chassis sturdiness.

In terms of specifications, Qualcomm, Intel, and AMD are locked in a fierce battle. Beyond pure power, the three manufacturers are striving to make their chips more energy-efficient and less prone to heat generation. Snapdragon X excels in this area, but currently suffers from a severe lack of applications.

Besides chips, RAM and SSDs are also components that power Macs thanks to their high read and write speeds. Windows manufacturers are gradually counterattacking with the new DDR5 and PCIe 5.0.

For example, Kingston's flagship NVMe Fury Renegade G5 SSD boasts sequential read and write speeds of over 14,000 MB/s. This is double the performance recorded on the MacBook Pro M4. As a result, newer Windows computers can access data continuously and much faster.

Source: https://znews.vn/san-choi-cua-jensen-huang-post1555719.html