Today at 11:00 AM Taipei time, major tech titans and server manufacturers kicked off COMPUTEX 2026, with an apparent shift from experimental AI toward deployment. Hardware took center stage, with announcements about ultra-dense racks, liquid cooling advancements, and brand-new silicon stealing the spotlight.
In his keynote, Jensen Huang notably said “it’s complete nonsense” AI will replace software developers, adding that the AI revolution will actually require more software engineers to function. He went on to frame the “next phase of computing” around “tokens per watt” and “cost per token,” with AI data centers to become production facilities for raw digital intelligence.
Huang also announced that the Vera Rubin microprocessor platform (powered by the Vera CPU) is now in full production, and claimed that the chip orchestrates AI tasks 80% faster than those of its x86 competitors.
He signaled a concentrated push into consumer PCs, with the all-in-one superchip, RTX Spark, an agentic AI-focused, Arm-based consumer System-on-Chip (SoC) that combines a Grace CPU and a Blackwell GPU.
Other news included AMD support for Socket AM5 platform through 2029, and two new processors: the Ryzen 7 7700X3D and Ryzen 7 5800X3D 10th Anniversary Edition. This comes shortly after its announcement to invest $10 billion in Taiwan’s AI infrastructure.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Corporate Sci-Fi: With 40 pages of risk disclosures, SpaceX’s S-1 filing lays out a vision that “reads like a techno-futurist manifesto” about not only rockets, satellites, and AI infrastructure, but the goal of making humans a multi-planetary species.
Marvell raises AI outlook: Marvell forecasts more than 70% annual growth in its interconnect business, with networking and optical connectivity driving Q1 revenues of $2.418 billion, and boosting revenue expectations to nearly $11.5 billion.
Telco AI Forum: Register to see how key pillars of next-gen telecom infrastructure, such as AI-autonomous networks, edge AI, sovereign infrastructure, and AIDCs, will reshape not only telecommunications, but enterprise IT, and cloud infrastructure.
AI Today: What You Need to Know
Utah Guv raises the bar for Stratos: Governor Cox “set a higher bar for data center development,” with a Data Center Framework outlining 8 principles – a response to public outrage over Kevin O’Leary’s 7.5 GW, 40,000-acre campus.
Taiwan’s Computex: Following initial keynote reveals, Nvidia’s Jensen Huang is expected to outline the Vera Rubin ecosystem, supply chain, and production pipelines. AMD Ryzen AI Halo, and news from HP, Dell, and Asus will also dominate.
TSMC brings NVIDIA AI into the fab: TSMC is using NVIDIA accelerated computing and AI to advance semiconductor design and manufacturing for better turnarounds, energy efficiency, yield and operational productivity in advanced fabs.
SoftBank plans 5GW in France: SoftBank announced a 75-billion-euro ($87 billion) program for AI data centers in France, with $53 billion (45B euros) slated for the next 5 years. to start, 3.1 GW will be built in northern Hauts-de-France by 2031.
EdgeConneX Texas campus: Two $700 million Texas Department of Licensing and Regulation construction filings were submitted for a data center in Cedar Creek within Bastrop County, about 35 miles southeast of Austin.
3D chip breakthrough: University of Illinois Grainger College of Engineering has developed a new process using ultra-thin silicon membranes and low-temperature manufacturing techniques to stack silicon circuits in multiple layers.
RCR Events
Telco AI Forum, June 16th
Telco AI Forum brings together operators, vendors, hyperscalers, and academia to explore how the evolution of the industry and partnership ecosystems is laying the foundations for AI-native 6G networks and unlocking ROI. Register now
Quantum Safe Networks Forum, July 14th
Quantum Safe Networks Forum brings together telecom operators, cybersecurity experts, and industry analysts to explore how to build resilient, future-ready infrastructure in the face of quantum disruption. Register now
RCR Roundtables AI Infrastructure, October 21st, Dallas, Texas
Join 50 senior data center, energy and AI leaders at the Ritz-Carlton Dallas on October 21 for invitation-only roundtables on powering and scaling AI. Request your invitation
Industry Resources
Webinar, June 2nd: Scaling optical networks for the AI and hyperscale era
Report: AI in testing: Developing trust, delivering results
Report: Test, measurement and service assurance in the AI era
Whitepaper: Scalable database design for 5G and beyond
