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Computex 2024 to Spotlight AI Innovations, Nvidia’s Jensen Huang Takes Center Stage

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Taiwan’s Computex trade show, set for May 20–23, will once again shine a spotlight on artificial intelligence, with Nvidia CEO Jensen Huang expected to headline the event. With 1,400 exhibitors lined up, this year’s focus extends beyond AI-powered devices to global economic shifts and the geopolitical implications of U.S. tariffs.

Huang, known for sparking “Jensanity” at last year’s event, will deliver the keynote speech Monday. He’s anticipated to announce expanded partnerships with leading Taiwanese AI server manufacturers like Foxconn and Quanta. Analysts believe Huang may also reference recent U.S. policy changes, including trade tariffs and the ongoing effort to reduce supply chain dependence on China.

“Obviously, Nvidia relies a lot on the Taiwanese ecosystem to deliver,” said Ian Cutress, chief analyst at More Than Moore. Nvidia recently pledged to produce $500 billion worth of AI servers in the U.S. over the next four years, in collaboration with TSMC, Foxconn, and Wistron.

Other tech giants will also make major appearances:

  • Qualcomm will present developments in AI PCs.

  • MediaTek is set to unveil its strategy for edge and cloud AI.

  • AMD will showcase advancements in gaming and AI-powered personal computing.

  • Intel’s new CEO, Lip-Bu Tan, while skipping a public speech, will meet privately with key Taiwanese partners.

  • Advantech, a leader in industrial computing, returns after a decade to reveal new AI systems for business applications.

The event arrives amid concerns over tightened export controls on advanced AI chips to China and heightened pressure from the U.S. to relocate manufacturing stateside. These dynamics have shifted the industry’s focus from traditional B2C electronics to enterprise-level AI and industrial innovation.

“Taiwan has also changed,” said Advantech Chairman K.C. Liu. “The industry has shifted toward AI. It’s no longer enough to focus solely on consumer goods.”

Computex 2024 is expected to serve not only as a showcase for the latest AI breakthroughs but also as a barometer of how companies are navigating complex global supply chains and political risks in the tech sector.

Cadence Unveils Nvidia-Based Supercomputer to Accelerate Engineering and Biotech Design

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Cadence Design Systems (CDNS.O) unveiled a powerful new supercomputer on Wednesday, built with Nvidia’s latest Blackwell GPUs, to dramatically speed up complex simulations in chip design, aerospace, and biotech research. The Millennium M2000, Cadence’s newest system, represents a major leap forward as the company expands beyond traditional chip design into engineering, drug discovery, and system modeling.

Key Details:

  • Millennium M2000 Supercomputer

    • Powered by ~32 Nvidia Blackwell GPUs

    • Target price: ~$2 million per unit

    • Dramatic simulation improvements: e.g., 8-day CPU job completed in <24 hours

    • Builds on Cadence’s 2023 system, now covering a broader software suite

“There’s this insatiable need for faster simulation,” said Michael Jackson, VP at Cadence, noting its use with Boeing to analyze turbulence around parts of a 777 jet.

Strategic Use Cases:

  • Aerospace: Assisting Boom Supersonic and Boeing in aircraft design

  • Biotech: Partnering with Treeline Biosciences for molecule simulation

  • Semiconductors: Continuing its core work with clients like Apple for chip design

Industry Impact:

At a Santa Clara event, Nvidia CEO Jensen Huang announced Nvidia will purchase 10 M2000 systems for its internal chip and AI data center development.

“This is a big deal for us… We’ll speed it up 50, 60, 100 times,” Huang said.

Cadence’s move to GPU-optimized computing is a major milestone in engineering software, shifting away from older CPU-centric architectures to embrace AI-powered, accelerated computing, ensuring faster innovation cycles in science and hardware design.

Nvidia CEO Predicts Humanoid Robot Revolution Within Five Years

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Nvidia CEO Jensen Huang has predicted that humanoid robots will become widely used in manufacturing within the next few years, much sooner than many expect. Speaking at the company’s annual developer conference in San Jose, California, Huang unveiled new software tools designed to help robots navigate real-world environments more effectively.

In a conversation with journalists after his keynote address, Huang emphasized that the widespread presence of humanoid robots is not a long-term vision but an imminent reality. He suggested that manufacturing will be the first industry to adopt these robots due to its structured environment and well-defined tasks, making automation more feasible.

Factories provide a controlled setting where humanoid robots can be integrated with minimal disruption, Huang explained. He also highlighted the economic advantages, noting that the cost of renting a humanoid robot could be around $100,000, making them a viable alternative to human labor in certain roles.

Nvidia’s advancements in AI and robotics continue to drive innovation in automation, with the company at the forefront of enabling next-generation robotic systems.