Computex Taipei 2025 saw many new devices, but some industry experts are noting the several new AI computers that can train and run AI models locally, as part of the trend toward what is known as hybrid or edge AI. But additional investments in Taiwan, such as Nvidia's new "Constellation" office, show that the industry is still willing to rely on Taiwan's chipmaking ecosystem.
00:00At Computex 2025, there's plenty of cool computer cases and demonstrations of how
00:14AI assistants can act as concierge. Assistant director for your live stream can help you
00:19visualize your home remodel or generate multiple versions of reality. But some
00:24devices being shown this year are not just about what AI can do but where AI does it,
00:29moving from distant cloud computers to devices much closer to us, a trend known as hybrid or
00:35edge AI. So I think that when we're seeing the sort of the distribution of AI moving not out of the
00:42cloud but expanding also to the edge and to desktop and laptops and freeing small to medium-sized
00:49businesses, being able to do AI workloads and do training locally, I think that kind of changes
00:55the game a little bit. And AI is a business where size matters. Training or
01:01using AI models used to rely on data centers filled with massive servers like these. But
01:08the industry is changing, bringing that power closer to home with AI computers that can even
01:13fit in your hand. It's not just about convenience. Creating and
01:19using AI models locally and offline can be more secure and faster, leading to quicker breakthroughs
01:25in other fields. This is going to be an exciting time because this is when AI becomes super useful for,
01:32you know, whether it's curing cancer or trying to solve for climate change.
01:40So will you eventually be able to train AI models, say, on your smartphone?
01:45Certainly. Yes, I do. I do think we'll get to that point. Because the models will become more efficient and the computing power will get greater and greater.
01:54Whether it's a smartphone or a data center, all these AI promises hinge on AI chips. And right now, Taiwanese chip giant TSMC manufactures nearly every leading AI chip. And it's racing to keep up with growing demand.
02:08TSMC is still, it's still a situation where demand is much higher than supply. And TSMC is still ramping up all these plants to get to get that back into sync or to meet that demand.
02:20That may be why companies like Nvidia announced even more investment in Taiwan at Computex, such as its new Constellation office in Taipei. The company's need for chips is vast, as it makes deals to provide tens, even hundreds of thousands of AI chips to countries across the world, including Taiwan. And these new investments in the country come despite widespread predictions that the industry could diversify away from the long running leader.
02:46I think there are a lot of themes going on at Computex this year. And one of them is obviously the sort of resurgence of Taiwan, where the chip industry is sort of, you know, not planting its flag, but maybe not replanting it, cementing it. That, yeah, no, Taiwan is still very much at the center of this and matters a lot.
03:09As AI moves into our homes, offices, and pockets, Computex is revealing a future that's smaller, smarter, and still made in Taiwan.
03:19Klein Wang and Chris Gorin for Taiwan Plus.
03:22We've got energetically changed, so they decided to have even more streams of Japan.
