Computex Taipei AI push: Nvidia CEO Jensen Huang kicked off Computex with a big Taiwan bet, saying the company will spend up to $150B a year on AI and chip production on the island, while unveiling RTX Spark for Windows PCs and Vera CPU for agentic AI workloads. PC platform shake-up: Nvidia and Microsoft’s three-year push aims to “reinvent the PC” with local AI agents, with Qualcomm SVP Kedar Kondap welcoming the move as a boost to the Windows-on-Arm ecosystem. Smart city upgrade: Taipei Mayor Chiang Wan-an said the city is working with Nvidia on AI-driven simulations for the Taipei Metro Wenhu Line, using Omniverse for station crowd-flow modeling and planning. Semiconductor manufacturing tech: CEA-Leti reported die-to-wafer hybrid bonding down to 1 μm pitch, targeting higher-density AI chip interconnects. Display supply chain: Samsung Display will showcase a full gaming OLED/QD-OLED lineup at Computex, including a 4K 360Hz QD-OLED monitor, while Himax’s new T2000 color ePaper Tcon is adopted for E Ink’s large-format dynamic signage. Macro backdrop for industry: Taiwan’s manufacturing stayed in the “green” zone in April as AI/HPC demand helped, even as Middle East-driven volatility weighed on some trade indicators. Global market mood: Stocks hit record highs on AI demand, even as Gulf tensions and oil price swings kept investors cautious. Corporate deal: Cyient agreed to acquire US-based TAO Digital for $218M to add AI-native data and digital/product engineering capabilities.