Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2025-05-20 12:09Core Insights - Computex 2025 showcased major advancements in AI technology, with companies like NVIDIA and Intel emphasizing AI inference as a key focus area and highlighting ecosystem integration [1] Group 1: NVIDIA Developments - NVIDIA launched the GB300 NVL72 platform and NVIDIA NVLink Fusion, allowing third-party integration with NVIDIA GPUs, enhancing ecosystem compatibility [2] - NVIDIA's CEO Jensen Huang announced plans to build an AI supercomputer in Taiwan in collaboration with Foxconn and TSMC, aiming to strengthen the AI ecosystem [3] - NVIDIA's GB300 NVL72 AI server, designed for AI inference, will see a 50% performance improvement and is set for mass production in Q3 2025 [5] Group 2: Intel Innovations - Intel introduced the Pro B60 and Pro B50 GPUs, tailored for AI inference and professional workstations, offering a 10%-20% performance boost [6] - Intel's Gaudi 3 AI accelerator is now available for scalable AI inference in existing data center environments, with a launch expected in H2 2025 [6] - Intel also released the AI Assistant Builder on GitHub, a lightweight open software framework for developers to create optimized local AI agents [6] Group 3: Market Context - Huang emphasized the importance of the Chinese market, stating that losing access could result in a 90% loss of global market opportunities for U.S. companies [3] - The potential market in China for AI technology is estimated at $50 billion annually, highlighting the significant opportunity that could be lost [3]