COMPUTEX AI Together Features NVIDIA Vera Rubin NVL72 Servers and AI Manufacturing Growth from Foxconn Quanta Pegatron and Compal
The upcoming COMPUTEX exhibition's central theme is AI Together, emphasizing the move from data center bound artificial intelligence to a terminal and edge environment. Organizers say the expo features the introduction of AI servers and edge computing. Manufacturers like major tech companies will showcase new hardware architectures, robotics and intelligent manufacturing systems in a move to gain a larger market share of the second stage of automation for businesses.
Before the event, NVIDIA chief executive officer Jensen Huang told his audience that integrating AI is no longer about merely enhancing computation power and model size; rather it's about efficiently and practically coupling cloud, terminal, and on premises resources into systems. This means that the focus is no longer solely on competing on sheer processing power, but on creating real system value where practicality leads to profits.
Foxconn, alongside its sub company Ingrasys, presented a crucial part of its hardware, specifically a compute tray for NVIDIA's Vera Rubin NVL72. Along with these, they also revealed advanced capabilities in co packaged optics, robots, intelligent cities, and EV platforms. Foxconn forecasts that its AI server revenues will continue high double digit growth in the current quarter, expecting total AI cabinets to more than double annually. Custom ASICs will double in volume during the same period.
Quanta unveiled complete AI Factory solutions encompassing data centers all the way to edge devices, featuring the Vera Rubin NVL72 hardware. Corporate reports suggest that Quanta anticipates double digit quarter on quarter growth for its AI servers, and its 3 digit percent growth projection in annual AI servers remains on track, with order visibility from major cloud services extending beyond next year.
Other manufacturing powerhouses present new hardware designs to gain business in coming periods. Pegatron exhibits digital twins, robotics, and 5G network systems as an illustration of how on premises AI can optimize factory production, while Compal focuses on liquid cooling systems, data centers, and advanced servers under the theme, The Engine of Intelligence. The two businesses expect the volumes for shipment to speed up in the second half of the year, as cooling and computational requirements grow globally.
