CPU to be Computex 2026 Highlights 🚀

•Nvidia Vera CPU focus: June 1 keynote to spotlight Agentic AI CPU with up to 1.5x faster, 2x perf & 4x density vs x86.

•Rubin Pod layout: Early 1:1 GPU:CPU ratio (2 Vera racks + 16 Rubin racks). Potential to reach 1:4 with agentic workloads.

•Intel Wildcat Lake: Entry-level 18A CPU (2P + 4LP-E cores, 15W) targeting MacBook Neo competitiveness. Nova Lake (52-core) ES started.

•Server CPU TAM: Explosive 49% CAGR to $211bn by 2030E, driven by Agentic AI shifting power ratios toward higher CPU density.

•Stock implications: INTC, AMD, Arm, Kinsus (3189 TT), IBIDEN (4062 JP), Unimicron (3037 TT), FIT (06088 HK)

#Computex2026 #AI