The age of Artificial Intelligence (AI) at the edge is here, companies cannot wait to showcase their solutions and AI PC products at Computex 2024, which will be hosted from June 4-7. Paradoxically, industry experts at the AI PC Industry Exploration Forum on May 16 predicted the phrase "AI PC" or "AI smartphones" will be obsolete in a few years.

The internet giants are building comprehensive ecosystems, in which Generative AI (GenAI) plays a pivotal role. "From cloud to the edge" will be an inevitable trend.

Vietnam's VNG has teamed up with Nvidia, tapping into 1,000 Nvidia GPUs housed in its Thai data center to provide AI and software hosting services.

Amidst the rapid surge in demand for AI servers driven by the AI boom, edge computing has emerged as the new focal point in the market landscape.

According to Industrial PC (IPC) maker Aaeon, edge computing will be the main battleground in the IPC industry as AI adoption grows. However, product design must go hand in hand with software development to ensure a steady foothold in this new ecosystem.

Etron Technology, along with its multiple subsidiaries, held a press conference before COMPUTEX 2024.

Robust AI server demand in China boosted the sales performance of Inspur Electronic Information Industry Systems (IEIT) and Foxconn Industrial Internet (FII) in the first quarter of 2024.

Following reports of Apple's withdrawal from the development of self-driving electric vehicles, Samsung Electronics is reportedly discontinuing its preliminary research on software algorithms for autonomous vehicles. The company will shift its focus to research and development in robotics due to uncertain commercialization prospects for self-driving technology.

To maintain its leading position in Artificial Intelligence (AI), Nvidia has mastered its CUDA software, constantly emphasized its affiliation with Taiwan and TSMC, and has even secured strong connections with the server supply chain in practice.

Tencent Cloud, the cloud business of global technology company Tencent, has recently announced the signing of a Memorandum of Understanding (MoU) with PT. Bank Rakyat Indonesia (Persero) Tbk. (BRI) and Hi Cloud Indonesia, a cloud service provider (CSP). The collaboration aims to drive innovation in BRI's banking services by leveraging technology, with a specific goal to enhance customer service and transaction experiences.

Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax, as well as three key factors in the company's upcoming strategy. AI servers will generate more than half of server-related revenue, AI notebooks, and PCs are still in their early stages, and opportunities still lie in autonomous driving.

As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's latest GB200-equipped servers the clear favorite due to its vast improvements over currently available products in terms of inference performance, training performance, and energy efficiency.

From Nvidia and Microsft to Taiwan's TSMC, Quanta, Wistron, and Foxconn, companies are constantly exploring the future of their businesses with the theme of Artificial Intelligence (AI).

In the past six months, Southeast Asia has become a focal point for CEOs of prominent tech companies such as Nvidia, Apple, and Microsoft, attracting a growing number of enterprises to explore its digital market.

As AI adoption rises, the demand for computing power and enhanced performance also grows.

Google announced the launch of the sixth generation TPU called Trillium, boasting 4.7 times the computing power of TPU v5e and a doubling of High Bandwidth Memory (HBM) performance, all while reducing energy consumption. Cloud customers can access it later in 2024, with an emphasis on utilizing liquid cooling technology.

Foxconn held its earnings call for the first quarter of 2024 on May 14, during which the focus remained on AI servers and the EV market. By building upon its solid technological expertise, Foxconn hopes that innovative business models can generate more momentum across its various business groups.

Leading electronics ODM Inventec held its first quarter earnings call on May 14.

Rapid advancements in Large Language Models (LLMs) go hand in hand with ongoing upgrades in computing hardware.

Asus has reported better-than-expected results for the first quarter of 2024, as its PC and motherboard businesses see sustained shipments, and AI servers begin contributing significantly to revenue.

Rumors of OpenAI introducing a product to rival Google Search did not materialize during the latest event hosted by OpenAI.

Microsoft Corp. plans to spend €4 billion ($4.3 billion) building cloud and AI infrastructure in France, announcing its latest major outlay on artificial intelligence technology.

AI continues to redefine how businesses operate and how consumers engage with the world around them.

In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for one day. These were the only two times that the CEOs of Microsoft visited Taiwan.

The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole supplier of AI chips for Nvidia and other vendors, is also bolstering its supply chain partners with recent capacity expansions.