--- title: "UBS interprets the Taipei Computer Show: AI intelligent bodies ignite demand for computing power, NVIDIA's GPU advantages continue to crush AMD" type: "News" locale: "en" url: "https://longbridge.com/en/news/289123361.md" description: "UBS analysts pointed out that the Taipei Computer Show confirms the continued rise in demand for AI computing power, with NVIDIA's GPU shipments significantly outpacing AMD. It is expected that NVIDIA's Blackwell platform will dominate the market in 2026, while AMD's deployment will be delayed. Meanwhile, Arm is optimistic about the prospects for AGI chips due to winning clients like ByteDance, believing that its revenue targets are conservative" datetime: "2026-06-09T02:09:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289123361.md) - [en](https://longbridge.com/en/news/289123361.md) - [zh-HK](https://longbridge.com/zh-HK/news/289123361.md) --- # UBS interprets the Taipei Computer Show: AI intelligent bodies ignite demand for computing power, NVIDIA's GPU advantages continue to crush AMD According to the Zhitong Finance APP, UBS analysts stated that last week's Taipei International Computer Show (Computex) in Taiwan further confirmed the view that the demand for computing power related to artificial intelligence (AI) continues to heat up, with the rise of AI agents being one of the core drivers. The exhibition also highlighted that NVIDIA (NVDA.US) GPU shipments continue to significantly outpace its main competitor AMD (AMD.US). The UBS analyst team, led by Timothy Arcuri, pointed out in an investor report released on Monday: "Regarding the latest product advancement pace of NVIDIA and AMD, based on our latest research (consistent with our model), we believe that NVIDIA's Blackwell platform will dominate shipments in 2026, while Rubin Ultra will gradually join in the fourth quarter of 2026. As for AMD's Helios platform, we still expect its motherboard to ship in the fourth quarter of 2026, but due to the need for additional time for dual-wide rack optimization, validation, and data center integration, full rack deployment is likely to be delayed until the end of 2026." Chip design company Arm (ARM.US) also provided a more optimistic outlook for its CPU business, as it has won more large clients. Arcuri mentioned: "Arm confirmed that its AGI chips are currently in mass production at TSMC (TSM.US), with products covering rack configurations of 36 kilowatts (8,160 cores) and 200 kilowatts (45,696 cores). Importantly, ByteDance and Oracle (ORCL.US) have been disclosed as new AGI clients, and Arm stated that its previously set fiscal year 2031 AGI revenue target of $15 billion is actually conservative. We see the hyperscale customer base expanding, which is encouraging, as we previously pointed out that relying solely on Meta (META.US)/OpenAI may struggle to reach the $15 billion scale in demand, due to their historical reliance on other suppliers (such as AMD, NVIDIA, Intel (INTC.US), and cloud service providers' self-developed CPUs) for cloud computing power." In addition, Marvell Technology (MRVL.US) has become a market focus. Previously, NVIDIA CEO Jensen Huang stated that Marvell is expected to grow into the next trillion-dollar company, directly driving a significant increase in its stock price. Arcuri analyzed: "NVIDIA emphasized its reliance on Marvell in interconnect, silicon photonics, and optical devices, including collaboration in NVLink Fusion. According to our research, this area may impact the future deployment of AWS Trainium. Marvell also reiterated that the 'copper transmission bottleneck' is actually migrating to 400G rates within the rack, further confirming the transition to higher data rate co-packaged optics (CPO) technology in the future." He added: "Although we believe that the market reaction is somewhat excessive considering the limited new information disclosed, we still hold a constructive view on Marvell's layout in the AI network and XPU fields." ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [ARM.US](https://longbridge.com/en/quote/ARM.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [ARMU.US](https://longbridge.com/en/quote/ARMU.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [ARMG.US](https://longbridge.com/en/quote/ARMG.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [ARMW.US](https://longbridge.com/en/quote/ARMW.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [UBS.US](https://longbridge.com/en/quote/UBS.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) - [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md) ## Related News & Research - [ANALYSIS-Nvidia's AI PC push banks on unproven demand beyond niche users](https://longbridge.com/en/news/289042406.md) - [Apple's Biggest AI Bet Yet Runs On NVIDIA, Not Its Own Chips](https://longbridge.com/en/news/289178134.md) - [South Korea's Naver to build gigawatt-scale AI factories using Nvidia technology](https://longbridge.com/en/news/288973405.md) - [Why did Micron stock bounce back today?](https://longbridge.com/en/news/289078520.md) - [Broadcom's Selloff Didn't Break The AI Trade, Says Dan Niles: 'Semiconductor Bulls Should Be Thrilled'](https://longbridge.com/en/news/288819370.md)