UBS
June 9, 2026
Intelligence Weekly Computex 2026 AI Infrastructure And The Future Of The Compute Stack
Weekly UpdateEquitiesInformation Technology
The report analyzes key takeaways from Computex 2026, highlighting a shift in AI spending from GPUs to a broader system architecture involving CPUs, connectivity, and edge AI.
Key Takeaways
- 1.AI value chain is widening beyond GPUs to include CPUs, connectivity, and edge systems.
- 2.Computex highlights agentic AI requirements for broader infrastructure.
Table of Contents
- Thoughts of the week
- Computex: AI is becoming a full-system buildout story
- Conclusion
- Quotes of the week
- Risk table
- 12 month rating history
- Appendix
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Authors
Ulrike Hoffmann-BurchardiDelwin Kurnia LimasKevin DenneanAchille MonnetNikolaos FostierisXueqiong Huang
Securities
NVDAMRVLINTCARM
Themes
Artificial IntelligenceAI InfrastructureAgentic AI
Regions
GlobalUnited StatesTaiwan