The tech world holds its breath as Nvidia's GTC conference unveils the next chapter in AI innovation. DIGITIMES on-site reporter, Monica Chen, provides a front-row glimpse into what could redefine the entire AI landscape in 2025.
Taiwan's tech giants dominate the AI revolution
In a remarkable show of force, Taiwan's manufacturing elite has descended upon this global AI summit. Foxconn (Hon Hai), Wiwynn, Lite-On Technology, ASUS, and Wistron stand alongside semiconductor powerhouses TSMC and MediaTek, showcasing cutting-edge server technologies that promise to reshape computing as we know it.
Jensen's keynote: The industry-defining moment approaches
All eyes are on Nvidia CEO Jensen Huang's imminent keynote, where he's poised to pull back the curtain on the highly anticipated GB200 updates. More tantalizing still are the expected revelations about the next-generation 4nm GB300 and breakthrough 3nm GPUs, featuring revolutionary performance enhancements powered by TSMC's advanced CWL packaging technology.
Beyond processing: The infrastructure evolution
The innovations extend far beyond processors alone. Revolutionary cooling solutions for the GB300 series servers and Lite-On Technology's groundbreaking power supply advancements – including next-generation battery modules and supercapacitors – signal a comprehensive rethinking of AI infrastructure. Nvidia's new Co-Packaged Optics switch and next-generation rack architecture further suggest a complete transformation of data center capabilities.
Market whispers silenced: AI demand surges forward
Despite circulating rumors of waning AI demand and TSMC scaling back equipment orders, industry titans have responded with unequivocal certainty. TSMC Chairman CC Wei and Jensen Huang have firmly dismissed such speculation, revealing instead that orders are accelerating dramatically. The trajectory appears unmistakable: global AI server production value is projected to surge by 30% or more annually in 2025.
Geopolitical forces reshape manufacturing
In a significant development reflecting the changing global landscape, Pegatron has announced plans for a new US-based manufacturing facility – a direct response to President Trump's influential tariff policies that continue to reconfigure the semiconductor and electronics industry worldwide.
For more coverage check out the video below, remember to turn on YouTube subtitles in English to catch every detail of the video.
Article edited by Jerry Chen
