Report

Computex 2026: From Agentic Compute to Optical Scale-Everywhere - The New Trillion Dollar AI Infrastructure Playbook

What the Full Report Will Cover

This report provides Counterpoint's comprehensive analysis of COMPUTEX 2026, structured around a five-part macro framework covering the AI infrastructure value chain. It opens with the "Five Waves of AI" model, tracking how market value has migrated from AI compute and hyperscalers, through memory and storage, into legacy CPU/NAND/model companies, silicon photonics and edge silicon, and finally power and cooling — with market cap growth multiples for over 20 companies from January 2021 to June 2026.

The report then covers four core thematic sections:

The Compute Silicon & Rack Race: GPU, ASIC, and CPU convergence, including the rise of AI ASICs and NPUs (Cerebras, Rebellions, Qualcomm, Kneron), the CPU-to-GPU ratio shift toward 1:1 driven by agentic AI, and rack-scale strategies from Intel (Xeon 6+, SambaNova partnership), AMD (Helios platform, Venice/MI450 ramp), and the ARM vs. x86 "Battle Royale."
Memory & Storage: The agentic AI-driven DRAM drought, NVIDIA Vera CPU memory requirements, and the emerging KV Cache-to-HBF (High Bandwidth Flash) transition in NAND.
Edge AI & Physical AI: Qualcomm's edge-to-data-center Dragonfly strategy, Phison's aiDAPTIV memory architecture, NVIDIA's Physical AI bet (Cosmos 3, Jetson Thor, robotics), the RTX Spark-driven agentic AI PC movement, and the "MacBook Neo" competitive response from PC OEMs.
Data Center Infrastructure: Bandwidth, power, and cooling developments including Lightmatter and Ayar Labs joining the NVLink Fusion ecosystem, Astera Labs' Scorpio-X switch, the shift to 800V HVDC architecture, and the transition to two-phase and immersion cooling.
Ecosystem & Alliances: Strategic partnerships including MediaTek-NVIDIA's multi-domain collaboration and Foxconn's expanding AI infrastructure stack (SambaNova/Vista, Bull/Eviden EU sovereign AI, SK Group memory ties).

Author

Neil Shah

Neil is a sought-after frequently-quoted Industry Analyst with a wide spectrum of rich multifunctional experience. He is a knowledgeable, adept, and accomplished strategist. In the last 18 years he has offered expert strategic advice that has been highly regarded across different industries especially in telecom. Prior to Counterpoint, Neil worked at Strategy Analytics as a Senior Analyst (Telecom). Neil also had an opportunity to work with Philips Electronics in multiple roles. He is also an IEEE Certified Wireless Professional with a Master of Science (Telecommunications & Business) from the University of Maryland, College Park, USA.

Brady Wang

Hi, I’m Brady Wang, a seasoned professional with over 20 years of experience in the high-tech industry, spanning semiconductor manufacturing, market intelligence, and strategic advisory roles. Currently, I serve as an analyst at Counterpoint Research, where I specialize in semiconductors with a focus on advanced applications such as automotive, server platforms, and cutting-edge process nodes. My core research centers on AI servers and their key components, including GPUs, custom accelerators, high-bandwidth memory (HBM), CPUs, and advanced packaging technologies. I also track the evolution of AI server architectures, interconnect technologies, and data center deployment trends. By combining deep technical knowledge with market insight, I help clients navigate the fast-changing AI infrastructure landscape and make strategic, data-driven decisions.

Gareth Owen

Gareth has been a technology analyst for over 20 years and has compiled research reports and market share/forecast studies on a range of topics, including wireless technologies, AI & computing, automotive, smartphone hardware, sensors and semiconductors, digital broadcasting and satellite communications.

Parv Sharma

Parv is a Senior Analyst with Counterpoint Technology Market Research based out of Gurgaon, India. He has over 10 years of experience at Counterpoint in market research and strategic consulting across the global technology and telecom sectors. He tracks the global semiconductor ecosystem, with a focus on HPC and data center compute, server CPUs, and AI infrastructure — covering competitive dynamics across Intel, AMD, Arm, Nvidia, and hyperscaler custom silicon. His research also spans the smartphone semiconductor ecosystem — including the Application Processor (AP)/SoC market, foundry, node and manufacturing technology, the RFFE ecosystem and value chain, and smartphone Bill of Materials (BoM) analysis — as well as the Automotive and Connected Car value chain. He leads a team driving data analysis and insights and contributes regularly to media coverage on semiconductors and AI infrastructure.

David Wu

David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.

Jason Park

Jason is a Research Associate at Counterpoint Research, specializing in the semiconductor memory market. He conducts detailed analysis of quarterly shipment and production data, in conjunction with regulatory developments, to deliver timely and actionable insights into market trends. With a strong background in engineering, Jason supports clients in understanding the semiconductor industry from both technical and strategic perspectives. His primary area of focus is the NAND Flash market, and he also contributes to research on the global smartphone market.

Author

Neil Shah

Brady Wang

Gareth Owen

Parv Sharma

David Wu

Jason Park

Computex 2026: From Agentic Compute to Optical Scale-Everywhere - The New Trillion Dollar AI Infrastructure Playbook

What the Full Report Will Cover

The report then covers four core thematic sections:

Category

Author

What the Full Report Will Cover

The report then covers four core thematic sections:

Author