The world’s largest computing conference, Computex, was held in Taipei in the first week of June 2024. Jensen Huang, Nvidia’s CEO and Lisa Su of Advanced Micro Devices (AMD) both participated in the conference.

Both Microsoft and OpenAI rely upon the accelerators of Nvidia to build generative AI services. Nvidia proposes to introduce in 2026 a chip called Rubin, named after Vera Rubin, the American woman who helped discover dark matter. Rubin will succeed Blackwell family.

Nvidia’s clientele is sold a fully proprietary system consisting of chips, networking gear and other paraphernalia to run an advanced AI development in data centers.

AMD’s Lisa Sue introduced Ryzen AI 300 processors, announced new AI chips for 2025 and 2026 and showed off Copilot+ computers.

The presentations were back-to-back. In this competition, there is a personal element too. Both Huang and Su are Taiwanese and are distant relations. However, that does not make them cede ground to each other.

Nvidia considers AI as the new industrial revolution and expects to play a vital role as the technology shifts to PCs. Nvidia exercises dominance in the field. In the short run, it is difficult for the rivals to assault its dominance.

The upcoming Rubin platform will use HBM4, the next iteration of the essential high-bandwidth memory. This comes in the way of accelerator production. Rubin and Rubin Ultra indicates the cadence of innovation. Nvidia relentlessly pursues maximization of technology and strengthening of its market position.

Su too commanded a supporting lineup.