Computex Taipei 2025 is going to be about AI across chips, software, servers and everything in between.

From reasoning agents on edge devices to autonomous physical systems, the form and function of AI will vary sharply by company and application. Here are six key themes to watch:

1. Agentic AI: Smarter Devices, More Autonomy

Edge devices like smartphones and PCs are the current testing grounds for Agentic AI and we are expecting to hear a lot from this edge perspective.

Key companies announcing products and solutions around this include Qualcomm, Arm, Intel, AMD, MediaTek, NVIDIA and SoftBank. These systems, capable of autonomous decision-making and planning, mark the next leap in user interaction. NVIDIA’s expanding ecosystem for Agentic AI, earlier detailed in Counterpoint’s coverage, will be a highlight.

Related reading: NVIDIA’s Agentic AI ecosystem report

2. Physical AI: From Thought to Action

Physical AI will emerge as the “next big wave”, transitioning from Agentic AI to powering autonomous systems like robotics, cars and digital twins.

Who to watch: NVIDIA, Foxconn, Altek, Ortery, Xela Robotics, SoftBank and 4D Vision. NVIDIA’s latest updates from GTC 2025, covered in Counterpoint’s insights, highlight advancements in GPU tokens and collaborations.

Related reading: NVIDIA GTC 2025 update

3. AI PCs: The Second Generation Arrives

We will see second-generation Microsoft CoPilot+ PCs as well as AI Chromebooks and fresh innovation from Intel, AMD, Qualcomm, MediaTek and Google.

A potential MediaTek–NVIDIA collaboration on Arm-based chips for AI PCs could extend their existing automotive partnership into the high-performance computing and workstation markets.

Related reading: 25% of Laptop PCs Shipped in 2024 GenAI Capable; Global PC Shipments Up 6.7% YoY in Q1 2025

4. AI Servers: GPU Wars Intensify

NVIDIA’s GB300 and Vera Rubin GPUs will go head-to-head with AMD’s MI325X and its successors. AI servers now make up a third of global shipments, bringing performance and energy efficiency to the forefront of server design. Underpinning it all are cutting-edge foundry developments, especially from TSMC, which is enabling these next-generation workloads.

Related reading: Top AI Trends 2025; AI Server Market Status; Foundry Advanced Node Development

5. Cooling: Solving the Heat Equation

The rise of AI servers, workstations and even gaming handhelds has triggered a demand for cutting-edge cooling innovations. Key themes include immersion cooling, waterless liquid solutions and tighter quality control across suppliers.

Who to watch: Stulz, ZutaCore, Lenovo, Asetek, Vertiv and Zeiss.

6. CPO: Next-Gen Optical Transmission

Co-Packaged Optics (CPO) is delivering bandwidth for the AI era and is set to redefine data transmission inside servers.

With low power draw and massive bandwidth, CPO is emerging as the go-to standard for AI data centers. Watch leading manufacturers like NVIDIA, Intel, Marvell and Broadcom.

Bottom Line

As implied by the slogan “AI Next”, AI at Computex 2025 is not just about speed or scale, but it is also about direction. From Agentic AI driving smarter personal devices to Physical AI reshaping autonomy, the show maps out the next frontier. And as cooling and interconnect technologies catch up with compute, the AI ecosystem is preparing for its next leap.

With 15 attending and participating analysts, Counterpoint Research will have a large contingent on the ground at Computex Taipei (May 20–23). Book a meeting with our analysts to discuss these themes and more.

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