Jun 8, 2026 · 43 min · 10 segments
Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware…
Ben BajarinHost
Jay GoldbergHost
... wanted to talk a lot about Computex this, uh, this time, uh, given that a lot kinda happened, uh, obviously with last Sunday with NVIDIA's keynote or Sunday our time, US time, Monday morning your time.
Um, and then there was a whole host of other kinda keynotes that, that went down.
Um, but you'd go there and you'd essentially see like kinda the, the, the, the next kinda cycle of design for like notebooks and, uh, and desktops.
In fact, I remember very specifically, for everybody who remembers these days, you know, as we were essentially trying to miniaturize desktops into smaller form factors and you had days, you know, in the, in the, in the late '90s, early 2000s, you, if you remember, uh, the Toshiba Libretto, which was a Windows 95 product that was basically the size of a, little larger than an iPhone today.
Like, we still have one of these in our little tech museum, right? And I re- and I remember the conversations around, it was like, "Look how small we can make these boards.
We can make a whole computer and it's this big." And they're like, "This is incredible," right? Innovation.
So it was really again like the, the ecosystem showcasing what you could fut- like where we were going in n- in notebooks, right, and, and desktops to some degree.
A- and now you go, and what I did not see, Jay, was people showing pictures of all the things or the talk around notebook chips and display designs.
You know, racks and racks of servers getting big, getting hotter, having liquid cooling, direct to chip liquid cooling, sizes of substrate for, you know, PCB for boards inside your racks.
Like, they're showing off like that, that, a- and I say that just to say it's a sign of the times, right? The last cycle where this show was huge was PCs were flying, you know, we're, we were innovating annually on PCs, and now it's servers, right? And so still showcase of the ecosystem, just different times in what they're investing in, right? It's getting bigger, not smaller.
I mean, I used to come to Computex, Computex if I was close by on an Asia trip for something else, and I was like, "Oh, it's, it's Computex.
I might as well spend a day or two in Taiwan." Uh, so I'd go every like five years or so, and now I think it's become the, the show to go to for data center hardware.
Like, what, you know, what's the comparable-- what's the show for, for this industry? And it's not entirely clear.
It's not like we have a, a mobile, a, a AI World Congress anywhere, although that show does exist.
... wanted to talk a lot about Computex this, uh, this time, uh, given that a lot kinda happened, uh, obviously with last Sunday with NVIDIA's keynote or Sunday our time, US time, Monday morning your time.
Um, and then there was a whole host of other kinda keynotes that, that went down.
Um, but you'd go there and you'd essentially see like kinda the, the, the, the next kinda cycle of design for like notebooks and, uh, and desktops.
In fact, I remember very specifically, for everybody who remembers these days, you know, as we were essentially trying to miniaturize desktops into smaller form factors and you had days, you know, in the, in the, in the late '90s, early 2000s, you, if you remember, uh, the Toshiba Libretto, which was a Windows 95 product that was basically the size of a, little larger than an iPhone today.
Like, we still have one of these in our little tech museum, right? And I re- and I remember the conversations around, it was like, "Look how small we can make these boards.
We can make a whole computer and it's this big." And they're like, "This is incredible," right? Innovation.
So it was really again like the, the ecosystem showcasing what you could fut- like where we were going in n- in notebooks, right, and, and desktops to some degree.
A- and now you go, and what I did not see, Jay, was people showing pictures of all the things or the talk around notebook chips and display designs.
You know, racks and racks of servers getting big, getting hotter, having liquid cooling, direct to chip liquid cooling, sizes of substrate for, you know, PCB for boards inside your racks.
Like, they're showing off like that, that, a- and I say that just to say it's a sign of the times, right? The last cycle where this show was huge was PCs were flying, you know, we're, we were innovating annually on PCs, and now it's servers, right? And so still showcase of the ecosystem, just different times in what they're investing in, right? It's getting bigger, not smaller.
I mean, I used to come to Computex, Computex if I was close by on an Asia trip for something else, and I was like, "Oh, it's, it's Computex.
I might as well spend a day or two in Taiwan." Uh, so I'd go every like five years or so, and now I think it's become the, the show to go to for data center hardware.
Like, what, you know, what's the comparable-- what's the show for, for this industry? And it's not entirely clear.
It's not like we have a, a mobile, a, a AI World Congress anywhere, although that show does exist.
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