AI PC Push at Computex: Microsoft and Nvidia are set to unveil the first Windows PCs using Nvidia-designed Arm-based processors, with Surface and Dell models expected; Microsoft also teased “a new era of PC” while confirming there’s no Windows 12 reveal at Build 2026. Nvidia’s Taiwan Bet: Nvidia CEO Jensen Huang says the company will pour about US$150B a year into Taiwan’s AI supply chain, underscoring Taiwan’s role in the AI infrastructure boom. Chip Market Momentum: Taiwan overtakes India to become the world’s fifth-largest stock market on AI and chip rally, with TSMC at the center of the surge. Semiconductor Compliance Scrutiny: Taiwan prosecutors investigate alleged illegal export of Supermicro-made high-end AI servers with Nvidia chips under US controls, adding pressure on AI hardware supply chains. China Nuclear Hardening: Satellite images show China building dozens of nuclear launch pads and bunkers near missile silos in Xinjiang, raising second-strike and deterrence concerns. AUKUS Undersea Drones: The US, UK, and Australia announced faster development of advanced underwater drones under AUKUS to protect undersea infrastructure and boost surveillance/strike. Quad Infrastructure in Fiji: Quad foreign ministers backed port infrastructure cooperation in Fiji, aiming to strengthen Pacific connectivity amid strategic competition. Local Tech & Research: Taiwan Technical Mission supports greenhouse gas inventory validation work in Saint Lucia, helping improve crop emissions data collection.