Intel CEO Pat Gelsinger just landed in Taipei on a private jet, coconut water in hand.

All 3 AI chip titans now in Taiwan within a week:

• Jensen Huang (NVIDIA)

• Lisa Su (AMD)

• Pat Gelsinger (Intel)

Computex schedule hitting different:

June 1 AM - Jensen keynote

June 1 PM - Qualcomm CEO

June 2 - Gelsinger

This Computex about to be legendary. When all the chip gods descend on one island, you know something big is brewing.

AI infra narrative heating up. Watch $NVDA $AMD $INTC closely.