Nvidia's Jensen Huang Lays Out AI Vision at GTC Taipei
Ahead of COMPUTEX, Nvidia CEO Jensen Huang opened GTC Taipei with his company’s vision for the next phase of AI. Huang highlighted growing demand for AI factories, large-scale data centers built to train and run AI models, and introduced Nvidia’s next-generation Vera Rubin AI platform. Nvidia and Microsoft also unveiled the RTX Spark superchip for Windows laptops, marking a major push into the PC market.
REPORTER:
The global AI ecosystem is converging in Taipei this week – both with Nvidia’s GTC and Computex. To kick things off, tech leaders today packed the venue to hear Nvidia CEO Jensen Huang’s highly-anticipated keynote – laying out the company’s vision for the next phase of AI. This is as NVIDIA continues to DEEPEN its presence in TAIWAN– showing just how much the American company depends on Taiwanese firms to build its product.
REPORTER:
One of the biggest themes this year was what Huang calls AI FACTORIES. These are MASSIVE data centers built specifically to train and run AI models. Huang says demand for those systems is growing rapidly as companies race to deploy AI services. Huang used that message to introduce the next generation of Nvidia technology.
Jensen Huang (CEO, NVIDIA):
Vera Rubin is in full production. It. The. The supply chain we created for Vera Rubin is twice as large as Grace Blackwell, not. Yeah. It's incredible. And and what used to take two hours to stumble one grace black wall rack now only takes five minutes. So not only is the capacity higher, the throughput is a lot faster. And we at all to support the demand.
REPORTER:
The Vera Rubin AI platform succeeds the Blackwell. Huang says Rubin is designed to improve ENERGY EFFICIENCY --one of the industry's biggest challenges as AI workloads expand.
REPORTER:
Later, perhaps the most anticipated announcement was Nvidia's move into the PC market. The company, together with Microsoft, unveiled the RTX Spark superchip designed for Windows laptops.
Jensen Huang (CEO, NVIDIA):
RTX spark is a reinvention of laptop, but in fact Microsoft. Nvidia is reinventing all of PC.
REPORTER:
This allow Nvidia to move beyond supplying GPUs (or graphics processors) and into the CPU (or central processor) market as well. This is a MASSIVE move to challenge Intel, AMD, and Qualcomm in laptops – ushering in a new era of AI PCs. Taiwan’s benchmark index, the Taiex, hit a record high on Monday, driven by gains in AI-related stocks as confidence in AI spending remains strong.
REPORTER:
Looking ahead, attention now shifts from the keynote to potential business deals throughout the week. I’ll be closely monitoring Nvidia's relationships with major suppliers including TSMC and SK Hynix, as well as deeper cooperation with infrastructure companies such as Marvell Technology. Those announcements may provide the clearest signal yet about where the AI industry is heading next.
