Nvidia CEO Jensen Huang Unveils New AI Technologies at Computex 2025

How to Watch Nvidia CEO Jensen Huang's Computex 2025 Keynote

Computex, one of the biggest events in the PC industry, returns to Taipei this week, and Nvidia is one of the major headliners. The GPU company is helping kick off the show with a keynote from CEO Jensen Huang, who's expected to highlight the company's expansion into generative AI. But could surprise announcements be in store, including an Nvidia push into PCs? Given that the show takes place in Taiwan, Huang's presentation is happening at an inconvenient time for US viewers. The event is scheduled for Sunday night, May 18, at 8 p.m. PT / 11 p.m. ET, but you can livestream it from Nvidia's website or YouTube channel (embedded above). Two recent rumors have us curious to see what Huang has to say. The first is that Nvidia might announce Arm-based chips designed to power Windows PCs, including laptops and desktops. If true, Nvidia would join Qualcomm in competing against Intel and AMD. The rumor isn't that far-fetched. Nvidia has already developed a mini PC, the DGX Spark, and an even larger desktop unit, the DGX Station. But both Linux-based products are focused on AI workloads rather than consumer computing. A second rumor says Nvidia will announce new global headquarters in Taipei. It's unclear how that would work with the company's existing HQ in Santa Clara, California. But it would be convenient since local chip manufacturer TSMC produces all the enterprise GPUs Nvidia needs to sustain its AI business. On top of all this, Huang might discuss PC graphics cards. On May 19, the company is launching its most affordable GeForce RTX 5000 model yet, the $299 RTX 5060.

Everything Nvidia Revealed at Its Computex 2025 Keynote in 20 Minutes

In Taipei, CEO Jensen Huang pitched his vision for an electronics industry that will come together to build 'AI factories' using Nvidia technology. He also threw PC gamers a bone. Nvidia CEO Jensen Huang's Computex keynote focused on the company's future, but graphics cards took a backseat as he devoted much of his 90-minute+ talk to Nvidia's burgeoning business of selling chips to power generative AI. No, we didn't get Nvidia's rumored push into Arm-based PC chips. Instead, Huang's keynote was essentially a continuation of his speech at Nvidia's GTC in March, where he unveiled the company's four-year roadmap to build GPUs for AI data centers. "We realize now that we're an AI infrastructure company. An infrastructure company [that's] essential all around the world," Huang told the audience in Taipei, Taiwan. OpenAI, xAI, and Facebook's parent Meta have purchased hundreds of thousands of Nvidia GPUs to build data centers capable of training and running next-generation AI programs. Huang describes them as "AI factories," since they require huge amounts of electricity to generate direct revenue for clients, including powering next-generation robots. As a result, Huang's keynote focused heavily on enterprise-grade computing and AI software developers. This included showing off a GB300 server unit, which features Nvidia's upcoming Grace Blackwell Ultra architecture and promises to offer a 50% performance increase over the existing Blackwell-powered GB200 unit. GB300 is slated to launch in Q3. Despite the focus on AI, Huang didn't entirely forget PC gamers. For a short moment early on in his keynote, he briefly displayed a GeForce RTX 5060 graphics card, which launches today starting at $299. On the other hand, he showed off a laptop built with the mobile-focused RTX 5060, which also arrives today. Still, even Huang couldn't help but poke fun at the company's pivot away from GeForce graphics cards to AI. "GeForce brought us here. And now all of our keynotes are 90% not GeForce," he said. "But it's not because we don't love GeForce." Unfortunately, Nvidia didn't provide the press with software drivers for the RTX 5060 graphics card, so you'll have to wait for our review. Check out a rundown of everything Huang had to say in the video above and follow PCMag for all the latest from Computex.

Nvidia CEO Unveils New Tech to Keep Global AI Expansion Going

Nvidia Corp. unveiled the latest raft of technologies aimed at sustaining the boom in demand for AI computing -- and ensuring that its products stay at the center of the action. Chief Executive Officer Jensen Huang on Monday kicked off Computex in Taiwan, Asia's biggest electronics forum, touting new products and cementing ties with a region vital to the tech supply chain. His company's shares are riding a fresh rally following a dealmaking trip to the Middle East as part of a trade delegation led by President Donald Trump.

Nvidia CEO Unveils New Tech at Taiwan's Computex

Nvidia CEO Jensen Huang unveiled the latest raft of technologies aimed at sustaining the boom in demand for AI computing -- and ensuring that its products stay at the center of the action. One of the announcements at Taiwan's Computex was the next-generation GB300 system for artificial intelligence workloads, which Jensen said are coming in the third quarter of this year. To date, Nvidia has only offered such systems built with its own components. This opening-up of its designs -- which include crucial connectivity components that ensure a high-speed link between processors and accelerators -- gives Nvidia's data center customers more flexibility and allows a measure of competition while still keeping Nvidia technology at the center. (Source: Bloomberg)

Taiwan's Computex to showcase AI advances, Nvidia's Huang to take centre stage

TAIPEI, May 15 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is expected to fall, once again, on Nvidia (NVDA.O), opens new tab CEO Jensen Huang and the latest in artificial intelligence, but also on the potential destablising impact of higher U.S. tariffs. Huang, who last year sparked "Jensanity" from avid fans at the fair, Qualcomm (QCOM.O), opens new tab CEO Cristiano Amon and Foxconn (2317.TW), opens new tab Chairman Young Liu will be among top executives attending. Computex, which runs May 20-23 and is expected to have 1,400 exhibitors, marks the first major gathering of computer and chip bosses in Asia since U.S. President Donald Trump threatened sweeping reciprocal tariffs in April, pushing companies to produce more in the United States. "If last year's headline was AI PCs, this year it's probably going to be about collaboration, driven by the macroeconomics," said Ian Cutress, chief analyst at consulting firm More Than Moore. Huang, who is scheduled to deliver a keynote speech on Monday, is expected to announce more Nvidia partnerships with AI server firms in Taiwan, such as Foxconn and Quanta (2382.TW), opens new tab. "Obviously, Nvidia relies a lot on the Taiwanese ecosystem to deliver," Cutress said. "There may be some sort of nod to the political tariff situation." Nvidia said in April it would produce AI servers worth $500 billion in the U.S. over four years, working with companies like TSMC (2330.TW), opens new tab, Foxconn and Wistron (3231.TW), opens new tab. Nvidia and AMD (AMD.O), opens new tab also have to contend with tighter export controls on sales of advanced AI graphics processing units to China. Qualcomm said it will provide updates on its AI PC developments while MediaTek (2454.TW), opens new tab plans to outline its vision for edge AI, which involves running AI software on devices near the data source, as well as cloud AI. AMD (AMD.O), opens new tab will discuss its advancements in gaming and AI-powered personal computers. Intel's (INTC.O), opens new tab new CEO Lip-Bu Tan does not plan to speak publicly at Computex this year but will host a private dinner with Taiwanese partners. Taiwan's Advantech (2395.TW), opens new tab, the world's largest maker of industrial computers, will return after a decade-long absence with plans to showcase its AI systems. Its chairman, K.C. Liu, said this month that Huang had done much to help the show evolve from being focused on consumer goods such as laptops to one that highlights technological advances and brings much-needed publicity to products for businesses. "Taiwan has also changed," Liu said. "The entire industry has shifted toward AI, so it's no longer enough to focus solely on B2C products." Reporting by Wen-Yee Lee; Additional reporting by Ben Blanchard; Editing by Brenda Goh and Edwina Gibbs Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence

Nvidia's Huang set to showcase latest AI tech at Taiwan's Computex

TAIPEI, May 19 (Reuters) - Nvidia (NVDA.O), opens new tab chief executive Jensen Huang is set to open the Computex trade show in Taiwan on Monday, where he is expected to discuss the company's advancements in artificial intelligence server systems, cloud computing products and robotics. Huang's 90-minute presentation will start at 11:00 a.m. (0300 GMT) at the Taipei Music Hall. Once primarily focused on the PC industry, the Santa Clara, California-based company has used its presence at Computex to launch new graphics cards for video games. Earlier this year, Nvidia unveiled a new line of graphics chips at the CES show in Las Vegas. But Nvidia has grown beyond its roots as a video game graphics chip maker into the dominant producer of chips that have powered the AI frenzy that has gripped the tech industry since ChatGPT's launch in 2022. Nvidia has been designing central processing units (CPUs) that would run Microsoft's (MSFT.O), opens new tab Windows operating system and use technology from Arm Holdings (O9Ty.F), opens new tab, Reuters has previously reported. At Computex last year, Huang sparked "Jensanity" in Taiwan, as the public and media breathlessly followed the CEO, who was mobbed by attendees at the trade show. During the company's annual developer conference in March, Huang outlined how Nvidia would position itself to address the shift in computing needs from building large AI models to running applications based on them. In a more than two-hour speech, Huang unveiled several new generations of AI chips, including the Blackwell Ultra, which will be available later this year. The company's Rubin chips will be followed by Feynman processors, which are set to arrive in 2028. Nvidia also launched a desktop version of its AI chips, called DGX Spark, targeting AI researchers. Computex, which will run from May 20 to 23, is expected to have 1,400 exhibitors. It will be the first major gathering of computer and chip executives in Asia since U.S. President Donald Trump threatened to impose sweeping tariffs to push companies to increase production in the U.S. Reporting by Max A. Cherney in Taipei; Editing by Jacqueline Wong Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence Max A. Cherney Thomson Reuters Max A. Cherney is a correspondent for Reuters based in San Francisco, where he reports on the semiconductor industry and artificial intelligence. He joined Reuters in 2023 and has previously worked for Barron's magazine and its sister publication, MarketWatch. Cherney graduated from Trent University with a degree in history.

Computex 2025: How to watch NVIDIA CEO Jensen Huang deliver the opening keynote

Computex 2025 is approaching, and it's sure to bring a ton of announcements about the latest chips, laptops, gaming devices and more from leading brands. The event in Taipei will kick off on Monday, May 19 with a keynote at the Taipei Music Center from NVIDIA CEO Jensen Huang. There will be a livestream for anyone not attending in person, so you can watch along right here (see NVIDIA YouTube stream embedded below). Huang's keynote is scheduled for 11PM ET/ 8PM PT on May 18 (11AM on May 19 in Taiwan Time), and we can expect to hear all about the company's developments in the AI space. It'll be followed that same day by a keynote from Qualcomm CEO Cristiano Amon. Computex this year will, perhaps unsurprisingly, focus heavily on AI, with the overall theme being "AI Next." It'll also highlight products in three categories: AI & Robotics, Next-Gen Tech and Future Mobility. Huang's appearance in Taipei comes on the heels of participating in President Trump's tour of Middle East nations, during which NVIDIA inked deals with Saudi and UAE-linked tech firms to sell its AI chips. An estimated 1,400 exhibitors will be in attendance at Computex, including ASUS, Acer and AMD, all of which have previously made big announcements at the annual expo. Computex 2025 will run from May 20 to May 23. Update, May 15, 1:50PM ET: Added YouTube embed, and details on Jensen Huang's recent travels.

Computex 2025: Watch NVIDIA CEO Jensen Huang deliver the opening keynote today

Computex 2025 is about to kick off, and the cavalcade of announcements about the latest chips, laptops, gaming devices and more from leading brands has already begun. The event in Taiwan will kick off Sunday night (US time) with a keynote at the Taipei Music Center from NVIDIA CEO Jensen Huang. There will be a livestream for anyone not attending in person, so you can watch along right here (see NVIDIA YouTube stream embedded below). Huang's keynote is scheduled for 11PM ET/ 8PM PT on May 18 (11AM on May 19 in Taiwan Time), and we can expect to hear all about the company's developments in the AI space. It'll be followed that same day by a keynote from Qualcomm CEO Cristiano Amon. Computex this year will, perhaps unsurprisingly, focus heavily on AI, with the overall theme being "AI Next." It'll also highlight products in three categories: AI & Robotics, Next-Gen Tech and Future Mobility. For Huang, the Computex keynote is a return home: He was born in Taiwan before eventually emigrating to the US, where he was instrumental in co-founding NVIDIA and guiding it to its current domination in the AI space. His appearance also caps off a busy week that saw him balancing the increasingly challenging diplomatic side of the AI landscape. After participating in President Trump's tour of Middle East nations -- during which NVIDIA inked deals with Saudi and UAE-linked tech firms to sell its AI chips -- NVIDIA downplayed its reported expansion plans in China. An estimated 1,400 exhibitors will be in attendance at Computex, including ASUS, Acer and AMD, all of which have previously made big announcements at the annual expo. In fact, as of Friday (May 16), Acer has already gotten a jump on the others by making some announcements for the show, including the new Swift Edge AI laptop and five gaming monitors. Our senior reviewer Sam Rutherford has also managed to get his hands on the new Acer Predator Triton 14 AI, and he liked it so much he called it his new "most anticipated gaming laptop of the year." Computex 2025 will run from May 20 to May 23, and we expect even more PC news in the next few days. Update, May 18, 6:22PM ET: Added additional background info on Jensen Huang and NVIDIA China news. Update, May 15, 1:50PM ET: Added YouTube embed, and details on Jensen Huang's recent travels. Update, May 16, 4:45PM ET: Added details on Acer's Computex announcements, which were unveiled today.

Nvidia announces new tech to keep it at the center of AI development

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks during the Computex conference in Taipei, Taiwan, on Monday, May 19, 2025. Nvidia CEO Jensen Huang made a slew of announcements and revealed new products on Monday that are aimed at keeping the company at the center of artificial intelligence development and computing. One of the most notable announcements was its new "NVLink Fusion" program, which will allow customers and partners to use non-Nvidia central processing units and graphics processing units together with Nvidia's products and its NVLink. Until now, NVLink was closed to chips made by Nvidia. NVLink is a technology developed by Nvidia to connect and exchange data between its GPUs and CPUs. "NV link fusion is so that you can build semi-custom AI infrastructure, not just semi-custom chips," Huang said at the Computex 2025 in Taiwan, Asia's biggest electronics conference. According to Huang, NVLink Fusion allows for AI infrastructures to combine Nvidia processors with different CPUs and application-specific integrated circuits (ASICs). "In any case, you have the benefit of using the NV link infrastructure and the NV link ecosystem." Nvidia announced Monday that AI chipmaking partners for NVLink Fusion already include MediaTek, Marvell, Alchip, Astera Labs, Synopsys and Cadence. Under NVLink Fusion, Nvidia customers like Fujitsu and Qualcomm Technologies will also be able to connect their own third-party CPUs with Nvidia's GPUs in AI data centers, it added. According to Ray Wang, a Washington-based semiconductor and technology analyst, the NVLink represents Nvidia's plans to capture a share of data centers based on ASICs, which have traditionally been seen as Nvidia competitors.

NVIDIA CEO Envisions AI Infrastructure Industry Worth 'Trillions of Dollars'

In his COMPUTEX keynote, Huang unveiled a sweeping vision for an AI-powered future, showcasing new platforms and partnerships. Electricity. The Internet. Now it's time for another major technology, AI, to sweep the globe. NVIDIA founder and CEO Jensen Huang took the stage at a packed Taipei Music Center Monday to kick off COMPUTEX 2025, captivating the audience of more than 4,000 with a vision for a technology revolution that will sweep every country, every industry and every company. "AI is now infrastructure, and this infrastructure, just like the internet, just like electricity, needs factories," Huang said. "These factories are essentially what we build today." "They're not data centers of the past," Huang added. "These AI data centers, if you will, are improperly described. They are, in fact, AI factories. You apply energy to it, and it produces something incredibly valuable, and these things are called tokens." NVIDIA CUDA-X Everywhere: After showing a towering wall of partner logos, Huang described how companies are using NVIDIA's CUDA-X platform for a dizzying array of applications, how NVIDIA and its partners are building 6G using AI, and revealed NVIDIA's latest work to accelerate quantum supercomputing. "The larger the install base, the more developers want to create libraries, the more libraries, the more amazing things are done," Huang said, describing CUDA-X's growing popularity and power. "Better applications, more benefits to users." More's coming, Huang said, describing the growing power of AI to reason and perceive. That leads us to agentic AI -- AI able to understand, think and act. Beyond that is physical AI -- AI that understands the world. The phase after that, he said, is general robotics. All of this has created demand for much more computing power. To meet those needs, Huang detailed the latest NVIDIA innovations from Grace Blackwell NVL72 systems to advanced networking technology, and detailed huge new AI installations from CoreWeave, Oracle, Microsoft, xAI and others across the globe. "These are gigantic factory investments, and the reason why people build factories is because you know, you know the answer," Huang said with a grin. "The more you buy, the more you make." Building AI for Taiwan: It all starts in Taiwan, Huang said, highlighting the key role Taiwan plays in the global technology ecosystem. But Taiwan isn't just building AI for the world; NVIDIA is helping build AI for Taiwan. Huang announced that NVIDIA and Foxconn Hon Hai Technology Group are deepening their longstanding partnership and are working with the Taiwan government to build an AI factory supercomputer that will deliver state-of-the-art NVIDIA Blackwell infrastructure to researchers, startups and industries - including TSMC. "Having a world-class AI infrastructure here in Taiwan is really important," Huang said. NVIDIA NVLink Fusion: And moving to help its partners scale up their systems however they choose, Huang announced NVLink Fusion, a new architecture that enables hyperscalers to create semi-custom compute solutions with NVIDIA's NVLink interconnect. This technology aims to break down traditional data center bottlenecks, enabling a new level of AI scale and more flexible, optimized system designs tailored to specific AI workloads. "This incredible body of work now becomes flexible and open for anybody to integrate into," Huang said. Blackwell Everywhere: And the engine now powering this entire AI ecosystem is NVIDIA Blackwell, with Huang showing a slide explaining how NVIDIA offers "one architecture," from cloud AI to enterprise AI, from personal AI to edge AI. Physical AI: Agents are "essentially digital robots," Huang said, able to "perceive, understand and plan." To speed up the development of physical robots, the industry needs to train robots in a simulated environment. Huang said that NVIDIA partnered with DeepMind and Disney to build Newton, the world's most advanced physics training engine for robotics. NVIDIA Constellation: Lastly, building anticipation, Huang introduced a dramatic video showing NVIDIA's Santa Clara office launching into space and landing in Taiwan. The big reveal: NVIDIA Constellation, a brand new Taiwan office for NVIDIA's growing Taiwan workforce. In closing, Huang emphasized that the work Taiwanese companies are doing has changed the world. He thanked NVIDIA's ecosystem partners and described the industry's opportunity as "extraordinary" and "once in a lifetime." "We are in fact creating a whole new industry to support AI factories, AI agents, and robotics, with one architecture," Huang said.

Nvidia Computex 2025 keynote live -- will Team Green announce its own CPU? Plus RTX 5060 and more

Computex 2025 is here, and we're covering every announcement as it happens live -- starting with the Nvidia keynote. Jensen Huang is set to take the stage on May 18 at 11pm ET / 8pm PT (May 19 at 11AM in Taiwan time). As part of the company's own event happening alongside Computex, Nvidia is promising announcements that will "dive deeper into the breakthroughs shaping the future of AI." That's all very vague, but it could mean a brand new CPU from the company (a first time ever for the company), more news on RTX 50-series and more. But of course, this isn't just an Nvidia live blog -- this is Computex as a whole! Keep it locked on here for all the latest news as it breaks, as well as updates on all the new cool tech we go hands-on with. To keep you posted on the schedule, Nvidia is talking first, followed by Qualcomm later today, then AMD's keynote (we're expecting 9060 XT news) will happen later this week. Keep it locked on Tom's Guide.

How to watch Nvidia's Computex 2025 keynote

Get ready, folks: Nvidia's ever-charismatic CEO Jensen Huang is soon to return to the stage (and screen, if you're not lucky enough to be in Taiwan this week), no doubt preparing to don his trademark leather jacket to deliver Team Green's Computex keynote address. What can we expect? Well, AI is likely to be at the forefront of this year's presentation - just like last year - with a high probability that the focus will be on the professional use cases of AI, as well as a bit of gaming scattered in there too (after all, Nvidia doesn't want us to forget its roots). The Nvidia Computex keynote starts at 11AM Taipei time on May 19, which is 8PM PT/11PM EDT on May 18 for the US, and 4AM BST, on May 19 in the UK (sorry, Brits). The event will take place at the Taipei Music Center in Taiwan. Last year's Nvidia keynote was a pre-Computex presentation delivered on the Sunday evening in local time, which made the viewing hours a lot more lenient for viewers in the UK and the eastern US - not so this time around, though. You'll be able to watch the Nvidia Computex 2025 keynote directly on Nvidia's website, as well as on the Nvidia YouTube page. We've also embedded the live stream below to make it easier to follow along with the keynote as it happens. If you're not able to tune in directly, you can also follow our live blog of the event, which will start shortly before the keynote begins and include all of the juicy details from Jensen's presentation - so be sure to check back in with TechRadar to make sure you don't miss a thing. Much like last year, AI is expected to be the watchword of this keynote, with Nvidia once again making big strides in the commercial and consumer AI spaces since Computex 2024. This will probably be mostly focused on professional use cases for artificial intelligence; we can expect to hear about some big, sweeping initiatives where AI is helping to run public transport systems, predict the weather, and fix global warming. No doubt there will also be some more focused examples; how AI can benefit professionals in scientific and creative industries, for example. RTX 5000 is also likely to make an appearance, with the long-awaited RTX 5060 officially dropping on May 19, so there will no doubt be a section of the presentation dedicated to gaming.

Jensen Huang brings in Compal, as Foxconn chair sits out

Jensen Huang, CEO of Nvidia, continued his closely watched Taiwan visit with a high-profile gathering of semiconductor and electronics leaders on May 17, following a private dinner the night before with TSMC Chairman C.C. Wei and senior executives. Attendees included some of the most influential names in the region's supply chain: MediaTek CEO Rick Tsai, Quanta Chairman Barry Lam, Wistron Chairman Simon Lin, and Asus Chairman Jonney Shih. While framed as an informal dinner, the guest list sent unmistakable signals. Most notably, Compal Electronics Chairman Ray Chen made his first appearance at such a gathering, underscoring the company's deeper push into the AI server business. Compal recently announced plans to build a manufacturing facility in Texas, aligning with U.S. reshoring policies and Nvidia's strategic manufacturing goals. In contrast, Foxconn Chairman Young Liu -- despite holding sizable AI server orders -- was absent, reportedly sending representatives in his place. Beyond the usual names seen with Jensen Huang in Taiwan, Compal Chairman Ray Chen (standing directly behind Huang) appears for the first time. Originally slated to arrive in Taiwan on May 12, Huang's trip was delayed until May 16 due to his participation in U.S. President Donald Trump's Middle East tour, where major AI infrastructure partnerships were announced. Upon landing in Taipei, Huang immediately met with TSMC leadership, an encounter unusually well-publicized by the typically discreet chipmaker -- perhaps a nod to the geopolitical significance of Nvidia's Taiwan alignment. Supply chain sources noted that such meetings are rarely documented so openly, indicating Nvidia's desire to make a statement. The Mandarin Oriental Hotel, where Huang is staying, hosted several of his meetings, with others taking place at TSMC's Hsinchu headquarters. The May 17 dinner marks Huang's third major convening of Taiwan's tech powerhouses this year, following similar meetings around Nvidia's GTC events in January and March. Compared to January's roster, MediaTek's Rick Tsai attended in person this time, reinforcing Nvidia's expanding partnership with the fabless giant on mobile AI and edge computing. Compal's inclusion stood out. After years on the sidelines of Nvidia's tight-knit AI supply chain ecosystem, the PC maker has invested heavily in AI server infrastructure and was finally invited into the fold. Acer, another latecomer, also participated, signaling that Nvidia's ecosystem is widening -- albeit selectively. Also present were longtime Nvidia partners in the GPU and gaming space: Asus, MSI, Gigabyte, and ASRock. Their continued presence reflects sustained demand for AI and high-performance graphics, even as the PC market fluctuates. Industry watchers saw the unusually public nature of the dinner as symbolic: being seen with Huang now amounts to official recognition as a key node in Nvidia's AI server supply chain. It's also a reminder that the bar for entry is rising. As Nvidia's partner network deepens, the scramble for design wins, pricing power, and capacity commitments is intensifying. Amid growing U.S. scrutiny of Chinese tech exports and shifting tariff regimes, companies aligning with Nvidia must also be ready to manufacture where geopolitics allows. Huang has used his Taiwan stop to address persistent rumors about Nvidia's H20 chips and the possibility of downgraded AI accelerators for the Chinese market. He confirmed that no new Hopper-architecture chips will be introduced, citing U.S. restrictions and design finality. While some export restrictions to the Middle East have been lifted, Nvidia is still evaluating how to respond to demand in China under existing rules. Looking ahead, Huang is scheduled to speak at the Taipei Music Center on May 19, where he will likely reprise themes from his March GTC keynote: the rise of "agent AI" capable of interactive reasoning, and the next leap toward "embodied AI" for robotics. He has projected global data center capital spending will reach US$1 trillion by 2030, with enterprises shifting rapidly from traditional software to generative AI, fueling demand for GPUs. TSMC Chair CC Wei. Credit:Digitimes He is also expected to expand on Nvidia's four-year roadmap (2025-2028), including its open-source operating system for AI factories, Dynamo; silicon photonics interconnects; and the humanoid robot platform GROOT N1, aimed at making general-purpose robotics accessible to industrial developers. According to industry sources, Huang may also use the Taiwan event to announce the site of Nvidia's future Taiwan headquarters -- a closely watched move given the company's growing presence in the region. During COMPUTEX, Huang is slated to appear at MediaTek's keynote session and visit booths of key manufacturing partners including Wiwynn and Asus. He will also participate in a global media roundtable on May 21. Meanwhile, Intel's newly appointed CEO Lip-Bu Tan has also arrived in Taiwan and will host a separate supplier dinner on May 19, setting the stage for further strategic positioning among U.S. chip leaders on the island.

Nvidia isn't just building AI chips -- it's building an AI-powered world

If you missed Nvidia's (NVDA) keynote at Computex 2025, here's the short version: AI is no longer just a tool -- it's the infrastructure of the future. Robots, desktops, smart cities, physics engines, and even national computing grids -- all of it, Nvidia says, will be built on artificial intelligence. Speaking in Taipei at Asia's largest electronics expo, CEO Jensen Huang laid out a sweeping vision of the company's future -- one where Nvidia isn't just enabling AI, it's helping build a world run by it. Leading the announcements was the DGX Spark, a compact AI supercomputer built for individual developers, researchers, and students. Think of it as a desktop-sized version of Nvidia's massive Blackwell-based systems, with enough power to train and fine-tune large AI models locally -- no cloud access required. It's the plug-and-play engine for what Huang called "AI-native" users -- those who want high-performance AI development at their fingertips. Major OEMs such as Dell (DELL), ASUS, Lenovo, MSI, and Gigabyte are already lined up to offer Spark systems tailored for different segments of the market. That's just one node in Nvidia's broader push toward what Huang calls "AI factories" -- purpose-built computing environments where massive amounts of data are processed and AI-based systems are created, refined, and deployed. To support this expansive vision, Nvidia launched something Huang said was "very special" and "one incredible ingredient" that has been missing: NVLink Fusion, an initiative that allows its GPUs to work seamlessly with third-party CPUs and custom AI chips. That means companies such as Qualcomm (QCOM), Fujitsu, Marvell (MRVL), and Alchip Technologies can plug into Nvidia's ecosystem -- a notable shift for a company long known for its tightly integrated stacks. "I'll let all of our partners price it for themselves, but one thing's for sure: Everybody can have one for Christmas," Huang said. But this wasn't just a cloud-computing conversation. It was one about bringing AI into the physical world. Nvidia doubled down on "physical AI" -- the idea that machines should understand and interact with the laws of the real world. Huang talked about Isaac Groot N1 (announced in March), which is a foundational model for robotics that gives humanoid robots the ability to reason, plan, and perceive their surroundings. "The age of generalist robotics has arrived with breakthroughs in mechatronics, physical AI, and embedded computing -- just in time as labor shortages limit worldwide industrial growth," Huang said. One challenge in robotics today is data scarcity, especially high-quality, physical interaction data. Nvidia hopes to answer this problem with Cosmos, a photorealistic simulator that creates synthetic data by observing human behavior in virtual environments. Isaac Groot N1, combined with Cosmos, means developers could now create massive amounts of training data in virtual worlds before rolling out systems in the real one. Developers can now use Groot Dreams -- a tool built on Cosmos -- to create "future world states," Huang said, by prompting the model with new tasks and images. This makes it possible to simulate millions of training scenarios before deploying robots in the real world. To help ground those dreams in physical reality, Nvidia will use the recently announced Newton, an open-source physics engine built in collaboration with Google DeepMind (GOOGL) and Disney Research (DIS) that will be open sourced in July. It's designed to help AI systems understand real-world dynamics such as gravity, collisions, and torque -- bridging the gap between code and physical context. "It's incredible what it can do," Huang said. "It's completely GPU accelerated. It's differentiable, so you could learn from experience. It is incredibly high fidelity." Meanwhile, Nvidia is planting deeper roots in Asia with Nvidia Constellation, a new AI-focused hub in Taipei's Beitou Shilin Science Park. It's a strategic play -- tapping into Taiwan's world-class semiconductor ecosystem while deepening Nvidia's presence in the global AI supply chain. Taipei's mayor, Chiang Wan-an, attended Huang's keynote and later told reporters that the city fully supports Nvidia's plans and is ready to offer whatever help is needed. One of the most strategically significant announcements came near the close of Huang's keynote: a joint effort to build a national AI supercomputer in Taiwan. Nvidia will partner with Taiwan Semiconductor Manufacturing Company (TSM) (TSMC), Foxconn, and the Taiwanese government to create a cutting-edge AI system for the island. This project aims to integrate AI deeply into urban infrastructure, transforming cities such as Taipei into smart ecosystems powered by advanced computing. The initiative underscores Nvidia's goal of embedding AI -- and thus, its products -- into the fabric of daily life, from autonomous vehicles to intelligent public services. Huang's overall message was unmistakable: AI is no longer just software. It's infrastructure. It's automation. It's everywhere. And Nvidia wants to not only build just the silicon -- it wants to build but the systems, the software, and the global footprint to power it all.

Nvidia's Future Vision: 'AI Factories' With Millions of Agents and Robots Working With Humans - Decrypt

Jensen Huang believes in the future, the jobs gap will be filled by AI agents and humanoid robots instead of human beings. At Computex 2025 in Taipei this week, Nvidia CEO Jensen Huang presented a more aggressive vision of his company's future, emphasizing artificial intelligence's need for dedicated infrastructure -- and Nvidia's commitment to give the world what it needs. "AI is now infrastructure, and this infrastructure -- just like the internet, just like electricity -- needs factories," Huang told the audience. "You apply energy in, and it produces something incredibly valuable: tokens." The company introduced the idea of these data centers as new "AI factories," reimagining their purpose as facilities specifically optimized for artificial intelligence workloads. As a first step toward significant expansion, Nvidia announced NVLink Fusion, opening its "interconnect" technology to other manufacturers. This system enables customers to integrate processors from other companies alongside Nvidia's GPUs. "A tectonic shift is underway: for the first time in decades, data centers must be fundamentally rearchitected -- AI is being fused into every computing platform," Huang said in an official press release. "NVLink Fusion opens Nvidia's AI platform and rich ecosystem for partners to build specialized AI infrastructures." This development is particularly significant as it provides developers with more hardware choices, even from third-party providers, for training their models. Companies can now build semi-custom AI systems tailored to specific workloads, optimizing for cost, performance, or specific architectural advantages. Partners including MediaTek, Marvell, Alchip Technologies, Astera Labs, Synopsys, and Cadence are among the first to adopt this technology. Another important development, announced separately from Computex, is that Nvidia expanded its partnership with Neocloud providers. Such providers focus almost exclusively on renting high-end GPUs, such as NVIDIA's H100, H200, A100, and upcoming Blackwell chips, for AI-specific workloads like training large language models (LLMs), computer vision, and inference. Some of these new "cloud partners" include CoreWeave, Nebius, Crusoe, and Lambda. As part of its vision of establishing "sovereign AI" development, the company announced partnerships with Saudi Arabia and the United Arab Emirates to develop massive infrastructure for AI training and deployment, mainly driven as part of Trump's chip accords. The market has responded positively to these announcements, with Nvidia's stock growing almost 60% since its dip on April 7. On Monday, though, the stock was relatively stable -- as it has been for the last 4 days -- going from $132.39 to $135.35. NVDA finished Tuesday's trading day just below the $135 mark. Nvidia also emphasized that NVLink enables compatibility between Qualcomm processors and Nvidia GPUs. This could lead to AI computers featuring energy-efficient CPUs paired with Nvidia's high-performance GPUs, or even mobile hardware with Nvidia GPUs for faster inference and enhanced gaming experiences. The company also revealed plans for a new local headquarters called Nvidia Constellation in Taipei's Beitou Shilin Science Park. Nvidia is also expanding to Taiwan, where the company plans to expand its quantum operations. For individual developers, Nvidia introduced DGX Spark, a compact AI workstation built by partners including ASUS, Dell, and MSI. Powered by the GB10 Grace Blackwell Superchip, it offers 1,000 AI TOPS with 128GB memory, supporting models up to 200 billion parameters. Just for context, Nvidia's most powerful consumer GPU, the RTX 5090 packs up to 32GB of memory, and starts at $2,499. "Direct descendants of the DGX-1 system that ignited the AI revolution, DGX Spark and DGX Station are created from the ground up to power the next generation of AI research and development," Huang noted. Reservations for the DGX Spark start at $3,999 per unit. Addressing concerns about AI's impact on employment, Huang presented a different perspective. Rather than causing a job crisis, he sees AI as the solution to an impending workforce shortage. "We'll have a shortage of workers by 2030 -- about 30 to 50 million people short. It's actually limiting the world's ability to grow," Huang said. "Now we have these digital agents that can work with us. One-hundred percent of Nvidia software engineers now have digital agents working with them to help develop better code more productively." Looking further into the future: "The reason why humanoid robotics are so important is because it is the only form of robot that can be deployed almost anywhere," he said, adding that "this whole new industry is going to expose us to giant opportunities ahead."

4 things you need to know from Nvidia's COMPUTEX keynote speech

Nvidia CEO Jensen Huang announced his vision for the future of AI infrastructure in his native country, Taiwan. Chip giant Nvidia painted its roadmap for an artificial intelligence (AI), agentic AI, and humanoid future at the COMPUTEX technology conference in Taiwan on Monday, with CEO Jensen Huang highlighting the country as "the computer epicentre". Taiwan-born Huang said he had been coming to the tech fair for the past 30 years and that his parents were in the audience. Back in 2016, when he first started speaking about GTX graphic cards, he said no one understood what he was talking about and there were few clients. It was then that the company donated its technology to the then-non-profit OpenAI. The rest, as they say, is history. Here are all the highlights from Huang's keynote speech, which Euronews Next attended. Wearing his trademark black leather jacket in 30-degree Celsius heat and a humid climate, Huang announced that Nvidia would build an AI factory supercomputer, which he called the "first AI supercomputer for Taiwan's ecosystem". He did not go into much detail, but he did say Nvidia would partner with Foxconn, the Taiwanese government, and chip maker TSMC. The AI supercomputer will help fuel innovation and expand AI computing in Taiwan, which will help the country's scientists and start-ups, Jensen said. "Our plan is to create an AI-focused industrial ecosystem in southern Taiwan," said Minister Wu Cheng-Wen of the National Science and Technology Council in a statement. "We are focused on investing in innovative research, developing a strong AI industry, and encouraging the everyday use of AI tools. Our ultimate goal is to create a smart AI island filled with smart cities, and we look forward to collaborating with NVIDIA and Hon Hai to make this vision a reality". "No company in history has ever revealed a roadmap for five years at a time, no one will tell you what's coming next," Huang said. "But we realised Nvidia is not a tech company only anymore, it's an infrastructure company," he added. As well as specifying that Nvidia is an AI infrastructure company, he added that the current infrastructure built on electricity and the Internet will be transformed into an "intelligence infrastructure" where AI is integrated into everything. Another thing we will be talking about in five years, says Huang, is tokens, which are any digitally transferable asset between two people, for example, but not limited to, cryptocurrency. "Very soon, we will be talking about how many tokens we produce every hour," he said, adding that the AI infrastructure business will be measured in "trillions of dollars". AI agents, described as digital assistants, will also continue to generate a buzz in the next five years, Huang said. The future Huang predicts is that there will be many digital employees who will fill the labour shortage. "The shortage of labour is limiting the world's ability to grow," he said, adding that AI agents can work with humans to plug this gap. He said that Nvidia engineers have a "layer of AI agents" that help them with their tasks. "We have to create the necessary tools for workers to manage and improve AI agents," he said, adding that AI agents could even speak to each other in the future. But before the real development gets underway, Huang said that "we have to reinvent computing". Lastly, Huang announced a new office for Nvidia's Taiwan operation, which will be called 'Nvidia Constellation'. Engineers in Taiwan are growing beyond the limits of our current office, so we are building this brand new office". Huang said that work on the building will start as soon as the company can, but did not set a firm date.

Here's how to tune into NVIDIA's huge Computex 2025 keynote with Jensen Huang

NVIDIA will kick off its Computex 2025 keynote with founder and CEO Jensen Huang, expect to hear about GPUs, AI, AI, oh... and more AI. As an Amazon Associate, we earn from qualifying purchases. TweakTown may also earn commissions from other affiliate partners at no extra cost to you. NVIDIA founder and CEO Jensen Huang is here on the ground in Taipei, Taiwan for Computex 2025, with the company kicking off its opening keynote tomorrow morning at 11AM Taipei time, at the Taipei Music Center in Taipei City. You can tune into the livestream below: The NVIDIA keynote is expected to be around 1.5 hours long and will have multiple guests, many of them from Taiwan, as the company extends its success into all things AI, GPUs, and gaming. NVIDIA started its journey into AI dominance back in 2027 with the Volta GPUs and Tensor architecture, which has become much more mainstream in the last 8 years, pushing RT into the GeForce RTX 20 series that was introduced in 2018. Since then, NVIDIA has pumped out its Hopper and Blackwell GPU architectures, where right now it's new GB200 NVL72 AI servers are the bleeding edge of AI systems... that is, until GB300 arrives later this year under the new Blackwell Ultra AI series GPUs with new GB300-based AI servers. NVIDIA explains on its website: "Join NVIDIA at COMPUTEX 2025-starting with the must-see opening keynote, followed by sessions at the Taipei Nangang Exhibition Center, and culminating at GTC Taipei right next door, where we'll dive deeper into the breakthroughs shaping the future of AI. Join us at the Taipei Music Center for NVIDIA CEO Jensen Huang's live COMPUTEX keynote and other exciting events. A COMPUTEX conference pass is required to attend in person, or you can watch the livestream for free".

Nvidia's Huang to Take Centre Stage at Taiwan's Computex

Qualcomm said it will provide updates on its AI PC developments At Taiwan's annual Computex trade show next week, the spotlight is expected to fall, once again, on Nvidia CEO Jensen Huang and the latest in Artificial Intelligence (AI), but also on the potential destablising impact of higher US tariffs. Huang, who last year sparked "Jensanity" from avid fans at the fair, Qualcomm CEO Cristiano Amon and Foxconn Chairman Young Liu will be among top executives attending. Computex, which runs May 20-23 and is expected to have 1,400 exhibitors, marks the first major gathering of computer and chip bosses in Asia since US President Donald Trump threatened sweeping reciprocal tariffs in April, pushing companies to produce more in the United States. "If last year's headline was AI PCs, this year it's probably going to be about collaboration, driven by the macroeconomics," said Ian Cutress, chief analyst at consulting firm More Than Moore. Huang, who is scheduled to deliver a keynote speech on Monday, is expected to announce more Nvidia partnerships with AI server firms in Taiwan, such as Foxconn and Quanta. "Obviously, Nvidia relies a lot on the Taiwanese ecosystem to deliver," Cutress said. "There may be some sort of nod to the political tariff situation." Nvidia said in April it would produce AI servers worth $500 billion (roughly Rs. 42,77,939 crore) in the US over four years, working with companies like TSMC, Foxconn and Wistron. Nvidia and AMD also have to contend with tighter export controls on sales of advanced AI graphics processing units to China. Qualcomm said it will provide updates on its AI PC developments while MediaTek plans to outline its vision for edge AI, which involves running AI software on devices near the data source, as well as cloud AI. AMD will discuss its advancements in gaming and AI-powered personal computers. Intel's new CEO Lip-Bu Tan does not plan to speak publicly at Computex this year but will host a private dinner with Taiwanese partners. Taiwan's Advantech, the world's largest maker of industrial computers, will return after a decade-long absence with plans to showcase its AI systems. Its chairman, K.C. Liu, said this month that Huang had done much to help the show evolve from being focused on consumer goods such as laptops to one that highlights technological advances and brings much-needed publicity to products for businesses. "Taiwan has also changed," Liu said. "The entire industry has shifted toward AI, so it's no longer enough to focus solely on B2C products." © Thomson Reuters 2025

Nvidia CEO Jensen Huang Is Set to Speak at Computex Sunday -- What You Need To Know

Kara Greenberg is a senior news editor for Investopedia, where she does work coordinating, writing, assigning, and publishing multiple daily and weekly newsletters. Prior to joining Investopedia, Kara was a researcher and editor at The Wire. Earlier in her career, she worked in financial compliance and due diligence at Loomis, Sayles & Company, and The Bank of New York Mellon. Nvidia (NVDA) CEO Jensen Huang is set to take the stage this Sunday at Computex, an annual technology trade show, with this year's theme -- "AI Next" -- focused squarely on the emerging technology that has lately powered growth in the company's business. Huang's keynote, which will be livestreamed from Taipei's Music Center at 11 p.m. ET Sunday, is expected to highlight Nvidia's latest advances, and may bring announcements of new partnerships. (You can watch the event here.) Shares of the AI chipmaker's stock were little changed Friday. They've added roughly 15% this week as a Saudi Arabian partnership announced Tuesday during President Donald Trump's trip to the Middle East raised hopes for future deals. The recent gains have helped Nvidia shares edge back into positive territory for the year. The potential for new announcements at Computex could present another catalyst for the stock, along with the company's first-quarter earnings report due May 28. At last year's Computex, Nvidia had announced the successor to its Blackwell AI chip, known as Rubin, sending shares higher. Huang in March said Rubin is still set to launch in 2026. "We would expect relatively positive news on the AI front out of Computex next week," Wedbush analysts told clients in a note Friday. Other chipmakers are also scheduled to present later in the week, with Advanced Micro Devices (AMD) set to showcase its latest developments on Tuesday. Like Nvidia, AMD's stock got a boost from Saudi deals announced earlier in the week, with its shares up about 14% for the week.

5 Takeaways From Nvidia CEO Jensen Huang's Keynote at Computex 2025

At Computex 2025, Jensen Huang outlined Nvidia's bold evolution from GPU giant to global A.I. infrastructure powerhouse. At Computex 2025, Nvidia CEO Jensen Huang returned to his birthplace of Taipei, Taiwan to deliver a sweeping keynote that outlined the company's audacious next chapter. Before a crowd of more than 4,000 at the Taipei Music Center, Huang positioned Nvidia as more than a GPU powerhouse -- now a full-stack A.I. infrastructure provider spanning silicon, systems and software. Sign Up For Our Daily Newsletter Sign Up Thank you for signing up! By clicking submit, you agree to our <a href="http://observermedia.com/terms">terms of service</a> and acknowledge we may use your information to send you emails, product samples, and promotions on this website and other properties. You can opt out anytime. See all of our newsletters His keynote touched on everything from next-gen chip architecture to robotics and supercomputing, signaling Nvidia's central role in shaping the future of A.I. across industries and borders. Here are five top takeaways from his keynote: From data centers to "A.I. factories" Huang called for a conceptual shift in how we describe the infrastructure powering the A.I. era. "Data center" is no longer an adequate term, he argued -- instead, these facilities should be viewed as "A.I. factories," where intelligence is manufactured like any other industrial output. "You apply energy to it, and it produces something incredibly valuable," Huang said. "These things are called tokens." Comparing these facilities to past revolutions built on roads and electrical grids, he emphasized that accelerated computing is now essential national infrastructure. "A.I. factories are the next great industry -- and they're worth trillions." Reshaping A.I. system design with NVLink Fusion A major technical announcement was the debut of NVLink Fusion, an updated interconnect architecture that expands Nvidia's chip ecosystem. The platform will allow third-party CPUs and A.I. accelerators to link directly to Nvidia GPUs, opening the door to semi-custom A.I. systems designed with partners like Qualcomm, Marvell, MediaTek and Fujitsu. A Supercomputer for Taiwan Huang announced the creation of Taiwan's first A.I. supercomputer, a partnership between Nvidia, Apple supplier Foxconn and the Taiwanese government. Designed to strengthen Taiwan's role as a global A.I. hub, the facility will be powered by 10,000 Blackwell GPUs and support the region's A.I. ecosystem, including TSMC, startups, and academic researchers. The buildout will begin with a 20-megawatt deployment and scale to 100 megawatts across multiple sites, starting in Kaohsiung. Huang noted that Nvidia now has 350 partners in Taiwan. "Having a world-class A.I. infrastructure here in Taiwan is really important," he said. "But Taiwan isn't just building A.I. for the world; Nvidia is helping build A.I. for Taiwan." Physical A.I. systems to mitigate labor shortages Perhaps the most forward-looking segment of Huang's keynote focused on robotics and agentic A.I. Nvidia unveiled Isaac GR00T N1.5, a foundation model and development platform that serves as the "A.I. brain" for humanoid robots, enabling them to reason, adapt and execute complex tasks. Paired with GR00T-Dreams, a new simulation environment for training robots in virtual settings, the tools aim to address one of robotics' key challenges: acquiring high-quality motion data. Huang projected that these advances will bring A.I.-powered physical labor to sectors like logistics, healthcare, and manufacturing. "Physical A.I. and robotics will bring about the next industrial revolution," he said. DGX Spark: a desktop supercomputer In a final reveal, Nvidia introduced DGX Spark -- a compact, high-performance A.I. supercomputer designed for desktops. Built on the GB200 Grace Blackwell Superchip, DGX Spark delivers 1,000 TOPS (trillion operations per second) and aims to democratize A.I. development. By offering this scale of computing power outside of massive data centers, Nvidia hopes to empower smaller labs, researchers, and even individuals to innovate in A.I. without needing enterprise-scale infrastructure.

Taiwan's Computex to showcase AI advances, Nvidia's Jensen Huang to take centre stage

At Taiwan's Computex trade show, AI and geopolitics take centre stage. Nvidia's Jensen Huang leads a line-up of tech giants showcasing AI advancements amid rising US tariffs and tighter export controls. Collaboration and industrial innovation dominate, reflecting Taiwan's shift from consumer tech to enterprise-driven, AI-powered solutions and global partnerships.At Taiwan's annual Computex trade show next week, the spotlight is expected to fall, once again, on Nvidia CEO Jensen Huang and the latest in artificial intelligence, but also on the potential destabilising impact of higher US tariffs. Huang, who last year sparked "Jensanity" from avid fans at the fair, Qualcomm CEO Cristiano Amon and Foxconn Chairman Young Liu will be among top executives attending. Computex, which runs May 20-23 and is expected to have 1,400 exhibitors, marks the first major gathering of computer and chip bosses in Asia since U.S. President Donald Trump threatened sweeping reciprocal tariffs in April, pushing companies to produce more in the United States. "If last year's headline was AI PCs, this year it's probably going to be about collaboration, driven by the macroeconomics," said Ian Cutress, chief analyst at consulting firm More Than Moore. Huang, who is scheduled to deliver a keynote speech on Monday, is expected to announce more Nvidia partnerships with AI server firms in Taiwan, such as Foxconn and Quanta. "Obviously, Nvidia relies a lot on the Taiwanese ecosystem to deliver," Cutress said. "There may be some sort of nod to the political tariff situation." Nvidia said in April it would produce AI servers worth $500 billion in the U.S. over four years, working with companies like TSMC, Foxconn and Wistron. Nvidia and AMD also have to contend with tighter export controls on sales of advanced AI graphics processing units to China. Qualcomm said it will provide updates on its AI PC developments while MediaTek plans to outline its vision for edge AI, which involves running AI software on devices near the data source, as well as cloud AI. AMD will discuss its advancements in gaming and AI-powered personal computers. Intel's new CEO Lip-Bu Tan does not plan to speak publicly at Computex this year but will host a private dinner with Taiwanese partners. Taiwan's Advantech, the world's largest maker of industrial computers, will return after a decade-long absence with plans to showcase its AI systems. Its chairman, K.C. Liu, said this month that Huang had done much to help the show evolve from being focused on consumer goods such as laptops to one that highlights technological advances and brings much-needed publicity to products for businesses. "Taiwan has also changed," Liu said. "The entire industry has shifted toward AI, so it's no longer enough to focus solely on B2C products."

Beyond Nvidia, four things to know at Asia's biggest tech show

Computex, Asia's big electronics show, is set to begin in Taipei. Nvidia's Jensen Huang and other tech leaders will attend. Discussions will focus on AI hardware and the impact of US trade policies. Chip manufacturing is shifting, with opportunities in the Middle East. Concerns about the AI payoff and Intel's new strategy will also be key topics.Nvidia Corp.'s Jensen Huang headlines the 2025 edition of Asia's biggest electronics conference, for years a showcase for his company's cutting-edge AI chips and the companies lining up to buy them. This year, however, the spotlight may well be on another far bigger personality: US President Donald Trump. Computex kicks off Monday in Taipei, and as in years past will draw industry chieftains from Huang and Qualcomm Inc.'s Cristiano Amon to Young Liu of Foxconn, which makes the bulk of the world's iPhones and Nvidia servers. But while last year's event was a celebration of the post-ChatGPT AI boom, executives this time are likely grappling with the uncertainty of the Trump administration's effort to reshape the global trade order -- disrupting a decades-old model for tech manufacturing. This year's exhibition will of course feature the hardware required to bring artificial intelligence to life. Apart from Nvidia chips, that includes server racks assembled by Hon Hai Precision Industry Co., also known as Foxconn; power components from Delta Electronics Inc.; and datacenter cooling systems from Asia Vital Components Co. But while they tout new products onstage, these companies are also confronting profound questions about the US administration's tariff regime. Here are the key themes to watch out for this week. The shifting geography of chip manufacturing Trump wants manufacturing back home. To that end, the White House has secured major chipmaking commitments, most notably an additional $100 billion investment from Taiwan Semiconductor Manufacturing Co. As TSMC builds out its Arizona operations with more production lines, supply chain players are also joining it in the US -- and accelerating those plans because of the new tariffs. Asia's biggest electronics companies may also find new opportunity in the Middle East. In the week before Computex, a US delegation led by the president -- and including tech luminaries Huang, Elon Musk and OpenAI co-founder Sam Altman -- visited Saudi Arabia's Riyadh with lofty promises of new trade deals. Alongside a relaxation of AI chip export rules, the visit underlines the Middle East's growing importance as a player in the AI field. "The new focus on export rules around China and Huawei means more opportunity for Taiwan," said Taipei-based industry analyst Dan Nystedt. AI's questionable payoff From Advanced Micro Devices Inc. to Nvidia and Qualcomm, the development of generative artificial intelligence was heralded at Computex last year as comparable to the advent of the internet. Consumers haven't responded with the same enthusiasm. Smartphone shipments grew by only 2.4% and PCs by an even slimmer 1.8% over the holiday quarter, according to industry tracker IDC. The promises from the likes of Samsung Electronics Co. about how transformative AI would be in day-to-day life have not come to pass. Apple Inc. hasn't even rolled out its full AI suite for iPhones yet. So executives at Computex will face questions about when the payoff is supposed to come. They'll also have to address concerns about an AI bubble. Investment from the biggest US internet firms remains elevated. Yet Microsoft Corp. has pulled back on some of its expansion plans, and Alibaba Group Holding Ltd.'s Joe Tsai warned against building vast data centers without knowing their purpose. Intel's mew man in charge Lip-Bu Tan, the newly appointed chief executive officer of Intel Corp., won't be at Computex in a formal capacity as his company won't conduct its traditional keynote address. But he'll likely be doing more meetings than anyone at the show as he continues his survey of partners and customers. He's said recently that he's doing countless meetings each day and having two or three business dinners trying to get insight. Tan is currently weighing options to reform the storied US chipmaker. Intel is still the biggest provider of PC and server processors, though it's losing market share. He'll work to persuade customers of TSMC that Intel's factories are a viable alternative and that the US manufacturer -- historically a rival -- can be a trusted partner. The financial strain of predecessor Pat Gelsinger's spending on a turnaround plan tanked Intel's shares, particularly because it hasn't deliver tangible benefits yet. Now, Tan is rebooting everything with a focus on better execution. "Computex is historically such a PC-focused event, and yet Intel seems to be sitting it out quietly," said IDC analyst Bryan Ma. "It's understandable given everything else going on in the organization right now, but their absence is notable given all of their talk about AI PCs last year." Tan, who served as CEO of chip-design software maker Cadence Design Systems Inc. for 12 years, has decades of experience investing and making deals in the semiconductor industry. At and around Computex, he'll work to reassure and recruit partners for the effort to close ground on Nvidia and TSMC. Foxconn's debut Foxconn is making an unusually prominent appearance. Chairman Liu will host a keynote presentation on Tuesday, likely underscoring its growing role as an AI server assembler. In previous iterations of the show, the company has been represented by subsidiaries like Ingrasys Technology Inc. Foxconn is working to diversify its revenue away from assembling smartphones and other consumer electronics. It's developed an automotive division and hopes to collect bigger orders for electric vehicles. That venture gained a significant customer this month, with Mitsubishi Motors Corp. ordering a made-in-Taiwan EV for Australia and New Zealand. The company is also keen on advancing robotics. "Of course AI plus robots, AI plus robots," Liu said about the focus at Computex. What's next from Nvidia "My first night in Taipei is always dinner with C.C.," Jensen Huang said on Friday, emerging from a restaurant alongside TSMC CEO and Chairman C.C. Wei. The Nvidia boss remains a larger-than-life personality in Taiwan, with crowds following his every move. Investors will be keen to hear more about the chip designer's strategy to expand its reach. The company has been forthcoming with plans to upgrade its AI chips on a roughly annual basis, and Huang has also talked about the potential of AI in the robotics industry. Microsoft's developer event, Build, is taking place the same week over in Seattle, and speculation has grown in recent times about Nvidia joining Qualcomm in building more AI-capable, Arm-based chips for PCs. "I'm keeping my eyes and ears open for whatever Nvidia and MediaTek might confirm around their rumored Windows-on-Arm solution," said IDC's Ma. That might further challenge Intel's traditional stronghold. In the days leading up to Computex, Huang joined a US delegation to the Middle East led by the president, lauding the opening up of trade. The scrapping of Biden-era AI chip rules will help the United Arab Emirates and Saudi Arabia acquire more of Nvidia's industry-leading technology and expand their capabilities in artificial intelligence. "With proper forecasting, we would be able to build the necessary technologies for everyone," Huang said to Bloomberg News on Saturday.

Nvidia CEO Jensen Huang Expected To Unveil New AI Alliances At Computex 2025 As Geopolitical Pressures Persist Over Tech Sector - Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:AMD)

The annual Computex trade show, the first major tech gathering in Asia since President Donald Trump proposed sweeping reciprocal tariffs on Chinese goods in April, is expected to draw 1,400 exhibitors and top executives from across industries. What Happened: Nvidia Corporation NVDA CEO Jensen Huang, who last year sparked "Jensanity" among attendees, will headline this year's show, which will run from May 20-23 in Taipei, reported Reuters. His keynote is expected to spotlight Nvidia's deepening partnerships with Taiwanese firms like Foxconn and Quanta. Other major players like Qualcomm Inc. QCOM, Advanced Micro Devices Inc. AMD and MediaTek will also showcase AI advancements. See Also: Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report Intel Corp's INTC new CEO, Lip-Bu Tan, is not scheduled to speak publicly at Computex this year but will instead host a private dinner with Taiwanese partners, the report noted. Why It's Important: At Computex 2024, Huang praised Nvidia's deep ties with Taiwan, calling it the birthplace of the company's innovations. He also introduced Nvidia Inference Micro Services (NIMS) and said the next wave of AI is "physical AI." His keynote received rave reviews from industry voices. CNBC's Jim Cramer called it "the future," while analyst Pierre Ferragu hailed it as Huang's "best keynote ever." Subscribe to the Benzinga Tech Trends newsletter to get all the latest tech developments delivered to your inbox. Price Action: Nvidia shares rose 0.64% to $136.21 in after-hours trading, according to Benzinga Pro. Benzinga Edge Stock Rankings awarded Nvidia a strong growth score of 95%. Click here to see how it compares to other major tech players like Qualcomm, AMD and Intel. Check out more of Benzinga's Consumer Tech coverage by following this link. Photo Courtesy: Hepha1st0s On Shutterstock.com Read Next: JPMorgan CEO Jamie Dimon Warns Recession Is Best-Case Outcome Of Trump Trade War Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. AMDAdvanced Micro Devices Inc$117.164.18%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum21.39Growth82.74Quality69.12Value16.37Price TrendShortMediumLongOverviewINTCIntel Corp$21.44-4.96%NVDANVIDIA Corp$136.214.83%QCOMQualcomm Inc$152.830.98%Market News and Data brought to you by Benzinga APIs

Watch The NVIDIA CEO, Jensen Huang, Computex 2025 Keynote Live Here!

NVIDIA will be hosting its Computex 2025 keynote featuring CEO, Jensen Huang, which will be live from the Taipei Music Center in Taipei, Taiwan. We are just a few hours away from the NVIDIA CEO keynote, which will feature CEO Jensen Huang as he presents his vision of the future of AI. The event will take place today at 11 AM(TPE Time) at the Taipei Music Center in Taipei City. The keynote is expected to be 1:30 hours long and will feature lots of guests, mainly hailing from Taiwan, as the firm enters the next chapter of its AI journey on all fronts, including data centers and client PCs. NVIDIA has been leading the charge in AI as they were the first to enter the realm of today's most popular tech world back in 2017 with the arrival of Volta GPUs and their Tensor architecture, which later entered the more mainstream realm with the arrival of NVIDIA's GeForce RTX 20 series in 2018. NVIDIA has since released Hopper and Blackwell, both of which are in high demand, and we are likely going to hear about the next big update from NVIDIA in the form of the Blackwell Ultra AI series, which will feature the GB300 class chips and AI infrastructure. NVIDIA is also likely to make some consumer-centric updates for the RTX segment, which will include the new GeForce RTX 5060 GPU and several AI software updates. The company will also showcase how it plans to further extend its operations within Taiwan and secure a closer relationship with the likes of TSMC and other suppliers and equipment manufacturers.

NVIDIA's CEO Jensen Huang Finally Held The "Iconic" Dinner In Taiwan With Several Executives; Spotted Distributing Souvenirs To The Media

NVIDIA CEO's visit to Taiwan around the Computex timeline is indeed a memorable moment, especially when it comes to the iconic dinner Team Green holds with members of Taiwan's business community. Jensen's visit to Taiwan this year holds significance way higher than any other time of the year, given that at the Computex 2025 event, NVIDIA disclosed what it anticipates for the future. Not just this, but it is likely the time of year when Jensen meets up with its Taiwanese partners to formulate the future strategy. But, the dinner NVIDIA's CEO holds with executives in Taiwan is indeed a highlight, and this time as well, Taiwan Economic Daily spotted Jensen at a local restaurant, where not only met the likes of TSMC, MediaTek and Quanta executives, but was also seen talking to the media, in particular distributing them free meals and drinks. Interestingly, when meeting with TSMC's Chairman CC Wei, Jensen revealed that TSMC has a lot of work coming their way, suggesting that the AI supply chain is yet again expected to witness a "boom" in operations, credited to the demand NVIDIA now faces from partners other than the Big Tech, notably Middle East firms. Jensen also claimed that Team Green has plans to build large-scale data centers in Taiwan and that the region is an integral part of the company's business moving into the future. NVIDIA's CEO also revealed that the firm is working with its Chinese partners as well, and they should expect a "new solution" pretty soon. Jensen isn't like the other traditional executives out there, as the Taiwan media claimed that he spent most of the time interacting with the public, responding to media's questions and even entertaining them with souvenirs, which shows that he indeed has a hospitable nature. This is what sets him apart, and his nature is one of the reasons for how far NVIDIA has come in the tech industry. As to when we can see Jensen the next time, it will probably be at his Computex 2025 keynote, which is set to start a few hours from now. Like always, we'll be there live on the showfloor, providing you with the latest updates.

Nvidia CEO unveils new technologies to protect AI chip lead

Nvidia has unveiled the latest raft of technologies aimed at sustaining the boom in demand for AI computing -- and ensuring that its products stay at the center of the action. Chief Executive Officer Jensen Huang on Monday kicked off Computex in Taiwan, Asia's biggest electronics forum, touting new products and cementing ties with a region vital to the tech supply chain. The CEO introduced updates to the ecosystem around Nvidia's accelerator chips, which are key to developing and running AI services. The central goal is to broaden the reach of Nvidia products and eliminate barriers to AI adoption by more industries and countries. Nvidia is keen to shore up its place at the heart of the artificial intelligence boom, at a time investors and some executives remain uncertain whether spending on datacenters is sustainable. The tech industry is also confronting profound questions about how the Trump administration's tariffs regime will shake up global demand and manufacturing.

Nvidia's Jensen Huang Gets Rockstar Welcome In Taiwan -- Pop-Up Merch, Screaming Fans And Jet Parking Drama - NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor (NYSE:TSM)

Nvidia Corporation NVDA CEO Jensen Huang's return to his native Taiwan for Computex 2025 has sparked a wave of "Jensanity," with fans treating the AI pioneer like a celebrity. What Happened: Huang, born in Tainan, landed in Taipei ahead of Computex and was immediately met with screaming fans, autograph requests, and viral enthusiasm, reported Reuters. Outside a Saturday dinner with tech leaders, including executives from Taiwan Semiconductor Manufacturing Co. TSM, fans shouted, "Jensen, I love you!" as Huang smiled, posed for photos and handed out fried ice cream. "I love coming to Taiwan and love seeing everybody here," Huang told the publication, adding, "Everybody's very, very kind." Subscribe to the Benzinga Tech Trends newsletter to get all the latest tech developments delivered to your inbox. The frenzy even prompted Nvidia to open a pop-up store selling playing cards and t-shirts featuring Huang's image. Local media dubbed his high-profile dinner the "trillion-dollar dinner" due to the combined market caps of the attendees, the report said. Taiwan's Ministry of Transportation also stepped in to clarify rumors about how much Huang's Bombardier jet was charged to park at Taipei's Songshan Airport, issuing an official statement denying inflated figures. Price Action: Nvidia shares have slipped 2.44% to $132.10 in after-hours trading, according to Benzinga Pro data. Benzinga Edge Stock Rankings assigns Nvidia a strong growth score of 95.02%. Click here to see how it stacks up against other top tech firms. Check out more of Benzinga's Consumer Tech coverage by following this link. Photo Courtesy: jamesonwu1972 on Shutterstock.com Read Next: Nvidia's Quantum Pivot? Jensen Huang-Led Chip Giant Reportedly Mulls Major Stake In PsiQuantum Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. NVDANVIDIA Corp$132.10-2.02%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentum83.62Growth95.02Quality94.05Value6.46Price TrendShortMediumLongOverviewTSMTaiwan Semiconductor Manufacturing Co Ltd$190.60-1.86%Market News and Data brought to you by Benzinga APIs

Jensen Huang Reveals RTX 5060, DGX Station, Nvidia Constellation And More At Computex 2025: 'We Realize Now, We're An Infrastructure AI Company' - NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor (NYSE:TSM)

On Monday, Nvidia Corp. NVDA CEO Jensen Huang took center stage at Computex 2025 in Taipei with a sweeping keynote that revealed the company's aggressive roadmap to power the next era of artificial intelligence -- from personal AI supercomputers to an ambitious AI infrastructure hub in Taiwan. What Happened: Speaking to a packed Taipei Music Center, Huang was wearing his trademark leather jacket. After taking the stage, he noted that among the audience at the Taipei Music Center are "my parents." Huang also openly expressed his deep affection for his homeland, Taiwan. He remarked, "Taiwan, which I have been visiting for over 30 years, is the hometown of our invaluable partner corporations. We are working together to open the AI ecosystem," he stated. The Nvidia CEO then gave a brief description of the company's journey and growth milestones over the years. "We realize now, we're an AI infrastructure company. An infrastructure company that's essential all around the world," he stated at some point while talking about the same. See Also: Nvidia's Jensen Huang Gets Rockstar Welcome In Taiwan -- Pop-Up Merch, Screaming Fans And Jet Parking Drama Key announcements included the RTX 5060 GPU alongside a new MSI laptop equipped with the same chip, the DGX Spark desktop AI workstation, and NVLink Fusion -- a groundbreaking interconnect technology that lets other chipmakers integrate Nvidia's systems into their own infrastructure. Huang also announced that Nvidia will develop AI infrastructure for a large-scale supercomputing ecosystem in collaboration with Foxconn, Taiwan Semiconductor Manufacturing Co. TSM, and Taiwan's National Science and Technology Council, or NSTC. The CEO also introduced Nvidia Constellation, a new office in Taipei's Beitou district. During his presentation, Huang also shifted focus to accelerated computing, highlighting Nvidia's CUDA-X libraries as a core part of the company's broader ecosystem. Emphasizing that Nvidia's innovation extends beyond GPUs, he showcased platforms like Earth-2 for climate modeling and Megatron Dynamo for deep learning. In robotics, Huang showcased the Isaac Groot platform and Newton engine, enabling robots to learn real-world navigation and human-like actions via simulation. He also revealed that Nvidia's RTX Server Pro would support DeepSeek's R1 model. Why It's Important: Nvidia is set to report its first-quarter earnings on May 28 after the market closes. Analysts, as per Benzinga Pro, anticipate earnings of 89 cents per share on revenue totaling $43.07 billion. Nvidia currently holds a consensus price target of $172.32, based on ratings from 39 analysts. The highest target, $220, was issued by Rosenblatt on Feb. 24, 2025. The three latest updates by B of A Securities, UBS, and Seaport Global have set an average price target of $145, suggesting an implied upside of 11.07%. Price Action: As of the time of writing, during Monday's pre-market session, Nvidia shares were down 3.57%, trading at $130.57. According to Benzinga Edge Stock Rankings, Nvidia holds an impressive growth score of 95.02%. Click here to see how it stacks up against other top tech firms. Read Next: Nvidia's Quantum Pivot? Jensen Huang-Led Chip Giant Reportedly Mulls Major Stake In PsiQuantum Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: jamesonwu1972 / Shutterstock.com NVDANVIDIA Corp$130.97-3.27%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum83.62Growth95.02Quality94.05Value6.46Price TrendShortMediumLongOverviewTSMTaiwan Semiconductor Manufacturing Co Ltd$188.93-2.72%Market News and Data brought to you by Benzinga APIs

Taiwan's Computex to showcase AI advances, Nvidia's Huang to take centre stage

TAIPEI (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is expected to fall, once again, on Nvidia CEO Jensen Huang and the latest in artificial intelligence, but also on the potential destablising impact of higher U.S. tariffs. Huang, who last year sparked "Jensanity" from avid fans at the fair, Qualcomm CEO Cristiano Amon and Foxconn Chairman Young Liu will be among top executives attending. Computex, which runs May 20-23 and is expected to have 1,400 exhibitors, marks the first major gathering of computer and chip bosses in Asia since U.S. President Donald Trump threatened sweeping reciprocal tariffs in April, pushing companies to produce more in the United States. "If last year's headline was AI PCs, this year it's probably going to be about collaboration, driven by the macroeconomics," said Ian Cutress, chief analyst at consulting firm More Than Moore. Huang, who is scheduled to deliver a keynote speech on Monday, is expected to announce more Nvidia partnerships with AI server firms in Taiwan, such as Foxconn and Quanta. "Obviously, Nvidia relies a lot on the Taiwanese ecosystem to deliver," Cutress said. "There may be some sort of nod to the political tariff situation." Nvidia said in April it would produce AI servers worth $500 billion in the U.S. over four years, working with companies like TSMC, Foxconn and Wistron. Nvidia and AMD also have to contend with tighter export controls on sales of advanced AI graphics processing units to China. Qualcomm said it will provide updates on its AI PC developments while MediaTek plans to outline its vision for edge AI, which involves running AI software on devices near the data source, as well as cloud AI. AMD will discuss its advancements in gaming and AI-powered personal computers. Intel's new CEO Lip-Bu Tan does not plan to speak publicly at Computex this year but will host a private dinner with Taiwanese partners. Taiwan's Advantech, the world's largest maker of industrial computers, will return after a decade-long absence with plans to showcase its AI systems. Its chairman, K.C. Liu, said this month that Huang had done much to help the show evolve from being focused on consumer goods such as laptops to one that highlights technological advances and brings much-needed publicity to products for businesses. "Taiwan has also changed," Liu said. "The entire industry has shifted toward AI, so it's no longer enough to focus solely on B2C products." (Reporting by Wen-Yee Lee; Additional reporting by Ben Blanchard; Editing by Brenda Goh and Edwina Gibbs)

Nvidia's Huang set to showcase latest AI tech at Taiwan's Computex

TAIPEI (Reuters) -Nvidia chief executive Jensen Huang is set to open the Computex trade show in Taiwan on Monday, where he is expected to discuss the company's advancements in artificial intelligence server systems, cloud computing products and robotics. Huang's 90-minute presentation will start at 11:00 a.m. (0300 GMT) at the Taipei Music Hall. Once primarily focused on the PC industry, the Santa Clara, California-based company has used its presence at Computex to launch new graphics cards for video games. Earlier this year, Nvidia unveiled a new line of graphics chips at the CES show in Las Vegas. But Nvidia has grown beyond its roots as a video game graphics chip maker into the dominant producer of chips that have powered the AI frenzy that has gripped the tech industry since ChatGPT's launch in 2022. Nvidia has been designing central processing units (CPUs) that would run Microsoft's Windows operating system and use technology from Arm Holdings, Reuters has previously reported. At Computex last year, Huang sparked "Jensanity" in Taiwan, as the public and media breathlessly followed the CEO, who was mobbed by attendees at the trade show. During the company's annual developer conference in March, Huang outlined how Nvidia would position itself to address the shift in computing needs from building large AI models to running applications based on them. In a more than two-hour speech, Huang unveiled several new generations of AI chips, including the Blackwell Ultra, which will be available later this year. The company's Rubin chips will be followed by Feynman processors, which are set to arrive in 2028. Nvidia also launched a desktop version of its AI chips, called DGX Spark, targeting AI researchers. Computex, which will run from May 20 to 23, is expected to have 1,400 exhibitors. It will be the first major gathering of computer and chip executives in Asia since U.S. President Donald Trump threatened to impose sweeping tariffs to push companies to increase production in the U.S. (Reporting by Max A. Cherney in Taipei; Editing by Jacqueline Wong)