15 Sources
[1]
Nvidia has capacity to supply robust AI growth despite constraints, says CEO
TAIPEI, June 2 (Reuters) - Nvidia (NVDA.O), opens new tab CEO Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth in central processing units (CPUs) and graphics processing units (GPUs) as it rides an AI boom. The company, considered a barometer for the AI market's health as its semiconductors are used in virtually every major data center in the world, acknowledged, however, that supply constraints remain a concern. "We've secured supply for very robust growth of all of those systems," Huang said at an Nvidia press conference during the Computex week in Taipei. "We have supply for very, very robust growth, but we're still supply constrained." Huang was speaking a day after the $5 trillion chip company unveiled a new chip that brings AI capabilities directly to personal computers. Nvidia's new chip, which will be launched in the fall, would pit it against the likes of Advanced Micro Devices (AMD.O), opens new tab, Intel (INTC.O), opens new tab and Apple (AAPL.O), opens new tab. Huang said the RTX Spark PC chip is part of Nvidia's efforts with Microsoft (MSFT.O), opens new tab to "reinvent the PC" for the AI era. Born in Taiwan's southern city of Tainan, the Nvidia chief announced plans last week to invest around $150 billion a year in Taiwan, describing it as the epicentre of the AI revolution. At the press conference on Tuesday, Huang said Taiwan is a strategic partner for the U.S. because the island is investing in U.S. manufacturing. The company plans to continue to invest in Taiwan and make the supply chain as resilient as possible. "We are the largest purchaser of any company now for the ecosystem of Taiwan," he said. Demand for Nvidia AI chips, or GPUs, has generated tens of billions of dollars of revenue and helped make the company the most valuable in the world. Huang said the company's Vera data center CPUs would be even more popular than its GPUs because of the CPUs' crucial role in crunching information. Vera competes with data center chips made by AMD and Intel. "This (Vera CPU) is going to be our new major growth driver," Huang said during a presentation on Monday outlining Nvidia's latest AI products. Reporting by Wen-Yee Lee and Max A. Cherney; Editing by Anne Marie Roantree, Christopher Cushing and Muralikumar Anantharaman Our Standards: The Thomson Reuters Trust Principles., opens new tab * Suggested Topics: * Asia Pacific 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.
[2]
Jensen Huang opens Computex with Vera Rubin in production and a move into Windows PCs
Nvidia's chief executive used the GTC Taipei keynote to declare its next platform shipping and to reveal RTX Spark, an Arm-based Windows machine. Jensen Huang got the keynote slot, as he tends to. Nvidia's chief executive opened Computex 2026 in Taipei on Monday with the speech the rest of the week is built around, and he used it to make two claims: that the company's next-generation Vera Rubin platform is now in full production, and that Nvidia is moving into the one part of computing it has largely sat out, the Windows PC.The keynote, delivered at the Taipei Music Center at 11am local time, doubled as GTC Taipei, Nvidia's developer conference. Huang said Vera Rubin, the pairing of the in-house Vera CPU with the Rubin GPU, has reached full production, and claimed Nvidia now has the lowest token cost in the world for AI inference, a function of designing the chips and the rack as one system.The newer move was RTX Spark, an all-in-one Arm-based Windows machine. Nvidia said it combines a 20-core Grace CPU, developed with MediaTek, and a Blackwell GPU with 6,144 CUDA cores, up to 128GB of memory, and what the company puts at one petaflop of AI performance.Jensen Huang announced three Windows products built around it: RTX Spark laptops, RTX Spark desktops, and a DGX Station for Windows aimed at developers who work outside the Linux ecosystem. That is the part that reaches past the data centre. Nvidia's business runs on the AI build-out, and almost everything it announces is aimed at the companies spending billions on it. An Arm-based Windows PC, by contrast, points at a market Intel, AMD, Apple and Qualcomm already fight over. Whether RTX Spark sells in any volume is a question the keynote could not answer, and the comparisons drawn on stage were Nvidia's own. Huang returned to AI agents as the organising theme, describing them as workers in a workshop who can reason, plan, and execute. Today, he said, they are simple users of tools; the implication, as ever, was that they will need a great deal more Nvidia silicon to become anything more. It is the same argument that underpins Vera, the CPU the company says it built specifically for those workloads, and which Huang separately named Anthropic, OpenAI, SpaceX and Oracle as among the first to receive. The Vera Rubin claim is the one with the most riding on it. Huang has called the platform the largest product launch in Taiwan's history, with each system running to nearly two million parts and built through some 150 ecosystem partners on the island. Full production is the milestone Nvidia needed to clear before the next wave of data-centre orders, and saying so from the Computex stage is as much a signal to suppliers and investors as to customers. Computex runs through the week, and the rest of the announcements, from partners and rivals alike, will land against the frame Huang set on Monday. He has spent the year calling Taiwan the centre of the AI economy and Nvidia the company supplying it. Nothing in the keynote suggested he plans to stop.
[3]
Nvidia CEO to kick off and dominate Computex gathering in Taipei
TAIPEI, June 1 (Reuters) - Nvidia (NVDA.O), opens new tab boss Jensen Huang will kick off the Computex trade show in Taiwan on Monday with a lengthy speech about AI in which he is expected to expound on his company's latest product efforts as well as the island's central role in the industry. The CEO of the $5 trillion chipmaker, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 billion a year in Taiwan, describing it as the epicentre of the AI revolution. The speech is set to begin at 11 a.m. (0300 GMT) at the Taipei Music Hall. It comes around two weeks after he accompanied U.S. President Donald Trump on a visit to Beijing, part of a high-powered corporate delegation, to meet Chinese leader Xi Jinping. Huang, who has rockstar status in Taiwan, is expected to talk about Nvidia's AI chips, software and systems. Attention is likely to focus on its data center products, such as its new Vera Rubin AI computing platform and Vera central processing unit (CPU), and on its efforts in markets such as robotics and autonomous driving. Nvidia is also building a Taiwan headquarters which is scheduled to be operational in 2030. That will bring it closer to key supplier TSMC (2330.TW), opens new tab, which makes many of the advanced semiconductors powering AI systems. One potential area of focus is Nvidia's efforts, reported by Reuters in 2023, to develop an Arm-based PC chip that would challenge Intel (INTC.O), opens new tab and Advanced Micro Devices (AMD.O), opens new tab. Chips take about two years to design and Huang has said that the central processors, or CPUs, are tuned for consumer hardware with AI. Last month when the company reported quarterly results, Huang aimed to assure investors that Nvidia can maintain its rampaging growth. He said a wide swathe of customers and new products will help the company beat the roughly $1 trillion in sales it has forecast for its flagship AI chips. Computex is expected to attract 1,500 exhibitors from 33 countries around the world. Intel (INTC.O), opens new tab and Qualcomm's (QCOM.O), opens new tab CEOs are also due to deliver speeches at the trade show. Reporting by Max A. Cherney and Wen-Yee Lee; Editing by Anne Marie Roantree and Edwina Gibbs 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.
[4]
NVIDIA's Jensen Huang calls Taiwan the 'epicentre' of the AI revolution as spending hits $150bn a year
At Computex 2026 in Taipei, Huang reframed NVIDIA's relationship with Taiwan as the dependency it actually is. NVIDIA chief executive Jensen Huang told a Taipei audience at Computex 2026 on Wednesday that Taiwan is the "epicentre" of the AI revolution, and that the company's annual spending on the island will reach roughly $150bn a year. The number, the highest specific Taiwan-spend figure Huang has yet disclosed publicly, makes Nvidia's commitment to the island arithmetically larger than the GDP of most EU member states. The figure breaks down through the supply chain Huang spent the bulk of his keynote describing. The flagship example is Vera Rubin, Nvidia's next-generation AI platform, which Huang called "probably the largest product launch in the history of Taiwan." Each Vera Rubin system contains nearly 2 million parts and is built through 150 ecosystem partners on the island, almost all in Taiwanese hands. TSMC fabricates the underlying logic. Foxconn, Quanta, Wistron and others handle assembly. SK Hynix, listed in Seoul but with a substantial Taiwan presence, supplies the HBM4 memory the platform needs to deliver its 22 TB/s system bandwidth. Huang's framing matters as politics as much as engineering. The Trump administration's second-term tariff regime has put visible pressure on Nvidia and other US chip designers to onshore more of the production stack into the United States. The Taiwan-spend disclosure is, in part, Huang signalling to Washington how large the actual cost of that move would be, and to Taipei that Nvidia's commitment to the island has hardened rather than softened. It also lands within a few weeks of Huang's remarks that DeepSeek running on Huawei chips would be a "horrible outcome" for America, which were read inside the industry as Nvidia putting itself unmistakably on the US side of the technology cold war. What Huang did not say is also informative. He did not announce specific new fabs, packaging facilities or sovereign supply commitments. The $150bn is an aggregate figure flowing through the existing Taiwanese ecosystem, not a discrete capital plan. The Rubin ramp is straining that ecosystem already, with TSMC reportedly working overtime to meet Nvidia's Rubin order book. The $150bn-a-year posture amplifies that strain rather than relieving it. For Taiwan, the politics are genuinely useful. The Lai Ching-te administration has spent the past year arguing in Washington that the island's indispensability to the US AI build-out is a strategic asset, not a liability. Huang "epicentre" framing reinforces that argument. For Beijing, which has spent 2026 progressively tightening its own AI policy, the keynote is an additional data point in the case that the global AI stack is concentrating geographically, not diffusing. Computex 2026, themed "AI Together," runs through this week. Huang's keynote was the headline event; AMD's Lisa Su delivers a counterpart later in the week. Both are expected to use the Taipei stage to clarify their respective roadmaps through 2027, when Nvidia's Rubin Ultra and AMD's MI400-series are due to ship at scale.
[5]
Nvidia CEO says has capacity to supply robust CPU and GPU growth
Huang was speaking at Nvidia's GTC press conference during Computex week in Taipei a day after the $5 trillion chip giant unveiled a new chip that processes artificial intelligence capabilities directly. Nvidia Chief Executive Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth for central processing units (CPUs) as well as graphics processing units (GPUs). Huang was speaking at Nvidia's GTC press conference during Computex week in Taipei a day after the $5 trillion chip giant unveiled a new chip that processes artificial intelligence capabilities directly.
[6]
Why Nvidia CEO Jensen Huang's Computex Speech Matters: AI Chips, Taiwan Investments And The Company's Nex
Nvidia's AI Roadmap Takes Center Stage At Computex Huang will open the Computex trade show in Taipei on Monday with a speech expected to focus heavily on artificial intelligence infrastructure, next-generation chips and Nvidia's expanding ambitions beyond graphics processors, Reuters reported. Industry attention is expected to center on Nvidia's latest AI hardware efforts, including its Vera Rubin AI computing platform and Vera CPU, as the chipmaker pushes deeper into data centers, enterprise AI systems and large-scale computing deployments. The company is also expected to discuss growth areas beyond core AI infrastructure, including robotics and autonomous driving, both viewed as long-term expansion opportunities. Taiwan's Growing Importance In Nvidia's AI Strategy Taiwan has become central to Nvidia's future plans as the company deepens ties with manufacturing partners and expands local operations. Last week, Huang described Taiwan as the epicenter of the AI revolution and said Nvidia plans to invest roughly $150 billion annually on the island. Competition, Expansion And The Next Growth Phase The speech comes as investors increasingly focus on whether Nvidia can sustain its rapid growth after forecasting that revenue from its flagship AI products could eventually surpass $1 trillion. Computex is expected to host about 1,500 exhibitors from 33 countries, with Intel and Qualcomm executives also scheduled to speak. Price Action: Nvidia shares closed down 1.45% at $211.14 on Friday and rose 0.64% to $212.49 in after-hours trading, according to Benzinga Pro. Benzinga Edge Stock Rankings place NVDA in the 98th percentile for Growth, with the stock signaling strength across short, medium and long-term time frames. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo Courtesy: glen photo on Shutterstock.com Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.
[7]
Nvidia growth driver Vera has big-name early adopters, according to CEO Huang
Huang was speaking and presenting ahead of the Computex conference in Taipei where leaders of some of the world's largest technology companies are gathering. Nvidia's Vera central processing unit (CPU) is designed for AI agents and its early adopters include OpenAI, Anthropic and SpaceX, according to the $5 trillion chip company's CEO Jensen Huang. Huang was speaking and presenting ahead of the Computex conference in Taipei where leaders of some of the world's largest technology companies are gathering. During an earnings call in May, Huang said Nvidia's new Vera central processors give it access to a new $200 billion market. "This (Vera CPU) is going to be our new major growth driver," said Huang during a lengthy speech outlining Nvidia's latest AI products and highlighting the island's central role in the global technology industry. Huang also dismissed concerns as "complete nonsense" that AI would reduce demand for software engineers, arguing instead that the technology would drive hiring by making workers more productive. "This is the promise of AI. The number of engineers, software engineers, is actually increasing. People talk about AI reducing jobs, complete nonsense. It's causing more software engineers to be hired." Huang, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 billion a year in Taiwan, describing it as the epicentre of the AI revolution. The speech at the Taipei Music Hall comes around two weeks after he accompanied U.S. President Donald Trump on a visit to Beijing, part of a high-powered corporate delegation, to meet Chinese leader Xi Jinping. The Computex trade show runs June 2-5.
[8]
Jensen Huang Says Nvidia Will Pour $150 Billion A Year Into 'Booming' AI Hub Taiwan - Advanced Micro Devi
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has announced its plan to invest about $150 billion annually in Taiwan, positioning the country as the "epicentre" of the AI revolution. Nvidia's investment in Taiwan has seen a substantial increase over the years. "Four years ago, five years ago, Nvidia was spending about 10, 15 billion dollars a year in Taiwan. Now we're spending 100, going to 150 billion dollars in Taiwan each year," Huang stated during the launch celebration in Taipei for the chipmaker's planned Taiwan headquarters at Beitou Shilin Technology Park on Wednesday, reported Reuters. "Taiwan is booming," Huang said, adding that the new site will employ around 4,000 people. "...This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created." Nvidia Expands Amid Smuggling Probe Huang has also declared China a 'Very Important' market for Nvidia, further emphasizing the strategic importance of the Asia-Pacific region for the company's growth. The U.S. has approved licenses for NVIDIA to sell H200 chips to Chinese customers, including about 10 firms, but no shipments have been made yet. Image via Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.
[9]
Nvidia CEO to kick off and dominate Computex gathering in Taipei
The CEO of the $5 trillion chipmaker, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 billion a year in Taiwan, describing it as the epicentre of the AI revolution. Nvidia boss Jensen Huang will kick off the Computex trade show in Taiwan on Monday with a lengthy speech about AI in which he is expected to expound on his company's latest product efforts as well as the island's central role in the industry. The CEO of the $5 trillion chipmaker, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 billion a year in Taiwan, describing it as the epicentre of the AI revolution. The speech is set to begin at 11 a.m. (0300 GMT) at the Taipei Music Hall. It comes around two weeks after he accompanied U.S. President Donald Trump on a visit to Beijing, part of a high-powered corporate delegation, to meet Chinese leader Xi Jinping. Huang, who has rockstar status in Taiwan, is expected to talk about Nvidia's AI chips, software and systems. Attention is likely to focus on its data center products, such as its new Vera Rubin AI computing platform and Vera central processing unit (CPU), and on its efforts in markets such as robotics and autonomous driving. Nvidia is also building a Taiwan headquarters which is scheduled to be operational in 2030. That will bring it closer to key supplier TSMC, which makes many of the advanced semiconductors powering AI systems. One potential area of focus is Nvidia's efforts, reported by Reuters in 2023, to develop an Arm-based PC chip that would challenge Intel and Advanced Micro Devices. Chips take about two years to design and Huang has said that the central processors, or CPUs, are tuned for consumer hardware with AI. Last month when the company reported quarterly results, Huang aimed to assure investors that Nvidia can maintain its rampaging growth. He said a wide swathe of customers and new products will help the company beat the roughly $1 trillion in sales it has forecast for its flagship AI chips. Computex is expected to attract 1,500 exhibitors from 33 countries around the world. Intel and Qualcomm's CEOs are also due to deliver speeches at the trade show.
[10]
Nvidia CEO says co can meet AI chip demand despite ongoing supply constraints- Reuters By Investing.com
Investing.com -- Nvidia has secured sufficient supply to support strong growth in central processing units and graphics processing units as demand for artificial intelligence continues to expand, Reuters reported on Tuesday, citing comments from CEO Jensen Huang. Huang acknowledged that supply constraints remain an issue for the company, which produces semiconductors used in data centers worldwide, Reuters reported, citing comments from Huang at a press conference during Computex week in Taipei. The comments came one day after the $5 trillion chip company introduced a new chip designed to bring AI capabilities directly to personal computers. The chip is scheduled to launch in the fall and will compete with products from AMD, Intel, and Apple. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
[11]
At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage
Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution. At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution. "Many years ago, we had 10 partners. Five years ago, maybe 50 partners. Now we have 150 partners," Huang said. AMD CEO Lisa Su also said last week that the company would invest more than $10 billion in Taiwan's AI sector, adding that it was co-investing with Taiwanese partners to ensure sufficient capacity for expansion in 2026 and beyond. Taiwan boasts a diverse ecosystem crucial for AI data centres that includes AI server manufacturers, packaging and component suppliers. "Taiwan's AI role is moving from a semiconductor story to an infrastructure story," said Ryan Fletcher, a partner at McKinsey & Company. "The question is no longer only who makes the chip, but who can turn it into a powered, cooled, networked and serviceable AI system." Nvidia's Huang to hog the spotlight The Computex trade show runs June 2-5 and will be kicked off by a keynote speech from the charismatic Huang on Monday, and deeper ties between Nvidia and its partners could be a key theme. Since arriving in Taiwan, he has held a near non-stop series of meetings and dinners with supply chain executives, including TSMC CEO C.C. Wei, Foxconn Chairman Young Liu and Quanta Computer Chairman Barry Lam. While Computex has traditionally been a show for consumer devices, Nvidia has over the last few years made it more business-oriented. Attention is likely to focus on its data centre products, such as its new Vera Rubin AI computing platform and Vera central processing unit (CPU), as well as on its efforts in markets such as robotics and AI in manufacturing. Other global chip executives attending the show, set to be the biggest Computex ever with 1,500 exhibitors, include Intel CEO Lip-Bu Tan, Qualcomm Chief Executive Cristiano Amon and Arm boss Rene Haas. Marvell's chief executive, Matt Murphy, and NXP Semiconductors CEO Rafael Sotomayor will also be there. Intel speech also a focus A keynote speech by Intel's Tan will also be closely watched. "He's been able to get Intel back on its feet and his keynote will give indications on other directions that he is looking to take the company," said Bryan Ma, vice president, client devices research at IDC. Ma added that in terms of devices, he'll also be on the watch for a long-rumoured Nvidia PC platform, Intel's Arc G-series processors for handheld gaming devices, and he wants to take stock of sentiment in the gaming sector amidst sky-high memory prices. Intel is also expected to showcase its many partnerships and a renewed commitment to high-performance central processing units (CPUs) for AI inference, said Ian Cutress, chief analyst at More than Moore. The trade show takes place amid heightened geopolitical tensions. China's President Xi Jinping told U.S. President Donald Trump during their summit this month that mishandling Taiwan could lead to conflict between the two powers. China has also ramped up pressure on Taiwan by increasing its military presence around the island. But that has not stopped business from booming in Taiwan. The island's exports of servers, for example, surged to $60 billion last year from just $571 million in 2017.
[12]
Jensen Huang: Nvidia can fuel AI growth despite supply constraints
STORY: Nvidia CEO Jensen Huang said Tuesday that his company has secured enough supply to support strong growth. The comments come as demand for chips surges amid the AI boom. And Huang says it's true for both the graphics chips and Nvidia's new central processing units: "We've secured supply for very robust growth of all of those systems. For very robust growth of our CPUs, for very robust growth of our CPUs for storage and CX for storage, for CPUs plus GPUs for Vera Rubin. We have supply for very, very robust growth, but we're still supply constrained." Huang was speaking a day after Nvidia unveiled a new chip called the RTX Spark. :: June 1, 2026 It's designed to bring advanced AI capabilities to personal computers. Set to launch in the fall, the product will put Nvidia in direct competition with AMD, Intel, and Apple. Huang said the RTX Spark is part of the firm's partnership with Microsoft to "reinvent the PC" for the AI era. He was speaking during the weeklong Computex tech event in Taiwan, where he was born: "Taiwan is such an incredible strategic partner for the United States because Taiwan is investing in the ecosystem, the manufacturing in the United States. If you look at TSMC and Amkor and SPIL and Wistron and Foxconn, the amount of investment they put into the United States so that the global supply chain could be as diversified and resilient, redundant as possible is incredible." Huang said Nvidia's Vera data center CPUs would be even more popular than its GPUs because of their key role in processing information.
[13]
Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO
Nvidia CEO Jensen Huang declared Taiwan the heart of the AI revolution. He believes the island will be a global technology manufacturing center for years. Huang announced plans for Nvidia's new Taiwan headquarters. Groundbreaking is set for this year. The facility is expected to be operational by 2030. This marks a significant future investment. Nvidia's CEO said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution and predicting it will be the world's tech manufacturing hub for a long time. "Four years ago, five years ago, Nvidia was spending about $10, $15 billion dollars a year in Taiwan. Now we're spending $100, going to $150 billion dollars in Taiwan each year," Jensen Huang, chief of the $5 trillion chipmaker, said. Huang was speaking at a launch celebration in Taipei for the chip company's planned Taiwan headquarters, which he said will break ground this year and aims to become operational in 2030. He did not provide a timeframe for the number of years the company plans to invest $150 billion. The Taiwan headquarters will bring Nvidia closer to TSMC, the world's largest contract chipmaker which makes many of the advanced semiconductors powering the trend towards AI and is a major supplier to the U.S. tech company. "Taiwan is booming," Huang said on stage at the celebration which was attended by his parents, wife, daughter and son in addition to around 1,000 employees. "Taiwan is the epicentre of the AI revolution. This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created. The number of partners we work with here in Taiwan, incredible."
[14]
Nvidia CEO says has capacity to supply robust CPU and GPU growth
TAIPEI, June 2 (Reuters) - Nvidia Chief Executive Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth for central processing units (CPUs) as well as graphics processing units (GPUs). Huang was speaking at Nvidia's GTC press conference during Computex week in Taipei a day after the $5 trillion chip giant unveiled a new chip that processes artificial intelligence capabilities directly. (Reporting by Wen-Yee Lee; Editing by Anne Marie Roantree and Christopher Cushing)
[15]
Nvidia growth driver Vera has big-name early adopters, according to CEO Huang
TAIPEI, June 1 (Reuters) - Nvidia's Vera central processing unit (CPU) is designed for AI agents and its early adopters include OpenAI, Anthropic and SpaceX, according to the $5 trillion chip company's CEO Jensen Huang. Huang was speaking and presenting ahead of the Computex conference in Taipei where leaders of some of the world's largest technology companies are gathering. During an earnings call in May, Huang said Nvidia's new Vera central processors give it access to a new $200 billion market. "This (Vera CPU) is going to be our new major growth driver," said Huang during a lengthy speech outlining Nvidia's latest AI products and highlighting the island's central role in the global technology industry. Huang also dismissed concerns as "complete nonsense" that AI would reduce demand for software engineers, arguing instead that the technology would drive hiring by making workers more productive. "This is the promise of AI. The number of engineers, software engineers, is actually increasing. People talk about AI reducing jobs, complete nonsense. It's causing more software engineers to be hired." Huang, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 billion a year in Taiwan, describing it as the epicentre of the AI revolution. The speech at the Taipei Music Hall comes around two weeks after he accompanied U.S. President Donald Trump on a visit to Beijing, part of a high-powered corporate delegation, to meet Chinese leader Xi Jinping. The Computex trade show runs June 2-5. (Reporting by Max A. Cherney and Wen-Yee Lee; Editing by Anne Marie Roantree and Muralikumar Anantharaman) By Max A. Cherney and Wen-Yee Lee
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At Computex Taipei 2026, Nvidia CEO Jensen Huang declared Taiwan the epicenter of the AI revolution, revealing the company now spends roughly $150 billion annually on the island. The announcement came alongside the full production launch of the Vera Rubin platform and RTX Spark, Nvidia's first Arm-based Windows PC. Despite ongoing supply constraints, Huang assured investors the company has secured enough capacity to sustain robust growth in both CPUs and GPUs.
Jensen Huang used the Computex Taipei 2026 stage to reframe Nvidia's relationship with Taiwan, calling it the "epicentre" of the AI revolution and disclosing that the company now spends approximately $150 billion a year on the island
4
. The figure, the highest Taiwan-specific spending commitment Huang has publicly revealed, positions Nvidia as "the largest purchaser of any company now for the ecosystem of Taiwan," as he stated during a press conference1
. This investment flows through roughly 150 ecosystem partners on the island, including TSMC for semiconductor fabrication and Foxconn, Quanta, and Wistron for assembly4
. Born in Taiwan's southern city of Tainan, Huang's declaration carries both economic and geopolitical weight, reinforcing Taiwan's strategic importance to the global AI infrastructure at a time when the Trump administration's tariff policies have pressured chip designers to consider onshoring production.The $5 trillion chipmaker announced that its next-generation Vera Rubin platform, pairing the in-house Vera CPU with the Rubin GPU, has reached full production
2
. Huang called it "probably the largest product launch in the history of Taiwan," with each system containing nearly 2 million parts4
. The AI computing platform delivers what Nvidia claims is the world's lowest token cost for AI inference, achieved by designing chips and racks as integrated systems2
. Anthropic, OpenAI, SpaceX, and Oracle are among the first customers to receive the platform2
. However, Huang acknowledged that supply chain constraints remain a reality. "We've secured supply for very robust growth of all of those systems," he said, adding, "We have supply for very, very robust growth, but we're still supply constrained"1
.
Source: Benzinga
In a notable expansion beyond data center dominance, Nvidia unveiled RTX Spark, an all-in-one Arm-based Windows machine that combines a 20-core Grace CPU developed with MediaTek and a Blackwell GPU with 6,144 CUDA cores, up to 128GB of memory, and one petaflop of AI performance
2
. Huang announced three Windows products: RTX Spark laptops, RTX Spark desktops, and a DGX Station for Windows aimed at developers working outside the Linux ecosystem2
. The RTX Spark PC chip, launching in fall, represents Nvidia's partnership with Microsoft to "reinvent the PC" for the AI era1
. This move pits Nvidia directly against Intel, AMD, Apple, and Qualcomm in a market it has largely avoided1
2
.
Source: ET
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Huang projected that the company's Vera data center CPUs would become "even more popular" than its GPUs due to their crucial role in processing information, calling the Vera CPU "our new major growth driver"
1
. The Vera CPU competes directly with data center chips from AMD and Intel1
. Huang's assurance that Nvidia has capacity to supply robust CPU and GPU growth comes as the company aims to maintain momentum beyond the roughly $1 trillion in sales it has forecast for its flagship AI chips3
. The company's semiconductors are used in virtually every major data center worldwide, making it a barometer for the AI market's health1
.Nvidia plans to continue investing in Taiwan and make the supply chain as resilient as possible, with a new Taiwan headquarters scheduled to become operational in 2030, bringing the company closer to key supplier TSMC
3
. Huang stated that Taiwan is a strategic partner for the U.S. because the island is investing in U.S. manufacturing1
. For Taiwan's Lai Ching-te administration, Huang's "epicentre" framing reinforces arguments that the island's indispensability to the U.S. AI build-out represents a strategic asset rather than a liability4
. The keynote came weeks after Huang accompanied President Donald Trump on a visit to Beijing to meet Chinese leader Xi Jinping3
, underscoring the complex geopolitical tensions surrounding semiconductor supply chains. Huang's earlier remarks that DeepSeek running on Huawei chips would be a "horrible outcome" for America positioned Nvidia unmistakably on the U.S. side of the technology competition4
. The Computex 2026 gathering, themed "AI Together," attracted 1,500 exhibitors from 33 countries, with Intel and Qualcomm CEOs also delivering speeches3
. Huang's focus on AI agents as workers who can reason, plan, and execute suggests the industry will require substantially more silicon to realize more advanced capabilities2
, pointing to continued demand for Nvidia's products across robotics and autonomous driving applications3
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Source: Reuters
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