Nvidia CEO Jensen Huang outlines the company’s bold evolution from GPU giant to global A.I. infrastructure powerhouse, positioning Nvidia as a full-stack A.I. infrastructure provider.
5 Takeaways From Nvidia CEO Jensen Huang’s Keynote at Computex 2025
At Computex 2025, Nvidia CEO Jensen Huang outlined the company’s bold evolution from GPU giant to global A.I. infrastructure powerhouse.
NVIDIA is a multinational technology company specializing in graphics processing units (GPUs) and high-performance computing hardware.
Founded in 1993, NVIDIA has become a leader in the development of artificial intelligence (AI), deep learning, and computer vision technologies.
The company's GPUs are used in various industries, including gaming, professional visualization, and datacenter infrastructure.
NVIDIA's AI platform, CUDA, enables developers to create high-performance computing applications.
The company's products have enabled advancements in fields such as self-driving cars, medical imaging, and climate modeling.
A New Era for A.I. Infrastructure
Huang positioned Nvidia as more than a GPU powerhouse—now a full-stack A.I. infrastructure provider spanning silicon, systems and software. He called for a conceptual shift in how we describe the infrastructure powering the A.I. era, arguing that ‘data center’ is no longer an adequate term. 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.’
AI factories, also known as artificial intelligence production lines, refer to automated systems that produce and train AI models at scale.
These facilities utilize high-performance computing hardware and software frameworks to develop and deploy AI solutions.
AI factories enable the rapid development of custom AI models for various industries, from healthcare to finance.
According to a report by MarketsandMarkets, the global AI market is expected to reach $190 billion by 2025, with AI factories playing a significant role in this growth.
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.
Strengthening Taiwan’s Role in A.I.
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.
Enabling Physical A.I. Systems
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.
Artificial intelligence (AI) has significantly impacted the field of robotics, enabling machines to learn, adapt, and interact with their environment.
AI-powered robots can perform tasks with precision and speed, improving efficiency in industries such as manufacturing and 'healthcare'.
According to a report by MarketsandMarkets, the global AI robotics market is projected to grow from $3.4 billion in 2020 to $13.8 billion by 2025, at a Compound Annual Growth Rate (CAGR) of 30.1%.
The integration of AI in robotics has also led to the development of autonomous systems, such as drones and self-driving cars.
Democratizing A.I. Development
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.
