NVIDIA CEO Envisions AI Infrastructure Industry Worth Trillions of Dollars'

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.

NVIDIA CEO Jensen Huang called out NVIDIA partners across Taiwan, and the world, throughout his talk. 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.

DGX Spark: Now in full production, this personal AI supercomputer for developers will be available in a few weeks. DGX Spark partners include ASUS, Dell, Gigabyte, Lenovo and MSI.

DGX Station: DGX Station is a powerful system with up to 20 petaflops of performance powered from a wall socket. Huang said it has the capacity to run a 1 trillion parameter model, which is like having your own personal DGX supercomputer.

NVIDIA RTX PRO Servers: Huang also announced a new line of enterprise servers for agentic AI. NVIDIA RTX PRO Servers, part of a new NVIDIA Enterprise AI Factory validated design, are now in volume production. Delivering universal acceleration for AI, design, engineering and business, RTX PRO Servers provide a foundation for NVIDIA partners to build and operate on-premises AI factories.

NVIDIA AI Data Platform: The compute platform is different, so the storage platform for modern AI is different. To that end, Huang showcased the latest NVIDIA partners building intelligent storage infrastructure with NVIDIA RTX 6000 PRO Blackwell Server Edition GPUs and the NVIDIA AI Data Platform reference design.

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.

Huang introduced new tools to speed the development of humanoid robots: The Isaac GR00T-Dreams blueprint will help generate synthetic training data. And the Isaac GR00T N1.5 Humanoid Robot Foundation Model will power robotic intelligence.

Industrial Physical AI: Huang said that companies are in the process of building $5 trillion worth of factories worldwide. Optimizing the design of those factories is critical to boosting their output. Taiwan's leading manufacturers - TSMC, Foxconn, Wistron, Pegatron, Delta Electronics, Quanta, GIGABYTE and others - are harnessing NVIDIA Omniverse to build digital twins to drive the next wave of industrial physical AI for semiconductor and electronics manufacturing.

NVIDIA Constellation: Lastly, build

LINK:	https://blogs.nvidia.com/blog/computex-2025-jensen-huang/...
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