At NVIDIA GTC Taipei at COMPUTEX, the world’s developers, researchers and industry leaders are converging to dive into the latest breakthroughs shaping every industry, covering topics spanning AI factories and scaling infrastructure to agentic and physical AI and more.
NVIDIA founder and CEO Jensen Huang touched down in Taipei and hasn’t stopped moving.
Night markets with the partners building the world’s AI infrastructure. Dinner with the CEOs whose companies run on NVIDIA’s platform. A new campus unveiled in the region that manufactures the chips powering the AI economy.
Everywhere Huang went this week, the ecosystem was there — and today, they all came together at Taipei Music Center for the keynote. Huang thanked them all, from the CEOs filling the room to the fruit vendor he met at a night market, as a wall of partner logos filled the screen.
“AI is now a profit generator. AI is now a GDP generator,” Huang told an audience gathered in person and across more than 70 watch parties throughout Taiwan.
For three years, the question was whether AI would be useful. Generative AI answered yes. Reasoning models made it capable. Agents are making it work — autonomously, continuously, at scale.
“Useful AI has arrived,” Huang reported, with platforms like GitHub already seeing developer commits nearly triple in the first few months of 2026.
And that’s made those at the center of that surge more valuable than ever, Huang said.
AI Factories Become the New Infrastructure
Tokens are now profitable units of revenue, Huang said — and AI companies are racing to build more AI factories, driving compute demand in Taiwan to new highs.
“Ultimately, our customers don’t want to buy computers, they want to build AI factories,” he said.
NVIDIA DSX is NVIDIA’s AI factory framework for infrastructure builders: DSX MaxLPS delivers 40% more GPUs within the same power budget, and DSX OS is open source and extensible.
“The world is racing to build AI factories, the largest infrastructure build out in human history … because compute is revenues,” Huang said, ticking through work with partners including CoreWeave, Nebius, Nscale, NAVER Cloud, Yotta, Firmus, Indosat, GMI and more.
“Each one of these companies are serving regional as well as global customers,” Huang said. “Incredible companies, incredible opportunities.”
Huang argued that in the age of AI factories, compute is revenue — every token produced is profitable — making performance per watt, reliability and the long lifetime of these systems the core financial levers, not just technical specs: “If you have 1 gigawatt of power, then throughput per watt is revenue … Choosing the wrong architecture just because the chips are cheaper doesn’t make sense — compute is revenue.”
“The more you buy, the more you make,” Huang said.
The five-rack platform — NVIDIA Vera Rubin NVL72 systems, NVIDIA Vera CPU, NVIDIA Groq 3 LPX, NVIDIA Spectrum‑6 SPX Ethernet racks and NVIDIA Vera BlueField‑4 STX storage — is being ramped by hundreds of NVIDIA supply chain ecosystem partners — 150 in Taiwan alone — across 350+ factories and 30 countries.
“NVIDIA’s ecosystem spans all the way upstream to our supply chain here in Taiwan, where it all begins, and downstream all the way to data centers and eventually to end users,” Huang said, calling Taiwan “the richest ecosystem, the world’s best supply chain ecosystem.”
The ramp now spans AI clouds, on‑premises data centers, and industrial and enterprise deployments.
On stage, Huang walked past a full stack of next‑generation systems — Vera Rubin NVL72 systems, a liquid‑cooled Vera CPU rack, Vera BlueField‑4 STX storage and security systems, Grok 3 LPX low‑latency inference trays and Spectrum‑X Ethernet Photonics networking — underscoring how NVIDIA’s latest hardware is designed as a single, tightly integrated AI factory platform.
Spectrum-X Ethernet Photonics — the world’s first 200Gb/s SerDes Ethernet switch with co-packaged optics, built for million-GPU AI factories, is now in production, with CoreWeave, Lambda and Oracle Cloud Infrastructure among the first ecosystem partners and adopters.
NVIDIA Vera CPU — a CPU built for the age of AI — delivers 88 cores, 1.2TB/s of LPDDR5X bandwidth and a 3.6TB/s on‑chip fabric with no chiplet boundaries, plus 10 instructions per clock for world‑class single‑thread performance.