This keynote speech by NVIDIA CEO Jensen Huang at COMPUTEX 2025 focuses on NVIDIA's advancements in the computing industry, particularly concerning AI and robotics. Huang details NVIDIA's strategies, new products, and partnerships, emphasizing the company's role in building the foundational infrastructure for the future of AI.
The Rise of AI Factories: Huang positions NVIDIA as a key player in building "AI factories," massive computing infrastructures generating valuable data (tokens) at scale. These factories represent a trillion-dollar industry, significantly surpassing the previous era of data centers.
Accelerated Computing Libraries (CUDA-X): NVIDIA's success is attributed to its CUDA-X libraries, which accelerate computations across various fields, from graphics to genomics. These libraries are crucial for driving innovation in accelerated computing.
Grace Blackwell Supercomputer: The Grace Blackwell system, designed for rapid inference, achieves unprecedented performance, outperforming previous generations significantly. Its modular design and liquid cooling enable massive scalability.
NVLink Fusion for Customization: NVLink Fusion allows for the integration of NVIDIA components (CPUs, GPUs, networking) with other companies' custom ASICs and TPUs, providing a flexible platform for building customized AI infrastructures.
Advancements in AI and Robotics: Huang discusses advancements in generative AI, agent AI (digital robots), and embodied AI (AI understanding physics). NVIDIA introduces new platforms and tools to support development in these areas, including the Newton physics engine.