Nvidia Corp unveiled the latest raft of technologies aimed at sustaining the boom in demand for AI computing — and ensuring that its products stay at the centre of the action.
Chief Executive Officer Jensen Huang on Monday kicked off Computex in Taiwan, Asia’s biggest electronics forum, touting new products and cementing ties with a region vital to the tech supply chain. The CEO introduced updates to the ecosystem around Nvidia’s accelerator chips, which are key to developing and running AI services. The central goal is to broaden the reach of Nvidia products and eliminate barriers to AI adoption by more industries and countries.
Nvidia is keen to shore up its place at the heart of the artificial intelligence boom, at a time investors and some executives remain uncertain whether spending on data centres is sustainable. The tech industry is also confronting profound questions about how the Trump administration’s tariffs regime will shake up global demand and manufacturing.
Still, Nvidia’s shares are riding a rally following a dealmaking trip to the Middle East as part of a delegation led by President Donald Trump.
Huang opened with an update on timing for Nvidia’s next-generation GB300 systems, which he said are coming in the third quarter of this year. They’ll mark an upgrade on the current top-of-the-line Grace Blackwell systems, which are now being installed by cloud service providers.
On Monday, he made sure to thank the scores of suppliers from Taiwan Semiconductor Manufacturing Co to Foxconn Technology Group that help build and distribute Nvidia’s tech around the world.
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“When new markets have to be created, they have to be created starting here, at the centre of the computer ecosystem,” Huang, 62, said about his native island.
An Opening-Up
At Computex, Huang introduced a new RTX Pro Server system, which he said offered four times better performance than Nvidia’s former flagship H100 AI system with DeepSeek workloads. The RTX Pro Server is also 1.7 times as good with some of Meta Platforms Inc’s Llama model jobs. That new product is in volume production now, Huang said.
The chipmaker is offering a new version of complete computers that it provides to data centre owners. NVLink Fusion products will allow customers the option to either use their own central processor units with Nvidia’s AI chips or use Nvidia’s CPUs with another provider’s AI accelerators.
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To date, Nvidia has only offered such systems built with its own components. This opening-up of its designs — which include crucial connectivity components that ensure a high-speed link between processors and accelerators — gives Nvidia’s data centre customers more flexibility and allows a measure of competition while still keeping Nvidia technology at the centre.
Major customers such as Microsoft Corp and Amazon.com Inc are trying to design their own processors and accelerators, and that risks making Nvidia less essential to data centres.
MediaTek Inc, Marvell Technology Inc and Alchip Technologies will create custom AI chips that work with Nvidia processor-based gear, Huang said. Qualcomm Inc and Fujitsu plan to make custom processors that will work with Nvidia accelerators in the computers.
Growing Adoption
The company’s smaller-scale computers — the Spark and the Station, which were announced earlier this year — are going to be offered by a broader range of suppliers. Local partners Acer Inc, Gigabyte Technology Co and others are joining the list of companies offering the portable and desktop devices starting this summer, Nvidia said. That group already includes Dell Technologies Inc and HP Inc.
Local companies, including TSMC, have used software and services offered under Nvidia’s Omniverse platform to create so-called digital twins of their factories.
The process has helped speed up the upgrading and fine-tuning of facilities that are crucial to the computer supply chain, Nvidia said. The US chip firm also announced new “dream” software that will allow for more rapid training of robots through fine-tuned simulation scenarios.
Nvidia said it’s offering detailed blueprints that will help accelerate the process of building “AI factories” by corporations. It will provide a service to allow companies that don’t have in-house expertise in the multistep process of building their own AI data centres to do so.
Nvidia also announced a new piece of software called DGX Cloud Lepton. This will act as a service to help cloud computing providers, such as CoreWeave Inc and SoftBank Group Corp, automate the process of hooking up AI developers with the computers they need to create and run their services. Huang’s company is trying to create what’s essentially a virtual global marketplace for AI computing.
