Nvidia CEO Jensen Huang kicked off Asia’s major tech gathering, Computex, in Taiwan, focusing on enhancing its product performance and reinforcing its position as a leading competitor in the global chip and computing market.
Huang also revealed that Nvidia’s shares had been soaring after he had made a deal-making visit to the Middle East, where he joined a business delegation with US President Donald Trump.
Nvidia presents technological advancements
In his return to Taiwan, Huang presented key progress in Nvidia’s ecosystem , focusing on its upgraded accelerator chips, critical chips that power and scale AI applications and services.
Huang began by providing an update on the firm’s next-generation GB300 systems for artificial intelligence workloads, which he said will be available in the third quarter of this year.
They will improve the current top-tier Grace Blackwell AI systems, which major cloud service providers are installing. Based on Huang’s argument, when new markets must be created, they must begin with Nvidia, describing it as the heart of the computer ecosystem.
The leading chip supplier unveiled the latest wave of technologies to maintain the surge in demand for AI computing and keep its products at the forefront of the action. The company launched a new version of complete computers for data center owners.
NVLink Fusion products will allow customers to use their own central processing units with Nvidia’s AI chips or use Nvidia’s CPUs with AI accelerators from another provider.
To date, the chipmaker has only provided such systems based on its own components. This openness in its designs, which include critical connectivity components that ensure a high-speed link between processors and accelerators, provides its data center customers with more flexibility and allows for some competition while keeping the company’s technology at the forefront.
However, major customers such as Microsoft Corp. and Amazon.com Inc. are attempting to design their own processors and accelerators, which may reduce Nvidia’s importance in data centers.
On the contrary, some tech companies have joined forces with the leading chip supplier to strengthen the ecosystem. Huang stated that MediaTek Inc., Marvell Technology Inc., and Alchip Technologies Ltd. will develop custom AI chips with Nvidia processor-based hardware. Qualcomm Inc. and Fujitsu Ltd. intend to develop custom processors that will work with the chipmaker’s accelerators in computer systems.
This follows Nvidia’s announcement of plans to sell technology to third parties that enable chip-to-chip communication, a key requirement for developing and deploying artificial intelligence tools.
Nvidia will stop at nothing to maintain its global dominance
During his keynote at the Taipei Music Center, where the Computex AI exhibition is usually held, Huang revealed the company’s plans to construct a new Taiwan HQ in Taipei City’s northern suburbs and expand its tech production capacity.
In his keynote address, Huang discussed the firm’s efforts over the years to create AI systems, chips, and the software to run them.
Huang remarked that at one point, his presentations spent 90% of their time on the company’s graphics chips, but that has changed. Since ChatGPT’s launch in 2022, Nvidia has expanded beyond its beginnings as a manufacturer of graphics chips for video games to become the leading chip manufacturer that has driven the AI frenzy that has engulfed the tech sector.
Huang also described how the company would set itself up to handle the change in computing requirements from creating massive AI models to executing applications based on them at its annual development conference in March.
He also announced a handful of new AI chips, among them the Blackwell Ultra, due later this year. Nvidia, in turn, plans to follow its Rubin chips with a new generation of Feynman processors in 2028.
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