Nvidia's CEO, Jensen Huang, delivered the keynote on May 19, a day before the official opening of COMPUTEX 2025, at the Taipei Music Center. This announcement was not made during COMPUTEX, but rather at Nvidia's independent event.
Original Video: Nvidia CEO Jensen Huang Keynote at COMPUTEX 2025
What is COMPUTEX 2025?
COMPUTEX 2025 is the world’s largest computer technology exhibition, held in Taipei, Taiwan, from May 20 to 23, 2025. This event showcases the latest innovations in areas such as artificial intelligence (AI), robotics, next-generation computing technologies, and more. During COMPUTEX 2025, companies like Nvidia unveil groundbreaking products and technologies that are shaping the future of the computing industry.
1. Executive Summary
Key Message & High Priority:
Jensen Huang, CEO of Nvidia, emphasized the company’s transition from a traditional chipmaker to a leader in AI infrastructure. He detailed how Nvidia’s innovations, such as AI factories, Grace Blackwell systems, NVLink Fusion, and integration with quantum computing, will reshape computing as we know it. These developments will transform industries, with AI, robotics, and quantum computing driving new business models and economies.
Why is it Important?
Nvidia is no longer just a chipmaker but an essential player in building the AI infrastructure needed for industries to scale and innovate in the future. The keynote highlighted Nvidia’s plans to revolutionize AI data centers, introduce AI-powered robotics, and merge quantum computing with AI, offering insights into the future of these transformative technologies.
2. Key Topics
1. Nvidia’s 30-Year Evolution
- Content: Jensen Huang reflected on Nvidia’s transformation from a GPU company to a global AI infrastructure leader. He credited Nvidia’s early innovations, such as CUDA and DGX1, for reshaping how computing is done and enabling the rise of AI technologies.
- Importance: This context sets the foundation for understanding Nvidia's ongoing role in AI infrastructure, showcasing the company’s history of technological advancements.
2. AI as the Core of Future Computing
- Content: Nvidia’s focus on AI-driven computing is highlighted. Huang explained that AI now forms the backbone of Nvidia’s strategy, powering everything from software to hardware integration.
- Importance: As AI continues to permeate every industry, Nvidia's leadership in AI infrastructure is crucial for driving new business opportunities and technological innovation.
3. AI Infrastructure and AI Factories
- Content: Huang introduced the concept of AI factories, where AI systems are at the heart of computation, transforming the traditional data center. These AI-powered systems represent the future of how data is processed and utilized.
- Importance: With AI factories, Nvidia is redefining what data centers can achieve, helping to accelerate AI applications across industries like telecommunications, healthcare, and more.
4. CUDA and Nvidia’s AI Libraries
- Content: Huang highlighted the importance of CUDA and its extensive libraries, which form the core of Nvidia’s ecosystem. These libraries power various applications, from 5G networks to genomic analysis.
- Importance: These software innovations are central to Nvidia’s success and ability to deliver high-performance AI solutions across diverse industries.
5. AI in Telecommunications (5G/6G)
- Content: Nvidia is optimizing its AI-powered radio access network (RAN) stack for 5G/6G, improving energy efficiency and data throughput. Telecom giants like SoftBank and T-Mobile are already testing the technology.
- Importance: With AI optimizing 5G/6G networks, the telecom industry is set to experience faster, more efficient data transmission, enabling the growth of IoT and smart cities.
6. Quantum Computing and AI Integration
- Content: Nvidia’s CUDAQ platform bridges quantum computing and AI, helping companies integrate quantum and classical processors for more powerful computation.
- Importance: This integration is crucial for advancing AI capabilities, enabling faster, more efficient problem-solving and opening up new areas for research and application in fields like drug discovery and climate modeling.
7. Generative AI and Reasoning AI
- Content: The keynote explained how Generative AI has evolved, from generating text and images to reasoning AI that can solve complex problems and simulate different outcomes.
- Importance: The development of reasoning AI represents a major leap forward, enabling machines to think, learn, and adapt in ways that were previously thought impossible.
8. Physical AI and Robotics
- Content: Nvidia is focusing on the development of robots with physical AI, trained in virtual environments and deployed in real-world scenarios. This involves using Nvidia’s Isaac platform for AI-driven robot training and simulation.
- Importance: Robotics is set to revolutionize manufacturing, healthcare, and other industries by automating complex tasks, and Nvidia’s approach to AI-powered robots positions them as a key player in this transformation.
9. Grace Blackwell Systems: Next-Gen AI Performance
- Content: The introduction of Grace Blackwell systems marks a major advancement in AI training and inference. These systems offer enhanced performance with liquid cooling, upgraded memory, and networking capabilities.
- Importance: Grace Blackwell sets a new standard for AI computing, enabling faster and more efficient processing of AI workloads.
10. NVLink Fusion: Revolutionizing AI Infrastructure
- Content: NVLink Fusion was introduced as a key technology that will enable the creation of semi-custom AI infrastructures. NVLink Fusion allows the integration of Nvidia’s GPUs with third-party CPUs and other accelerators, enabling more flexible and scalable AI systems. It allows for custom AI infrastructures tailored to specific needs, increasing the versatility and performance of large-scale AI computing.
- Importance: NVLink Fusion is crucial for building scalable and efficient AI systems, as it provides the flexibility to mix and match components (CPUs, GPUs, and custom accelerators), enabling industries to create specialized AI infrastructures that meet their unique demands.
11. Nvidia Constellation: Expanding Nvidia’s Global Presence
- Content: Huang announced Nvidia Constellation, a new office in Taiwan, marking Nvidia’s commitment to AI innovation and partnerships in the region.
- Importance: Nvidia Constellation will be a hub for AI infrastructure development, strengthening Nvidia’s role in the global AI ecosystem and providing a base for future collaborations.
This summary encapsulates the major takeaways from Jensen Huang’s keynote at COMPUTEX 2025, revealing Nvidia's key initiatives in AI infrastructure, quantum computing, robotics, and NVLink Fusion. With the launch of Grace Blackwell systems, AI factories, and the Nvidia Constellation office, Nvidia is set to lead the next wave of technological evolution across industries globally.
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This updated format includes NVLink Fusion as a major focus of the keynote, emphasizing its importance for scalable and flexible AI infrastructure development.