NVIDIA CEO Jensen Huang Sees AI Infrastructure Industry Valued at 'Trillions of Dollars'
NVIDIA CEO Jensen Huang Describes Future of AI, Showcases New Platforms and Partnerships in COMPUTEX Keynote
New AI technologies are about to take over the world, just as electricity and the internet did before them.
NVIDIA founder and CEO Jensen Huang took the stage at a packed Taipei Pop Music Center on May 19 to kick off COMPUTEX 2025. In a captivating speech to more than 4,000 attendees, he highlighted his vision for the technological transformation that will profoundly impact the world and every industry.
“AI is now an infrastructure like the internet and electricity,” Huang said. “What we’re building today are AI factories.”
“They’re not traditional data centers,” Huang added. "It's not quite right to call them AI data centers. They're really AI factories. You pump energy into it, and it produces very valuable products, which are called tokens."
NVIDIA CUDA-X Everywhere: After describing many partnerships, Huang Jen-Hsun described how enterprises are using the NVIDIA CUDA-X platform for a variety of applications, how NVIDIA and its partners are building 6G with AI, and revealed NVIDIA's latest work in accelerating quantum supercomputing.
CUDA-X continues to gain industry recognition and has powerful features to update it. "The bigger the installed base, the more developers want to create libraries. The more libraries, the more amazing things you can do. The better the applications, the more benefits to users."
Huang Jen-Hsun said there are more feature updates to come, and he described AI's growing reasoning and perception capabilities. This will lead us to agent AI, which is AI that can understand, think and act. Above this is physical AI, which is AI that can understand the real world. Then comes general robotics, he said.
All of this creates a higher demand for computing power. To meet these needs, Huang detailed NVIDIA’s latest innovations, from the Grace Blackwell NVL72 system to advanced networking technologies, as well as new large-scale AI facilities being deployed around the world by companies such as CoreWeave, Oracle, Microsoft, xAI, and others.
“These are huge factory investments. The reason people build factories is that the more you buy, the more you make,” Huang said with a smile.
He also highlighted Taiwan’s key role in the global tech ecosystem and introduced several partnerships in the region.
NVIDIA NVLink Fusion: To help partners scale systems flexibly, Huang announced NVLink Fusion, enabling hyperscale data centers to create semi-custom computing solutions using NVIDIA’s NVLink interconnect.
The technology is designed to break through traditional data center bottlenecks, enabling new levels of AI scaling and more flexible, optimized system designs tailored for specific AI workloads.
“This incredible work is now flexible and open to all developers,” Huang said.
New AI technologies are about to sweep the world, just as electricity and the internet did before them.
On May 19, NVIDIA founder and CEO Jensen Huang took the stage at a packed Taipei Pop Music Center to kick off COMPUTEX 2025. In a powerful speech to more than 4,000 attendees, he focused on sharing his vision for the technological transformation that will profoundly impact the world and every industry.
“AI is now an infrastructure like the internet and electricity. What we are building today is AI factories,” Huang said.
“They are not traditional data centers,” Huang added. “It’s not quite right to call them AI data centers. They are actually AI factories. You inject energy into it, and it produces very valuable products, which are called tokens.”
NVIDIA CUDA-X Everywhere: After introducing many partnerships, Huang talked about how companies are using the NVIDIA CUDA-X platform for a variety of applications, how NVIDIA and its partners are building 6G with AI, and revealed NVIDIA’s latest work in accelerating quantum supercomputing.
CUDA-X continues to gain industry recognition and has updated its powerful capabilities. “The bigger the installed base, the more developers want to create libraries. The more libraries, the more amazing things you can do. The better the applications, the more benefits for users,” Huang said.
There’s more to come, Huang said, describing AI’s growing reasoning and perception capabilities. That’s leading us to agent AI, AI that can understand, think, and act. Above that is physical AI, AI that can understand the real world. And then comes general robotics, he said.
All of this creates a greater demand for computing power. To meet those demands, Huang detailed NVIDIA’s latest innovations, from the Grace Blackwell NVL72 system to advanced networking technology and new large-scale AI facilities deployed around the world by companies such as CoreWeave, Oracle, Microsoft, xAI, and others.
“These are huge factory investments,” Huang said with a smile. “The reason people build factories is that the more you buy, the more you make.”
In addition, Huang emphasized Taiwan’s key role in the global tech ecosystem and outlined several partnerships in the region.
NVIDIA NVLink Fusion: To help partners flexibly scale systems, Huang announced NVLink Fusion, which enables hyperscale data centers to create semi-custom computing solutions using NVIDIA’s NVLink interconnect.
The technology is designed to break through traditional data center bottlenecks, enabling new levels of AI scaling and more flexible, optimized system designs tailored for specific AI workloads.
“This incredible work is now flexible and open to all developers,” Huang said.