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Jensen Huang: Vera Rubin Full Mass Production, AI Agent a Key Focus, Challenging Intel to Target the Next-Generation AI PC Gateway

NVIDIA CEO Jensen Huang delivered the keynote speech at GTC Taipei 2026, announcing several major product launches and strategic directions. The company's Vera Rubin architecture is now in full-scale production, with OpenAI, Anthropic, and SpaceX among the first customers. NVIDIA highlighted AI Agent as a key future focus, introducing the Vera CPU designed for AI agents and the Vera BlueField-4 STX for secure, chip-level AI storage processing. A significant move involves challenging Intel in the PC market. NVIDIA, in collaboration with MediaTek, is developing the RTX SPARK PC chip (manufactured by TSMC) for Windows systems, set to launch this fall for laptops and desktops. This signals NVIDIA's push into the next-generation AI PC arena, aiming to provide a vertically integrated core computing platform for the entire Windows ecosystem, similar to Apple's approach. Other announcements include the new Nemotron 3 Ultra AI model and the NVIDIA DSX platform, described as a complete "playbook" for building AI factories, allowing performance simulation and validation before physical deployment. In automotive, the DRIVE Hyperion platform was positioned as a global robotaxi platform, with major Chinese automakers like BYD, Geely, Zeekr, Xiaomi, and Pony.ai already adopting or developing autonomous driving solutions based on it. The Alpamayo 2 super open inference model for robotaxis was also introduced. For robotics, NVIDIA unveiled the Isaac GR00T humanoid robot reference platform for academic research and a large open-source agent tools and skills suite for Physical AI. The company plans to collaborate with global humanoid robot manufacturers, including China's Unitree, whose H2 Plus robot served as the reference hardware for the GR00T platform demonstration.

marsbitAyer 06:14