Author: Wall Street Insights
On June 1st, NVIDIA founder and CEO Jensen Huang delivered the NVIDIA GTC Taipei 2026 keynote speech in Taipei, China.
During this speech, Huang focused on releasing multiple new products and platforms including the Vera Rubin architecture, the Vera CPU for AI Agents, the AI model Nemotron 3 Ultra, and the AI factory platform DSX.
Simultaneously, NVIDIA further signaled its push into the next-generation AI PC market, targeting the entire Windows ecosystem.
NVIDIA revealed at the event that mainstream Chinese automakers and autonomous driving companies including BYD, Geely, ZEEKR, Xiaomi, and Pony.ai have adopted or are developing autonomous driving based on the NVIDIA Hyperion platform.
NVIDIA's U.S. stock pre-market price rose 2.7%.
Vera Rubin Now in Full Mass Production
Jensen Huang stated that the Vera Rubin architecture has now fully entered mass production, with OpenAI, Anthropic, and SpaceX becoming the first customers for NVIDIA's Vera chips.
AI Agents will become a key focus for future efforts, and NVIDIA will launch the Vera CPU for AI agents.
Huang also emphasized that NVIDIA Vera BlueField-4 STX delivers chip-level secure, agentic AI storage processing capabilities.
Targeting the Next-Generation AI PC Gateway
Notably, NVIDIA unveiled a new processor for Windows-based personal computers, challenging Intel.
NVIDIA will collaborate with MediaTek to develop the RTX SPARK personal computer chip, which will be manufactured by TSMC. Huang revealed that NVIDIA's personal computer chip will launch this fall, suitable for laptops and desktops.
Jensen Huang stated that NVIDIA will launch a new generation of personal computer (PC) chips alongside each generation of its AI processors.
Previously, NVIDIA's official social media account issued a three-word teaser—"A new era of PC"—signaling its aim for the next-generation AI PC gateway.
Analysis suggests NVIDIA intends to integrate CPU, GPU, and AI units into a single SoC, directly supplying a complete core computing platform to OEMs like Dell and Lenovo, fundamentally altering its position in the value chain. This follows the vertical integration path of Apple Silicon, but targets the entire Windows ecosystem.
NVIDIA: Will Collaborate with Unitree Tech and Other Global Humanoid Robot Makers to Develop Robots
NVIDIA plans to collaborate not only with China's Unitree Tech but also with humanoid robot manufacturers in the United States, Europe, and South Korea on research robot projects.
Launches New AI Model + AI Factory "Action Guide"
Furthermore, NVIDIA announced the launch of a new AI model, Nemotron 3 Ultra.
NVIDIA announced the launch of the NVIDIA DSX platform, providing infrastructure builders with a complete action guide for creating AI factories. Jensen Huang stated:
With the DSX platform, you can simulate the entire factory without spending a dime, validate performance before installing a single rack, and operate with the reliability required for production-grade AI.
Autonomous Driving Platform Hyperion Ecosystem Emerges
NVIDIA DRIVE Hyperion becomes the global autonomous robotaxi platform.
NVIDIA revealed at the event that mainstream Chinese automakers and autonomous driving companies including BYD, Geely, ZEEKR, Xiaomi, and Pony.ai have adopted or are developing autonomous driving based on the NVIDIA Hyperion platform.
NVIDIA also launched the Alpamayo 2 super open inference model for autonomous taxis.
Building the Development Ecosystem for the Robotics Era
In the field of humanoid robots, NVIDIA is attempting to play the role of an "infrastructure provider."
At this launch event, NVIDIA introduced the NVIDIA Isaac GR00T humanoid robot reference platform for academic research, while also releasing a large-scale open-source toolkit of agents and skills for Physical AI.
At the event, NVIDIA selected Unitree Tech's H2 Plus as the reference model, introducing the Isaac GR00T reference humanoid robot platform. This platform integrates Jetson Thor computing chips, the GR00T software stack, as well as dexterous hand and full-body control systems, providing robot manufacturers with a hardware-to-software one-stop development framework.
