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Computex 2025 keynote

Jensen Huang · May 19, 2025 · 1h 43m · Taipei

Summary

Jensen Huang opened COMPUTEX 2025 in Taipei, describing AI data centers as AI factories and detailing Blackwell, NVLink Fusion, DGX Spark and physical AI partnerships.

Key themes: AI infrastructure, Robotics · AI-written summary from the published transcript

Where each highlight is said1:42:51
  1. 1Huang told a crowd of more than 4,000 at Taipei Music Center that AI data centers are, in fact, AI factories.14:21
  2. 2NVIDIA detailed huge new AI installations from CoreWeave, Oracle, Microsoft and xAI, calling them gigantic factory investments.Source
  3. 3NVIDIA and Foxconn Hon Hai are deepening their partnership to build an AI factory supercomputer for Taiwan, including TSMC.26:21
  4. 4Huang announced NVLink Fusion, letting hyperscalers build semi-custom compute with NVIDIA's NVLink interconnect.Source
  5. 5DGX Spark, a personal AI supercomputer for developers, is now in full production and ships in a few weeks.25:01
  6. 6NVIDIA RTX PRO Servers, for agentic AI, are now in volume production as part of the Enterprise AI Factory design.Source
  7. 7NVIDIA partnered with Google DeepMind and Disney to build Newton, a physics training engine for robotics.1:19:10
  8. 8NVIDIA revealed Constellation, a new NVIDIA office in Taiwan for its growing Taiwan workforce.1:38:38

Announced

2 available the same day
AnnouncementStatus
NVIDIA BlackwellEngine powering the AI ecosystem, one architecture from cloud to edgeGA
NVLink FusionNew architecture letting hyperscalers build semi-custom compute with NVLinkAnnounced
DGX SparkPersonal AI supercomputer, full production, available in a few weeksComing
DGX StationUp to 20 petaflops from a wall socket, runs 1 trillion parameter modelsAnnounced
NVIDIA RTX PRO ServersEnterprise servers for agentic AI, now in volume productionGA
NVIDIA AI Data PlatformReference design with RTX 6000 PRO Blackwell Server Edition GPUsAnnounced
Newton physics enginePhysics training engine for robotics, with Google DeepMind and DisneyAnnounced
Isaac GR00T-Dreams / GR00T N1.5Blueprint and foundation model to speed humanoid robot developmentAnnounced
NVIDIA ConstellationNew NVIDIA office in Taiwan for its growing Taiwan workforceAnnounced

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About this keynote

Timestamps appear where the published captions place a highlight; the others link the official recap that states them.

Keynote page: www.youtube.com/watch?v=TLzna9__DnI

On stage

Companies named: ASUS, CoreWeave, DeepMind, Delta Electronics, Disney Research, Foxconn Hon Hai Technology Group, GIGABYTE, Microsoft, MSI, Nvidia, Oracle, Pegatron, Quanta Computer, TSMC, Wistron, xAI

Last changed 2026-09-24.

History (append-only)
  • 2026-09-24 · address changed by seed
  • 2026-09-24 · announcements changed by seed
  • 2026-09-24 · takeaways changed by seed
  • 2026-09-24 · themes changed by seed
  • 2026-09-24 · basis changed by seed
All changes

Sources: official keynote videos, their captions and the hosts' recaps, summarized by AI; watch the source for exact wording. Logos via logo.dev; trademarks belong to their owners.

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