Author: Wall Street Insight

On June 1, NVIDIA founder and CEO Jensen Huang delivered the keynote speech at NVIDIA GTC Taipei 2026 in Taipei, Taiwan.

During this speech, Jensen Huang focused on the launch of several new products and platforms, including the Vera Rubin architecture, the CPU Vera for AI Agents, the AI model Nemotron 3 Ultra, and the AI factory platform DSX.

At the same time, NVIDIA also further signaled its entry into the next generation AI PC market, targeting the entire Windows ecosystem.

NVIDIA revealed that major Chinese car manufacturers and autonomous driving companies, including BYD, Geely, Zeekr, Xiaomi, and Pony.ai, have adopted or are developing smart driving based on the NVIDIA Hyperion platform.

NVIDIA's stock price rose 2.7% in the after-hours market.

Vera Rubin has fully entered mass production

Jensen Huang stated that the Vera Rubin architecture has fully entered the mass production stage, with OpenAI, Anthropic, and SpaceX becoming the first customers of the NVIDIA Vera chips.

Moreover, the AI Agent will be a key focus for the future, and NVIDIA will launch the CPU Vera for AI smart entities.

Jensen Huang also emphasized that NVIDIA's Vera BlueField-4 STX will provide agent-based AI storage processing capabilities with chip-level security.

Targeting the next generation AI PC entrance

It is noteworthy that NVIDIA announced a new processor for personal computers running WINDOWS, challenging Intel.

NVIDIA will collaborate with MediaTek to develop the RTX SPARK personal computer chip, with TSMC manufacturing the chip. Jensen Huang revealed that the NVIDIA personal computer chip will be launched this fall, suitable for laptops and desktops.

Jensen Huang stated that NVIDIA will release a new generation of personal computer (PC) chips along with each generation of AI processors.

Previously, NVIDIA's official social media account issued a three-word teaser—"A new era of PC," targeting the next generation AI PC entrance.

Analysts believe that NVIDIA intends to integrate CPU, GPU, and AI units into a single SoC, directly supplying a complete core computing platform to OEMs such as Dell and Lenovo, fundamentally changing its position in the value chain. This follows the vertical integration path of Apple's Apple Silicon, but the target is the entire Windows ecosystem.

NVIDIA: Will collaborate with global humanoid robot manufacturers such as Yushu Technology to develop robots

NVIDIA plans to collaborate not only with China's Yushu Technology but also with humanoid robot manufacturers in the United States, Europe, and South Korea to develop robotic projects.

Launch of the new AI model + AI factory “action guide”

In addition, NVIDIA announced the launch of the new AI model Nemotron 3 Ultra.

NVIDIA announced the launch of the NVIDIA DSX platform, providing infrastructure builders with a complete action guide to creating AI factories. Jensen Huang stated:

With the DSX platform, you can simulate the entire factory without spending a dime, verifying performance before installing a rack, and operating with the reliability required for production-grade AI.

The autonomous driving platform Hyperion ecosystem emerges

NVIDIA DRIVE Hyperion has become the world's autonomous taxi platform.

NVIDIA disclosed during the conference that major Chinese car manufacturers and autonomous driving companies, including BYD, Geely, Zeekr, Xiaomi, and Pony.ai, have adopted or are developing smart driving based on the NVIDIA Hyperion platform.

NVIDIA also launched the Alpamayo 2 super open inference model for autonomous taxis.

Creating a development ecosystem for the robot era

In the field of humanoid robots, NVIDIA is trying to play the role of "infrastructure provider."

At this press conference, NVIDIA launched the NVIDIA Isaac GR00T humanoid robot reference platform for academic research, along with a large open-source toolkit and skill suite for physical artificial intelligence (Physical AI).

At the conference, NVIDIA chose Yushu Technology's H2 Plus as the reference model, introducing the Isaac GR00T humanoid robot platform, which integrates the Jetson Thor computing chip, GR00T software stack, dexterous hands, and whole-body control system, providing robot manufacturers with a one-stop development framework from hardware to software.