Chip giant Nvidia painted its roadmap for an artificial intelligence (AI), agentic AI, and humanoid future at the COMPUTEX technology conference in Taiwan on Monday, with CEO Jensen Huang highlighting the country as "the computer epicentre".
Taiwan-born Huang said he had been coming to the tech fair for the past 30 years and that his parents were in the audience.
Back in 2016, when he first started speaking about GTX graphic cards, he said no one understood what he was talking about and there were few clients. It was then that the company donated its technology to the then-non-profit OpenAI. The rest, as they say, is history.
Here are all the highlights from Huang’s keynote speech, which Euronews Next attended.
An AI factory supercomputer
Wearing his trademark black leather jacket in 30-degree Celsius heat and a humid climate, Huang announced that Nvidia would build an AI factory supercomputer, which he called the "first AI supercomputer for Taiwan’s ecosystem".
He did not go into much detail, but he did say Nvidia would partner with Foxconn, the Taiwanese government, and chip maker TSMC.
The AI supercomputer will help fuel innovation and expand AI computing in Taiwan, which will help the country’s scientists and start-ups, Jensen said.
"Our plan is to create an AI-focused industrial ecosystem in southern Taiwan," said Minister Wu Cheng-Wen of the National Science and Technology Council in a statement.
"We are focused on investing in innovative research, developing a strong AI industry, and encouraging the everyday use of AI tools. Our ultimate goal is to create a smart AI island filled with smart cities, and we look forward to collaborating with NVIDIA and Hon Hai to make this vision a reality".
Nvidia is 'not a tech company'
"No company in history has ever revealed a roadmap for five years at a time, no one will tell you what’s coming next," Huang said.
"But we realised Nvidia is not a tech company only anymore, it’s an infrastructure company," he added.
As well as specifying that Nvidia is an AI infrastructure company, he added that the current infrastructure built on electricity and the Internet will be transformed into an “intelligence infrastructure” where AI is integrated into everything.
Another thing we will be talking about in five years, says Huang, is tokens, which are any digitally transferable asset between two people, for example, but not limited to, cryptocurrency.
"Very soon, we will be talking about how many tokens we produce every hour," he said, adding that the AI infrastructure business will be measured in "trillions of dollars".
AI agents
AI agents, described as digital assistants, will also continue to generate a buzz in the next five years, Huang said.
The future Huang predicts is that there will be many digital employees who will fill the labour shortage.
"The shortage of labour is limiting the world’s ability to grow," he said, adding that AI agents can work with humans to plug this gap.
He said that Nvidia engineers have a "layer of AI agents" that help them with their tasks.
"We have to create the necessary tools for workers to manage and improve AI agents," he said, adding that AI agents could even speak to each other in the future.
But before the real development gets underway, Huang said that "we have to reinvent computing".
Taiwan's Constellation
Lastly, Huang announced a new office for Nvidia’s Taiwan operation, which will be called 'Nvidia Constellation'.
Engineers in Taiwan are growing beyond the limits of our current office, so we are building this brand new office".
Huang said that work on the building will start as soon as the company can, but did not set a firm date.
