NVIDIA Computex 2025 Keynote Address Liveblog

NVIDIA is at Computex 2025, with CEO Jensen Huang leading a keynote address. We go live with the various announcements. Jensen takes centerstage NVIDIA began with the announcement is the Grace Blackwell AI inferencing system. Each node has the same compute throughput as the Sierra compute from 2018. The NVLink Spine is a backend interconnects 72 GB300 node. 1 NVLink spine moves more traffic than the entire Internet. Each NVL72 rack pulls 128 kVA of power. NVIDIA says the terminology “AI factory” and not “datacenter” is suitable because each of these pulls 100s of megawatts of power to offer compute power of hundreds of datacenters. NVIDIA is now describing the manufacturing process behind Blackwell GPU.

NVIDIA and its partners to build an AI supercomputer for Taiwan.

Grace Blackwell NVL72 is “one giant GPU” because an entire wafer worth silicon goes into making it.

NVLink Fusion enables semi-custom AI infrastructure, so companies don’t have to rely on a handful partners for one-size-fits-all nodes, switches, and racks.

NVIDIA to also create GPUs as chiplets or IP blocks. It should be possible to use your own NICs or CPUs to build your own nodes. This of course works only at scale, and is meant for large companies.

NVIDIA to expand AI inferencing ecosystem to newer form-factors.

DGX Spark is designed for AI-native developers.

DGX Station motherboard, is designed for workstations and desktop. The most compute power from a 230 V 16 A wall outlet. Enough power for a 1 trillion param AI model.

AI changed compute, storage, and networking for enterprises. Agentic AI is the future for businesses. AI Agents are “digital AI.” IT departments to become “HR for digital workers.”

NVIDIA RTX Pro Server Rack. An x86-based server running RTX Pro or AIC Blackwell GPUs. These are the servers for enterprise AI agents.

CX8 is a new PCIe switch for AIC to AIC interconnections at rack scale.

NVIDIA AI Data platform replaces SQL as a new type of storage/query system.

Newton physics engine helps bring phsyical robots to life in the virtual world.

NVIDIA announces Issac Groot humanoid robot foundation model.

Everything that moves will be robotic.

$5 trillion worth new plants being planned around the world, which opens up opportunities for NVIDIA for digital twinning.

NVIDIA Constellation is the company’s new Taiwan office.

And that’s a wrap.