On the 1st (local time), Nvidia Chief Executive Officer Jensen Huang declared in a keynote at Computex 2026 at the Taipei Music Center in Taiwan that the AI industry has entered a full-fledged commercialization phase. Nvidia's strategy is to go beyond supplying high-performance semiconductors and build an ecosystem in which software and hardware around the world run on its computing infrastructure. In the same vein, Huang put "Agentic AI," which reasons and acts on its own, and "Physical AI," which applies it to the real world such as robots and Autonomous Driving vehicles, at the forefront. The idea is that the wider the use of AI grows, the more computing resources will be needed, leading to increased demand for Nvidia's infrastructure.
About 5,000 members of the press and global information technology (IT) officials gathered on site to gauge a milestone for the global IT industry. Entry procedures began at 9 a.m., two hours before the event started. The area in front of the Taipei Music Center, the venue, was packed with people waiting, and competition for seats among global media and industry officials was intense.
At 11 a.m., as Huang, wearing a black leather jacket, took the stage, the audience applauded. At the beginning of his speech, Huang said, "My parents and family are here today," and introduced his father, Sidney Huang, his mother, and his eldest daughter, Madison Huang, seated in the audience.
In Korea's business community, Chey Tae-won, chairman of SK Group, drew attention with his attendance. Chey sat in the center seat of the front-row VIP section to watch the speech and, alongside MediaTek CEO Rick Tsai and executives from core Taiwanese partner companies such as Foxconn and Asus, made visible a global AI alliance front.
Huang explained the mechanics of a "token economics" in which computational efficiency consolidates directly into corporations' sales as Agentic AI enters commercialization. As an indicator, he presented data from the software development platform GitHub, saying that after the adoption of agent AI, the volume of code production (commits) by developers worldwide surged about threefold year over year as of early 2026. On concerns in some quarters about job losses, he called them "complete nonsense," saying that a surge in productivity instead creates a virtuous cycle that expands corporations' demand to hire engineers.
As a result, as corporations secure computational efficiency, the AI-generated output itself is converted into a direct revenue unit (token). This underpins Huang's repeated emphasis throughout the speech on the quantitative economics of investing in the company's infrastructure: "The more you buy, the more you make."
The next-generation infrastructure platform "Vera Rubin," which supports this "AI factory," has already entered full production. Huang said, "The supply chain scale of Vera Rubin has doubled compared with the previous generation, Grace Blackwell," and explicitly listed in the memory supply chain that "HBM4 memory is supplied by SK hynix, Samsung Electronics, and Micron." It was a renewed confirmation on the global stage of strategic partnerships with Korean companies in the HBM4 arena, the core of the next-generation accelerator market.
Unveiled alongside it, "VERA CPU" is Nvidia's key new product aimed at the Intel- and AMD-centered server market. Huang said, "Conventional CPUs were designed in seconds for human users, but Vera CPU is a processor redesigned from the ground up solely for AI agents that operate in nanoseconds." The strategy is to block computational bottlenecks at the source when agents access databases and use tools, pushing utilization of the company's GPUs and token productivity to the extreme.
Nvidia then unveiled the open software model "Nemotron 3 Ultra," which helps corporations build their own agents. It also detailed a shift in the PC market. Showing the On-device AI chip "RTX Spark" and the "N1X" chip developed in partnership with Microsoft and MediaTek, Huang said, "We will reinvent the PC with Microsoft," presenting a new PC ecosystem where agents run continuously in personal environments.
The latter part of the speech focused on "Physical AI" solutions that combine with the physical world. Nvidia unveiled in succession the base model for robots "Cosmos 3," the world's first inference-oriented Autonomous Driving vehicle open model "AlphaMayo 2," and the reference humanoid platform "Isaac GROOT." In the case of AlphaMayo 2, it will be applied to Nvidia's Hyperion ecosystem, which includes Mercedes-Benz and 80% of automakers worldwide, with plans to expand the architecture beyond virtual simulation to actual mobility and the broader robot factory infrastructure.
Partnerships with Korean corporations were also highlighted from multiple angles. After putting SK hynix and Samsung Electronics at the forefront as HBM4 suppliers, Huang directly mentioned Naver Cloud and Hyundai Motor as global partner cases. It shows that Nvidia's AI platform has taken root as core infrastructure across Korea's key industrial value chain, from high-performance memory supply to the cloud, and to traditional manufacturing and mobility.
If last year's Computex was about making the case for data center expansion and hardware infrastructure build-out, this year focused on completing a practical commercialization software roadmap that will run on that infrastructure. Nvidia, after vertically integrating the physical infrastructure spanning accelerators (GPUs), dedicated CPUs, and key memory, presented an architecture that links On-device and cloud and the Robotics ecosystem end to end. Observers say it has fully realized a blueprint for a massive platform that, beyond being a chip maker, dominates the value chain across the global AI industry and harvests profits.