Author: Wall Street Journal
On June 1, Jensen Huang, founder and CEO of NVIDIA, delivered the keynote speech for NVIDIA GTC Taipei 2026 in Taipei, China.
In this keynote, Jensen Huang unveiled several new products and platforms, including the Vera Rubin architecture, the Vera CPU for AI agents, the Nemotron 3 Ultra AI model, and the DSX AI factory platform.
Meanwhile, NVIDIA has further signaled its intent to enter the next-generation AI PC market, targeting the entire Windows ecosystem.
NVIDIA revealed at the event that leading Chinese automotive manufacturers and autonomous driving companies, including BYD, Geely, Zeekr, Xiaomi, and Pony.ai, have already adopted or are currently developing their autonomous driving systems based on the NVIDIA Hyperion platform.
NVIDIA's U.S. stock price rose 2.7% in after-hours trading.
Vera Rubin is now fully in production.
Jensen Huang stated that the Vera Rubin architecture has fully entered mass production, with OpenAI, Anthropic, and SpaceX becoming the first customers of NVIDIA's Vera chips.
Moreover, AI agents will be a key focus area for the future, and NVIDIA will launch the Vera CPU designed for AI agents.
Huang also emphasized that NVIDIA's Vera BlueField-4 STX delivers proxy AI storage processing with chip-level security.
Targeting the next-generation AI PC entry point
Notably, NVIDIA has announced a new processor for Windows-based personal computers, challenging Intel.
NVIDIA will collaborate with MediaTek to develop the RTX SPARK PC chip, which will be manufactured by TSMC. Huang revealed that NVIDIA’s PC chip will be released this fall and will be compatible with both laptops and desktops.
Jensen Huang stated that NVIDIA will launch a new generation of PC chips alongside each new generation of AI processors.
Previously, NVIDIA's official social media account posted a three-word teaser—"A new era of PC"—pointing toward the next-generation AI PC entry point.
Analysis suggests that NVIDIA intends to integrate CPUs, GPUs, and AI units into a single SoC, delivering complete core computing platforms directly to OEMs such as Dell and Lenovo, fundamentally altering its position in the value chain. This approach follows Apple’s vertical integration path with Apple Silicon, but targets the entire Windows ecosystem.
NVIDIA: Will collaborate with global humanoid robot manufacturers such as Unitree to develop robots
NVIDIA plans to collaborate with humanoid robot manufacturers in the United States, Europe, and South Korea, in addition to its partnership with China’s Unitree Robotics, on robotics research projects.
Launch the new AI model + AI Factory "Action Guide"
Additionally, NVIDIA announced the launch of its new AI model, Nemotron 3 Ultra.
NVIDIA has announced the launch of the NVIDIA DSX platform, providing infrastructure builders with a comprehensive roadmap to build AI factories. Huang said:
With the DSX platform, you can simulate an entire factory at no cost, verify performance before installing a rack, and operate with the reliability required for production-grade AI.
The Hyperion autonomous driving platform ecosystem emerges into view
NVIDIA DRIVE Hyperion becomes the global autonomous ride-hailing platform.
NVIDIA revealed at the event that leading Chinese automotive manufacturers and autonomous driving companies, including BYD, Geely, Zeekr, Xiaomi, and Pony.ai, have already adopted or are currently developing their autonomous driving systems based on the NVIDIA Hyperion platform.
NVIDIA also launched the Alpamayo 2 open super inference model for autonomous ride-hailing vehicles.
Build the development ecosystem for the robot era
In the humanoid robotics field, NVIDIA is attempting to play the role of an infrastructure provider.
At this launch event, NVIDIA introduced the NVIDIA Isaac GR00T humanoid robot reference platform for academic research, along with a large open-source toolkit of agents and skills for Physical AI.
At the press event, NVIDIA selected Unitree's H2 Plus as the reference model to introduce the Isaac GR00T reference humanoid robot platform, which integrates the Jetson Thor computing chip, the GR00T software stack, dexterous hands, and full-body control systems to provide robot manufacturers with an end-to-end development framework from hardware to software.
