On Monday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang used the Computex 2026 stage in Taipei to outline a sweeping vision for artificial intelligence infrastructure, unveiling new AI-focused processors, AI PCs and data center technology as the company expands far beyond its roots as a graphics chip maker.
Nvidia Pushes ‘AI Factory’ Strategy Beyond GPUs
Taking the stage at Taipei Music Center, Huang, in his signature leather jacket, first gave a shout-out to his parents, saying he brought them “home.”
During his keynote, Huang framed Nvidia’s next phase around AI factories — large-scale computing systems built to generate business value through AI models and agents.
“Nvidia has really become an infrastructure company. Not just a GPU company, not just a systems company, but an infrastructure company to help you generate the maximum revenues, the maximum profit and to get there as soon as possible,” Huang stated.
Huang repeatedly highlighted that Nvidia’s strategy is no longer centered on selling standalone chips but complete systems spanning networking, compute, software and data center infrastructure.
He argued that “compute is revenue,” suggesting that every AI-generated token creates measurable business value, reinforcing Nvidia’s push into full-stack AI infrastructure.
Nvidia Bets Big On Agentic AI And Data Center Expansion
A central theme of the keynote was agentic AI — systems capable of reasoning, taking actions and working autonomously.
Huang described the industry’s shift toward “useful AI,” arguing that future AI systems will function less like chatbots and more like digital workers capable of dramatically improving productivity.
To support that shift, Nvidia introduced Vera, a new Arm-based CPU architecture designed specifically for AI infrastructure.
Rather than focusing on traditional workloads, Vera is designed to coordinate AI models, storage systems and large-scale compute clusters.
According to Nvidia, Vera delivers industry-leading single-threaded performance with up to 3.6 terabytes per second of internal bandwidth and 1.2 terabytes per second of memory bandwidth.
RTX Spark Signals Nvidia’s AI PC Ambitions
Nvidia also moved deeper into the PC market with RTX Spark, a new superchip combining its Blackwell GPU architecture with the new Arm-based N1X processor developed alongside MediaTek and Microsoft Corp (NASDAQ:MSFT).
“Microsoft and Nvidia are going to reinvent the PC,” Huang said.
The new platform combines a Blackwell GPU, custom 20-core CPU, 128GB unified memory and one petaflop of AI performance, enabling advanced AI workloads, content creation and gaming on portable systems.
Nvidia said more than 30 laptops and 10 desktops using RTX Spark will launch this fall from partners including Dell Technologies Inc (NYSE:DELL), HP Inc. (NYSE:HPQ), Asus, Lenovo (OTC:LNVGF) (OTC:LNVGY) and MSI, initially targeting creators, gamers and AI developers.
Price Action: Nvidia shares ended Friday down 1.45% at $211.14 and gained 0.64% in after-hours trading to reach $212.49, according to Benzinga Pro.
Benzinga Edge Stock Rankings place NVDA in the 98th percentile for Growth, with the stock showing strength across short, medium and long-term time frames.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo: jamesonwu1972 / Shutterstock.com
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