On Monday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is expected to use his Computex keynote to outline the company’s AI strategy and highlight Taiwan’s key role in the global chip supply chain.
Nvidia’s AI Roadmap Takes Center Stage At Computex
Huang will open the Computex trade show in Taipei on Monday with a speech expected to focus heavily on artificial intelligence infrastructure, next-generation chips and Nvidia’s expanding ambitions beyond graphics processors, Reuters reported.
Industry attention is expected to center on Nvidia’s latest AI hardware efforts, including its Vera Rubin AI computing platform and Vera CPU, as the chipmaker pushes deeper into data centers, enterprise AI systems and large-scale computing deployments.
The company is also expected to discuss growth areas beyond core AI infrastructure, including robotics and autonomous driving, both viewed as long-term expansion opportunities.
Taiwan’s Growing Importance In Nvidia’s AI Strategy
Taiwan has become central to Nvidia’s future plans as the company deepens ties with manufacturing partners and expands local operations.
Last week, Huang described Taiwan as the epicenter of the AI revolution and said Nvidia plans to invest roughly $150 billion annually on the island.
Nvidia is also building a Taiwan headquarters that is expected to become operational by 2030, bringing the company closer to key supplier Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).
Competition, Expansion And The Next Growth Phase
Another closely watched area is Nvidia’s reported work on Arm Holdings plc (NASDAQ:ARM)-based PC chips, which could position the company to compete more directly with Intel Corp (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD) in consumer computing.
The speech comes as investors increasingly focus on whether Nvidia can sustain its rapid growth after forecasting that revenue from its flagship AI products could eventually surpass $1 trillion.
Computex is expected to host about 1,500 exhibitors from 33 countries, with Intel and Qualcomm executives also scheduled to speak.
Price Action: Nvidia shares closed down 1.45% at $211.14 on Friday and rose 0.64% to $212.49 in after-hours trading, according to Benzinga Pro.
Benzinga Edge Stock Rankings place NVDA in the 98th percentile for Growth, with the stock signaling 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.
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