00:00The global AI ecosystem is converging this week in Taipei.
00:04NVIDIA CEO Jensen Huang kicked things off with a high-stakes keynote at his company's AI conference ahead of Computex.
00:12Lily Lamartina is there and joins us live from DTC Taipei.
00:17Lily, what were some of the major themes this year?
00:23Hi, Laurel. What we heard today was more than just a product launch.
00:27It was NVIDIA laying out its vision for the next phase of AI.
00:31Tech leaders today packed the venue to hear Jensen Huang speak.
00:34He once again described Taiwan as the center of the global AI supply chain.
00:39This is as NVIDIA continues to deepen its presence in Taiwan,
00:42showing just how much the American company depends on Taiwanese firms to build its product.
00:48Now, one of the biggest themes this year was what Huang calls AI factories.
00:52These are massive data centers built specifically to train and run AI models.
00:58Huang says demand for those systems is growing rapidly as companies race to deploy AI services.
01:04Huang used that message to introduce the next generation of NVIDIA technology.
01:09Vera Rubin is in full production.
01:14The supply chain we created for Vera Rubin is twice as large as Grace Blackwell.
01:22And what used to take two hours to stumble one Grace Blackwell rack now only takes five minutes.
01:30So not only is the capacity higher, the throughput is a lot faster and weak at all to support the
01:39demand.
01:40Now, this Vera Rubin AI platform succeeds Blackwell, Huang says.
01:45Rubin is designed to improve energy efficiency, one of the industry's biggest challenges as AI workloads expand.
01:54And were there any other major announcements made today?
02:01Yes, perhaps the most anticipated was NVIDIA's move into the PC market.
02:07The company, together with Microsoft, unveiled the RTX Spark Superchip designed for Windows laptops.
02:24This allows NVIDIA to move beyond supplying GPUs or graphic processors and into the CPU or central processor market as
02:34well.
02:34This is a massive move to challenge companies like Intel and AMD in laptops, ushering in a new era of
02:42AI PCs.
02:44Now, Taiwan's benchmark index, the TayX, hit a record high on Monday, driven by gains in AI stocks.
02:51Looking ahead, attention now shifts from the keynote to potential business deals throughout the week.
02:57I'll be closely monitoring NVIDIA's relationships with major suppliers, including TSMC and SK Hynix, as well as deeper cooperation with
03:06Marvel Technology.
03:08Those announcements may provide the clearest signal yet as to where the AI industry is heading next.
03:17Thanks, Lily.
03:18That was Lily Lamatina, live from NVIDIA's GTC Taipei.
Comments