AI Factories Are Real and Expanding: Jensen Huang
At COMPUTEX 2025, NVIDIA founder Jensen Huang delivered a groundbreaking keynote. He revealed a new era where AI factories replace traditional data centers. This shift is changing everything in computing.
Jensen Huang opened with a bold claim: intelligence is the new industrial output. The old world of general-purpose CPUs is giving way to accelerated computing powered by GPUs. Data centers no longer just store data. They actively produce intelligence.
Traditional CPUs have reached their limits. According to Huang, they cannot keep up with AI's growing demands. NVIDIA's accelerated platforms, such as the upcoming GeForce RTX 5060 and next-gen DGX systems, unlock new performance levels.
Moreover, Huang introduced NVIDIA's east-west networking architecture. This innovation connects thousands of AI processors across large clusters. Thanks to Mellanox technology, NVIDIA now leads in networking critical for AI factories.
What sets Huang's keynote apart is his vision beyond technology. He described how AI tools are becoming accessible to creators, researchers, and industries worldwide. From healthcare breakthroughs to digital art and autonomous machines, AI is transforming sectors at scale.
Huang emphasized democratizing intelligence. Anyone, anywhere, will soon be able to build, train, and deploy AI models. This accessibility marks a major milestone in AI development.
He also highlighted NVIDIA's CUDA-X platform. Huang showcased a vast ecosystem of partners using CUDA-X for applications ranging from AI-driven 6G to quantum supercomputing. He explained how a growing install base fuels more innovation and benefits.
Looking ahead, Huang outlined AI's future phases: agentic AI that thinks and acts, physical AI that understands the real world, and general robotics. These advancements drive an increasing demand for computing power.
To meet this demand, Huang shared NVIDIA's latest innovations, including Grace Blackwell NVL72 systems and advanced networking tech. He mentioned large AI factory investments by CoreWeave, Oracle, Microsoft, xAI, and others worldwide.
'Factories are built because you know the answer,' Huang said. 'The more you buy, the more you make.'
Taiwan plays a central role in this revolution. Huang highlighted NVIDIA's partnership with Foxconn Hon Hai and the Taiwan government. Together, they are building an AI factory supercomputer powered by NVIDIA's Blackwell infrastructure. This system will support Taiwan's researchers, startups, and industries such as TSMC.
'Having world-class AI infrastructure in Taiwan is crucial,' Huang added.
He also announced NVLink Fusion, a new architecture allowing hyperscalers to build semi-custom compute solutions. This technology removes traditional bottlenecks and enables scalable, optimized AI systems.
Finally, Huang introduced NVIDIA Constellation, a new Taiwan office. A dramatic video showed NVIDIA's headquarters launching into space and landing in Taiwan, symbolizing growth and commitment.
In closing, Huang thanked NVIDIA's partners and Taiwan's tech community. He called the AI opportunity 'extraordinary' and 'once in a lifetime.'
'We are creating a new industry supporting AI factories, agents, and robotics — all on one architecture,' he said.
At COMPUTEX 2025, Jensen Huang proved the AI future is here. It's fast, intelligent, and transforming the world — one AI factory at a time.
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