$NVDA · Nvidia SVP details extreme co-design moat delivering 10x tokens at one-tenth cost

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NVIDIA

COMPUTEX 2026 | NVIDIA Keynote | Extreme Co-Design: Building the AI Factory

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Nvidia SVP details extreme co-design moat delivering 10x tokens at one-tenth cost

2026-07-10 · 1 company · 6 thematic

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kevin deierling

Kevin Deierling leads NVIDIA's networking business and has been with the company for six years since Jensen Huang acquired his previous networking startup. He presented at COMPUTEX 2026 on extreme co-design across the AI factory stack.

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“This extreme co-design delivers 10x more tokens and one-tenth the cost per token by optimizing across this stack... As a result of all of this, with the excess, we can deploy 40% more GPUs in an AI factory, per gigawatt of power. 40% more…”

—kevin deierling

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Nvidia SVP details extreme co-design moat delivering 10x tokens at one-tenth cost

Nvidia's full-stack extreme co-design across energy, chips, infrastructure, models, and applications creates a structural moat: 40% more GPUs per gigawatt via DSX power smoothing,…