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$NVDA · NVIDIA GTC Taipei 2026 Keynote | Full Replay
now playing · $NVDA
$NVDA···bullish· high· posjensen huang
NVIDIA pivots to AI infrastructure with Vera Rubin in full production, Vera CPU for agents, and RTX Spark reinventing PC
Jensen Huang argues compute is now revenue and profit, with tokens per watt determining economics; Vera Rubin supply chain is 2x Grace Blackwell, Vera CPU is a new architecture bu…
$CRWV···bullish· mediumjensen huang
CoreWeave valued at $50-70B growing incredibly fast as NVIDIA-enabled AI cloud partner
Jensen Huang cites CoreWeave as a prime example of NVIDIA's ecosystem enabling small companies to become world-class AI clouds, now valued at $50-70B with incredible growth, servi…
$TSM···bullish· highjensen huang
TSMC 3nm and CoWoS packaging enables Vera Rubin; supply chain 2x Grace Blackwell capacity
Vera Rubin's seven new chips are manufactured on TSMC's 3nm process with CoWoS-R and CoWoS-L advanced packaging, and the Vera Rubin supply chain is twice as large as Grace Blackwe…
$CDNS···bullish· highjensen huang
Cadence chip design agents achieve 40x faster verification cycles; NVIDIA partnership creates super agents for RTL
Cadence and NVIDIA built chip design verification agents using Codex orchestration, Cadence ChipStack, and Nemotron models that compress verification from weeks to hours — a 40x s…
$MSFT···bullish· highjensen huang
Microsoft and NVIDIA reinventing PC for agentic age after 3-year collaboration; Windows becomes agent OS
Jensen Huang reveals a deep 3-year co-engineering effort with Microsoft to completely reinvent the PC architecture for agents, integrating RTX Spark hardware with a Windows platfo…
$2454.TW···bullish· mediumjensen huang
MediaTek partners on N1X chip for RTX Spark, custom Grace CPU for agentic PCs
MediaTek co-developed the N1X chip for RTX Spark, integrating a custom 20-core Grace CPU with Blackwell RTX GPU via NVLink, enabling 100% CUDA and Windows compatibility in a lapto…