Recorded talk

Highlights from NVIDIA Keynote and GTC Taipei 2025

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Summary

NVIDIA framed the problem as building full‑stack infrastructure to power next‑generation "AI factories" and agentic AI. Their approach combines new interconnect and system designs (NVLink Fusion, Blackwell family, upcoming GB300), enterprise servers (RTX Pro Servers with CX8), and application blueprints (Isaac Group Dreams and Omniverse) to enable semi‑custom racks, digital twins and robotics. Evidence from the keynote: NVLink Fusion announced, Blackwell in production, GB300 scheduled for Q3, RTX Pro Servers launched, and a Foxconn/Taiwan government AI factory supercomputer partnership. Outcome: a platform and ecosystem intended to accelerate deployment of enterprise AI and physical AI; limitation: some components (GB300, broader factory deployments) are forthcoming rather than immediately available.

Key technical points

Strategic repositioning: NVIDIA presented itself as an AI infrastructure company delivering a full stack of hardware, software and systems to enable "AI factories" and agentic AI.
NVLink Fusion: announced as an NVLink scale‑up interconnect that opens a standardized rack design and allows partners to build semi‑custom AI infrastructure by integrating their own ASICs or CPUs with NVIDIA's ecosystem.
Blackwell in production: the Blackwell GPU family is described as being in full production and used across form factors from desktops to data centers.
Grace Blackwell GB300: a new system (Grace Blackwell GB300) was showcased as promising significant performance and efficiency gains for demanding AI workloads, with availability planned for Q3.
RTX Pro Servers: announced as enterprise servers with integrated CX8 networking and optimizations for NVIDIA AI software, targeted to run AI agents and generative AI built with NVIDIA Blueprints.
Use cases highlighted: RTX Pro Servers are positioned as platforms for large‑scale digital twins and physical AI applications such as industrial robotics.
Robot development toolchain: Jensen introduced tools described as "Isaac Group Dreams blueprints" to accelerate intelligent robot development (presented as part of the physical AI toolset).
Omniverse blueprints: NVIDIA Omniverse blueprints are promoted for building digital twins and optimizing large, complex factory designs.
Ecosystem and partners: the keynote emphasized a broad partner ecosystem covering infrastructure, orchestration, AI ops and agentic AI platform builders necessary for enterprise AI factories.
Taiwan AI factory supercomputer: a partnership with Foxconn and the Taiwan government was announced to build an AI factory supercomputer in Taiwan, bringing Blackwell to researchers and industries including TSMC.
Local investment and presence: NVIDIA revealed a new Taiwan office named NVIDIA Constellation, signaling continued investment in the Taiwan ecosystem.
Developer engagement and training: GTC Taipei was sold out with over 100,000 attendees and millions online; included expert sessions, live demos (generative AI, industrial digitalization, robotics, LLMs) and hands‑on workshops that were fully booked and offered certificates of competency.

Engineering relevance

Engineers should plan for architectures that can leverage NVLink Fusion for scale‑up interconnects and semi‑custom rack integrations (including third‑party ASICs/CPUs). Expect Blackwell GPUs to be available now for production work, with the GB300 arriving in Q3 for higher performance/efficiency needs; schedule migrations or benchmarking accordingly. RTX Pro Servers with CX8 networking are the enterprise deployment target for agentic and generative AI workloads as well as digital twin and robotics stacks. For robotics and physical AI projects, evaluate Isaac Group Dreams blueprints and Omniverse blueprints as accelerators for development and factory modeling. The announced partner ecosystem and supercomputer in Taiwan imply additional infrastructure capacity and collaboration opportunities; use the GTC workshops and certification offerings to upskill teams on NVIDIA software and blueprints.

Japan relevance

Japanese organizations focused on manufacturing, industrial robotics, and enterprise AI can map NVIDIA's stack (Blackwell, RTX Pro Servers, Omniverse, Isaac) directly to common national priorities like factory digitalization and large‑scale automation. The Foxconn/Taiwan government supercomputer and continued Taiwan investment suggest regional supply and research capacity that may affect timelines for procurement and collaboration with TSMC‑related ecosystems. Japanese engineering teams should monitor GB300 availability (Q3) for procurement planning, consider NVLink Fusion when specifying semi‑custom racks or integrating partner CPUs/ASICs, and leverage NVIDIA's workshops and partner ecosystem to accelerate adoption of digital twins and agentic AI in local industrial deployments.

Full transcript

Transcript

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[Music] hello Taiwan hello everyone I'm Dion Harris senior director of HPC and AI factory solutions at NVIDIA welcome to our Computex 2025 wrap-up from a sold-out GTC Taipei where over a 100,000 attendees and millions online gathered kicking off the era of AI factories, Agentic AI and general robotics Jensen's keynote at the Taiwan Music Center set a powerful inspiring tone for the week the energy was electric for decades NVIDIA has been known for pioneering GPUs but as Jensen described we've evolved we are now fundamentally an AI infrastructure company architecting a complete AI factory the full stack hardware software and systems to power the next global industrial revolution one of the highlights of the keynote was the announcement of NVIDIA NVLink Fusion this groundbreaking technology opens our world-class NVLink scaleup interconnect enabling partners to build semi-custom AI infrastructure. They can integrate their own ASICs or CPUs with NVIDIA's leading AI ecosystem fostering unprecedented innovation within a standardized rack design Blackwell is in full production powering AI from desktops to data centers we showcase the upcoming Grace Blackwell GB300 systems promising another massive leap in performance and efficiency for demanding AI workloads arriving in Q3 later this year we're also bringing Blackwell to every enterprise we announced RTX Pro Servers with integrated CX8 networking optimized for NVIDIA AI software to power AI agents and generative AI applications built with NVIDIA Blueprints we also highlighted the broad ecosystem of partners that make enterprise AI factories possible from the infrastructure to orchestration and AI ops and agentic AI platform builders RTXPro Servers also provide the ultimate platform for large-scale digital twins and physical AI use cases like industrial robotics for physical AI he introduced tools like Isaac Group Dreams blueprints to accelerate intelligent robot development and with Nvidia Omniverse blueprints companies are building digital twins to optimize massive factory designs as a testament to our continued investment in Taiwan's vital ecosystem we announced a partnership with Foxcon and the Taiwan government to build an AI factory supercomputer here bringing Blackwell to researchers and industries including TSMC then Jensen closed the show with the stunning reveal of our new Taiwan office NVIDIA Constellation and GTC Taipei itself is where the vision came alive it was a phenomenal experience buzzing with energy attendees connected directly with NVIDIA experts and our vibrant ecosystem of developers customers and partners they dove deep into expert-led sessions and participated in incredible live demos spanning generative AI industrial digitalization robotics and large language models our hands-on technical workshops which were completely sold out allowed many to get practical skills with next generation NVIDIA technologies and tools even earning certificates of competency from researchers to educators GTC Taipei provided invaluable insights and resources every announcement every demo every workshop at GTC Taipei has spun the AI factory flywheel even faster NVIDIA is delivering the full stack AI infrastructure for the new age our journey to becoming a leading AI infrastructure company has been remarkable and Computex 2025 has set the stage for what's next thank you for joining us let's build that future together.