NVIDIA, Arm and Microsoft posted coordinated teasers around “A new era of PC,” tied to mysterious coordinates pointing to Taipei. The report frames the move as a pre-COMPUTEX push, with NVIDIA’s rumored N1X Arm chip expected to appear at GTC Taipei. Still, skepticism remains around delays, high pricing, and backlash against overused AI PC messaging.
NVIDIA CEO Jensen Huang hosted key Taiwanese supply chain partners, with senior leaders from TSMC, Foxconn, and Quanta attending the high-profile dinner. The report frames the event as a signal of Taiwan’s central role in AI hardware, from advanced chips to manufacturing and servers. Huang also said TSMC leads Huawei by 10 years, underscoring the strategic weight of semiconductor capability.
NVIDIA CEO Jensen Huang appeared at the site of the company’s planned new Taiwan headquarters in Beitou-Shilin. The building centers on a “transparent” design concept, using an all-glass curtain wall to symbolize trustworthiness. According to the report, construction is planned to begin by the end of 2026, with completion and opening expected in 2030.
Nvidia 執行長黃仁勳指出,公司的下一個重大成長動能將是專為 AI Agent(人工智慧代理)設計的 CPU 市場,估值高達 2000 億美元。隨著 AI 技術從單純的對話生成轉向能自主執行任務的 Agent,底層運算架構的需求也正在發生轉變。這項預測顯示出 Nvidia 除了在 GPU 領域稱霸外,也正積極佈局 CPU 與整體系統級的 AI 生態系。