NVIDIA (NVDA) GTC Taipei 2026 Keynote summary

Opening remarks and ecosystem overview

• GTC Taiwan keynote highlighted the scale of the local ecosystem, with 70 watch parties and a strong supply chain presence in Taiwan.

• Emphasis on the growth of the ecosystem, with Taiwan's GDP projected to grow nearly 10%.

Arrival and impact of agentic AI

• Agentic AI has arrived, enabling software developers to triple productivity and drive $9 trillion in output from $3 trillion in salaries.

• AI is increasing demand for software engineers and tokens, making AI a profit and GDP generator.

• The new computing model centers on agents that observe, reason, plan, and use tools, orchestrated by specialized harnesses.

New computing architecture and Vera Rubin system

• Vera Rubin is a multi-rack, pod-scale system designed for agentic AI, integrating GPUs, CPUs, storage, and networking.

• Extreme co-design with 150 supply chain partners in Taiwan enabled rapid production and deployment.

• Vera Rubin features NVLink 72, BlueField DPUs, and advanced liquid cooling for efficiency and reliability.