At the Nvidia GPU Technology Conference (GTC) on Thursday, CEO and founder Jensen Huang underscored that Nvidia is no longer just a chipmaker. Declaring the company the “AI factory” of the world, Huang projected that Nvidia’s data center infrastructure revenue will hit US$1 trillion by 2028.
Since 2009, Nvidia GTC has brought together developers, engineers, researchers, inventors, and IT professionals each year. The event opens with a keynote from Huang, followed by expert-led sessions exploring the latest breakthroughs in artificial intelligence.
In his two-hour keynote, Huang said AI has seen extraordinary progress over the past decade. What began as perception and computer vision evolved into generative AI and now into agentic AI—AI with reasoning and autonomous decision-making capabilities. The next frontier, he said, is robotics.
Huang unveiled Isaac GR00T N1, an open-source foundation model designed to accelerate humanoid robot development. Integrated with an enhanced Cosmos AI, this model will generate simulated training data to advance robotics applications.
Additionally, Huang pointed to surging demand for Nvidia’s GPUs among the top four cloud service providers—Microsoft, Google, Amazon, and Oracle. He asserted that Nvidia is becoming a foundational company by which other companies are built.
Boosted by optimistic sentiment from the Nvidia GTC conference, Nvidia-related stocks and the broader industry in Taiwan saw gains Thursday morning.