With today’s kick-off of Computex 2025 in Taipei, one name traditionally takes center stage on the tech agenda: Jensen Huang, CEO of NVIDIA, will once again deliver the official keynote at the Taipei Music Center this year. The presentation begins at 11:00 a.m. local time (Taiwan), which corresponds to May 18 at 8:00 p.m. Pacific time – and promises to last around 90 minutes according to the agenda. For observers of the semiconductor industry, this should not only be a must-attend event, but also an indicator of the company’s upcoming strategic cycles.

Focus: AI infrastructure with Blackwell Ultra and GB300

The focus will be on the extended Blackwell platform – internally referred to as Blackwell Ultra AI. Huang is expected to unveil details of the GB300 chips, which are regarded as the successor to the already established Hopper and Blackwell accelerators. These chips are intended to set new standards, particularly in the AI training sector. In view of the growing demand for AI infrastructure and computing power, NVIDIA is likely to present a roadmap aimed at next-generation data centers. It is already known that several hyperscalers – including customers from the Arab world – have ordered several hundred thousand of these GPUs. In collaboration with AMD and the Saudi PIF subsidiary HUMAIN, so-called “AI factories” are to be created there. Today’s announcement is likely to shed light on further aspects of this cooperation and presumably address geopolitically motivated evasion strategies towards China and Taiwan – even if this is done between the lines.

RTX 5060 & new software initiatives for consumers

In addition to the professional segment, NVIDIA is also likely to address new products for the consumer market. The GeForce RTX 5060 is being discussed as the lower mid-range solution of the new RTX 50 series. No revolutionary architectural changes are expected, but improvements in energy efficiency, ray tracing performance and software integration. The software part in particular is likely to be larger, as NVIDIA is increasingly focusing on AI-supported workflows in gaming, content creation and general PC use. Corresponding updates for Broadcast, Canvas or RTX Remix could be part of the presentation – however, specific product names have not yet been leaked.

Taiwan as a strategic center

Another not insignificant aspect of the event is likely to be Taiwan’s positioning within the global supply chain. In the past, NVIDIA has maintained close ties with TSMC, the sole manufacturing partner for most high-performance GPUs. In view of increasing tensions in the Asia-Pacific region and growing US influence on supply chains, Jensen Huang could announce further measures to anchor himself more firmly in Taiwan – or, conversely, reveal diversification plans with locations in Japan, South Korea or the USA.

Symbolism and stage production

The fact that the keynote will once again be held live at the Taipei Music Center – with a physical audience and a large media presence – underlines the company’s claim to leadership. NVIDIA sees itself as a pioneer of a new AI era and is using Computex as a stage to strategically position its narrative: as an innovator, but also as an infrastructural cornerstone for new digital value chains.

Source: Nvidia

https://www.igorslab.de/en/nvidia-computex-2025-jensen-huang-unveils-new-blackwell-infrastructure-and-consumer-strategy-live-in-taipei/