Nvidia laid out the next phase of its push into artificial intelligence at the Computex conference in Taipei, where chief executive Jensen Huang unveiled a new computing platform called Rubin and staked a claim in the market for AI-enabled personal computers. Huang said the company was, in his words, "reinventing the personal computer," as he presented hardware spanning data centres, laptops and robotics.
At the centre of the announcements was the Rubin platform, which Nvidia described as a family of six new chips designed to work together as a single AI supercomputer. The company said leading AI laboratories, including Anthropic and OpenAI, were looking to Rubin to train larger and more capable models, extending Nvidia’s grip on the infrastructure underpinning the industry.
Huang also said Nvidia’s Vera central processors for data centres were now in full production and would be "our new major growth driver" as demand rises for systems built around AI agents. He named Anthropic, OpenAI and SpaceX’s AI effort among early customers for the chips, which pair with the company’s graphics processors in large training clusters.
In a move beyond its data-centre stronghold, Nvidia introduced a processor for Windows laptops, putting it into more direct competition with established PC chipmakers. The company said new models from brands including Microsoft and Dell would arrive later in the year, a development that lifted Microsoft’s shares while weighing on Intel.
Huang rounded out the presentation with a humanoid robot, Isaac GR00T, which Nvidia said stands nearly six feet tall and is fitted with five-fingered hands capable of fine manipulation. The demonstration reflected the company’s growing interest in robotics as a future market for its chips and software.
The breadth of the announcements underscored how central Nvidia has become across the AI economy, from the supercomputers that train frontier models to the laptops and robots that might one day run them. For investors, the open question is whether demand can keep pace with a product roadmap that the company keeps accelerating.