NVIDIA GTC Taipei 2026 Keynote

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NVIDIA GTC Taipei 2026 Keynote Address

On June 1, NVIDIA CEO Jensen Huang will take the stage at GTC Taipei 2026 at the Taipei Music Center, delivering his keynote address at 11:00 AM Beijing time!

Just last week, NVIDIA reported record-breaking Q1 FY2027 earnings, yet its stock price underwent a short-term correction. As of May 26, the share price stood at $214.86, with a market cap still firmly above $5 trillion. The market generally believes that although NVIDIA's AI foundation remains unshakable, the earnings backdrop is gradually being priced in.Bulls are eagerly awaiting positive news on next-generation technologies to reshape market expectations.

So, in the upcoming GTC Taipei keynote,what fresh insights will Jensen Huang share regarding the future of AI?

Highlight #1: Focus on the 'Five-Layer Cake'—A New Blueprint for the AI Ecosystem

$NVIDIA (NVDA.US)$Observers note that the AI industry is entering a new development phase, expanding beyond traditional computing into emerging areas such as Physical AI and Agentic Systems.Huang is expected to further elaborate on his proposed 'Five-Layer Cake' architecture—spanning from foundational energy supply all the way up to top-layer application scenarios—and explain how the entire ecosystem can scale in concert to support the next wave of AI innovation.

Highlight #2: New developments around the Vera Rubin platform spark excitement for AI PCs

The most anticipated aspect of this keynoteis undoubtedly more details on the next-generation AI computing platform, 'Vera Rubin.'Jensen Huang previously stated outright that Vera Rubin is off to an exceptionally strong start and will be 'more successful than Grace Blackwell.'

On the eve of Vera Rubin’s large-scale deliveries in the second half of the year, will this keynote reveal major updates on its commercial rollout, performance benchmarks, or first customers?

In addition,The market anticipates the highly anticipated unveiling of Arm-based AI flagship laptop platforms 'N1' and 'N1X,' seen as NVIDIA’s pivotal move to officially enter the AI PC arena and challenge the premium laptop market.

Highlight #3: Physical AI and Edge Computing — Jetson Thor Module Could Steal the Show

While industry attention remains focused on data centers,physical AI and edge computing are quietly surging. In its latest earnings report, NVIDIA disclosed 'edge computing' as a standalone segment for the first time, reporting quarterly revenue of $6.4 billion, up 29% year-over-year.The Jetson Thor module, designed for robotics and intelligent scenarios, represents NVIDIA’s critical step in deploying physical AI at the edge—whether it delivers new performance breakthroughs will be worth watching.

Beyond the above highlights, the market also holds out hope for unexpected surprises during this keynote.Vera Rubin, AI PCs, robotics... just how many big announcements will Jensen Huang unveil?

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