Nvidia CEO Jensen Huang’s Computex keynote focused on the company’s future, but graphics cards took a backseat as he devoted much of his 90-minute+ talk to Nvidia’s burgeoning business of selling chips to power generative AI. 

No, we didn’t get Nvidia’s rumored push into Arm-based PC chips. Instead, Huang’s keynote was essentially a continuation of his speech at Nvidia’s GTC in March, where he unveiled the company’s four-year roadmap to build GPUs for AI data centers.

“We realize now that we’re an AI infrastructure company. An infrastructure company [that’s] essential all around the world,” Huang told the audience in Taipei, Taiwan. 

OpenAI, xAI, and Facebook’s parent Meta have purchased hundreds of thousands of Nvidia GPUs to build data centers capable of training and running next-generation AI programs. Huang describes them as “AI factories,” since they require huge amounts of electricity to generate direct revenue for clients, including powering next-generation robots.

(Credit: Nvidia)

As a result, Huang’s keynote focused heavily on enterprise-grade computing and AI software developers. This included showing off a GB300 server unit, which features Nvidia’s upcoming Grace Blackwell Ultra architecture and promises to offer a 50% performance increase over the existing Blackwell-powered GB200 unit. GB300 is slated to launch in Q3.

Despite the focus on AI, Huang didn’t entirely forget PC gamers. For a short moment early on in his keynote, he briefly displayed a GeForce RTX 5060 graphics card, which launches today starting at $299. On the other hand, he showed off a laptop built with the mobile-focused RTX 5060, which also arrives today.

(Credit: Nvidia)

Still, even Huang couldn’t help but poke fun at the company’s pivot away from GeForce graphics cards to AI. “GeForce brought us here. And now all of our keynotes are 90% not GeForce,” he said. “But it’s not because we don’t love GeForce.”

Unfortunately, Nvidia didn’t provide the press with software drivers for the RTX 5060 graphics card, so you’ll have to wait for our review. Check out a rundown of everything Huang had to say in the video above and follow PCMag for all the latest from Computex.

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About Michael Kan

Senior Reporter

I’ve been working as a journalist for over 15 years—I got my start as a schools and cities reporter in Kansas City and joined PCMag in 2017.

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