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Jensen Huang
Jensen Huang NVDA
Co-Founder, Chief Executive Officer, President & Director, NVIDIA
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“Compute Equals Revenues” Nvidia CEO Jensen Huang Speaks in Taiwan Ahead of Computex 2026 | AI1G

📅 May 23, 2026 DWS News 10 MIN 303 VIEWS 45 SEGMENTS · 2 SPEAKERS
Nvidia CEO Jensen Huang made major headlines after arriving in Taipei ahead of Computex 2026, revealing explosive demand for Nvidia’s next-generation AI systems and calling China a “very important” market. Huang discussed AI infrastructure, Vera Rubin chips, Taiwan’s role in the AI boom, semiconductor supply chains, and the future of AI agents, while hinting at Nvidia’s massive expansion plans in Taiwan. Nvidia CEO Jensen Huang Makes Major AI Predictions Ahead of Computex 2026 Jensen Huang Says Nvidia’s Next AI Launch Could Be Biggest In Taiwan History “Compute Equals Revenues” — Jensen Huang...

What Jensen Huang said

Written from the verified transcript and checked against it. Every figure links to the moment it was said.

Jensen Huang, Nvidia's CEO, spoke in Taiwan ahead of Computex 2026, discussing his trip to China with President Trump, the $200 billion CPU market, demand for Vera Rubin, H200 exports to China, the CPU market's growth, Supermicro's compliance issues, Spectrum-X Ethernet, supply chain capacity, and Nvidia's investments in Taiwan. He said the China trip was historic and successful, and that the $200 billion CPU market is a future opportunity, including in China. He called Vera Rubin the most successful generation yet, with every frontier AI model company as a customer. He confirmed H200 is licensed for China and that compute equals revenues. He urged Supermicro to improve compliance. He highlighted Nvidia's growth, nearly doubling year-over-year, and its support for partners. He mentioned a new Taipei office and open source's benefits.

Key takeaways

  1. Vera Rubin will be the most successful generation, with every frontier AI model company as a customer.
  2. H200 is licensed to ship to China, and Huang sees opportunity to increase computing capacity there.
  3. Nvidia grew almost 100% year over year this quarter and expects continued fast growth.
  4. The $200 billion CPU market is a future opportunity, including in China, and Vera CPU is a new growth area.
  5. Nvidia is now the world's largest Ethernet networking provider with Spectrum-X.

Numbers and commitments

FigureWhat it refers toTypeAt
$200 billion Future data center CPU market size guidance 4:01
almost 100% Year-over-year revenue growth this quarter metric 8:24

Chapters

  1. 0:00Early arrival and plans
  2. 3:26China trip with President Trump
  3. 3:53CPU market opportunity
  4. 4:27Vera Rubin demand
  5. 5:02H200 exports to China
  6. 5:49New Taipei office
  7. 6:09CPU market growth drivers
  8. 6:40Supermicro compliance
  9. 7:23Spectrum-X and networking
  10. 8:17Supply chain capacity

Questions asked in this interview

12
  1. 1:43Wow, where'd these pictures come from?
  2. 2:48Why do you come so early this time?
  3. 3:13So where do you go to night market tonight?
  4. 3:26And after your trip, uh what's your view on the current relationship between Taiwan and the United States?
  5. 3:53Do you mean that opportunities in China as well?
  6. 4:27Are you seeing the more stronger than expected demand on Vera Rubin?
  7. 6:09Uh what's your viewpoint on the CPU market?
  8. 6:40So, is there anything that you think Nvidia could do to prevent that from happening?
  9. 7:23How do you see the future of it?
  10. 8:17How can we ensure our capacity?
  11. 9:13So how's Nvidia also have to help the buyer to expand the capacity financially or are you planning to?
  12. 9:45Like the new office you're shooting Taipei?
Unknown 0:02 ↗
Good trick.
Hi. It's very hot, isn't it? It's very hot.
Yeah. Yeah. Thank you. Thank you. It's all right.
Yeah, really? Yeah, really? Uh-huh, you did not. We did say that.
Yeah, it was a little bit. Yeah, yeah. No, no, it's not.
This one? All right. One.
Wow, where'd these pictures come from? Yeah. It's all right, dude. It's all right, dude. Uh-huh. Good picture.
Jensen Huang 1:58 ↗
My wife doesn't even have Facebook.
Unknown 2:04 ↗
Maybe she buys it from you.
So many pictures. I took all of them.
Okay, goodbye everybody. Yeah. Come back. Or else. Okay, okay.
Okay, so can I... So we will come to the... Okay.
Okay, thank you. Okay.
Yeah. Can we talk about like we got Computex on June 1st? Why do you come so early this time?
Jensen Huang 2:54 ↗
Well, I have a lot of work to do before then. I have customers to see, some partners to see, I have employees to see. And um, it's okay. It's okay. It's all... And and I have a company meeting and so I have a lot to do.
Unknown 3:13 ↗
So where do you go to night market tonight?
Jensen Huang 3:16 ↗
I I um I think I think I'll get some sleep tonight. Oh. Yeah.
Unknown 3:22 ↗
Be careful. Somebody pick that up before we step on it.
So how's your trip to China with President Trump? And after your trip, uh what's your view on the current relationship between Taiwan and the United States?
Jensen Huang 3:36 ↗
Uh I was I was a uh greatly honored to accompany President Trump to China. Uh it was a historic trip. It was a very important trip. And I applaud both presidents uh for having such a successful summit. It was an excellent meeting and it was a great honor to be there.
Unknown 3:53 ↗
Talk about the 200 billion CPU market for data. Do you mean that opportunities in China as well?
Jensen Huang 4:01 ↗
Uh I would think so. You know, 200 billion dollars is is not today. It's someday. And and um uh it includes, of course, uh all the data center uh CPUs. And this is a new market for us. Uh you you might have known at the last GTC I spoke about a new CPU we're building called Vera. And Vera is a really exciting CPU and I'll tell you more about it next week.
Unknown 4:27 ↗
Are you seeing the more stronger than expected demand on Vera Rubin?
Jensen Huang 4:31 ↗
Uh Vera Rubin is going to be the most successful generation so far. Uh Hopper was very successful, of course. Grace Blackwell has been incredibly successful. And Vera Rubin is going to be even more successful than that. Uh in in Hopper, we only had uh one or two frontier AI model companies working with us. Now, we have every frontier AI model company working with us. So So the uh every cloud, every computer company, every frontier model. Uh so it's going to be a very fast ramp.
Unknown 5:02 ↗
Which is article? I'm glad that more H200 for Chinese customers.
Jensen Huang 5:07 ↗
Uh H200 has been licensed to ship to China. Uh it would be it would be um uh terrific to be able to serve that market. The Chinese market is very important. It's very large, of course. And if we have an opportunity to increase the capacity of computing in China, uh it would be it would be terrific. Uh as you know, uh in the world in the era of AI, computing equals revenues. And because the computer generates the tokens, and the tokens generates revenues. So in this era, compute equals revenues. And if uh if uh we can provide incremental capacity uh into China, it'll be terrific.
Unknown 5:46 ↗
Just article on the construction of the...
Jensen Huang 5:49 ↗
I'm sorry.

16 more exchanges in this transcript

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Cite this transcript

APA, MLA, BibTeX
APA

Huang, J. (2026, May 23). “Compute Equals Revenues” Nvidia CEO Jensen Huang Speaks in Taiwan Ahead of Computex 2026 | AI1G [Interview transcript]. DWS News. CEOInterviews.AI. https://ceointerviews.ai/interview/931865/

MLA

Jensen Huang. "“Compute Equals Revenues” Nvidia CEO Jensen Huang Speaks in Taiwan Ahead of Computex 2026 | AI1G." DWS News, 23 May. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/931865/.

BibTeX 
@misc{huang2026_931865,
  author       = {Jensen Huang},
  title        = {“Compute Equals Revenues” Nvidia CEO Jensen Huang Speaks in Taiwan Ahead of Computex 2026 | AI1G},
  howpublished = {Interview transcript, DWS News. CEOInterviews.AI},
  year         = {2026},
  month        = {may},
  url          = {https://ceointerviews.ai/interview/931865/},
  note         = {Speaker-attributed transcript with timestamps}
}