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Jensen Huang
Co-Founder, Chief Executive Officer, President & Director, NVIDIA

FULL CONVERSATION: Nvidia CEO Jensen Huang Makes Major AI Predictions Ahead of Computex 2026 | AI1G

📅 May 23, 2026 DWS News 17 MIN 160 VIEWS 53 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, Jensen Huang, Computex 2026, Nvidia AI, artificial intelligence, Taiwan news, AI chips, Vera Rubin, Nvidia CPU, Nvidia Taiwan, semiconductor industry, AI agents, China tech market, US...

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 ahead of Computex 2026 about his recent trip to China with President Trump, calling it a historic and successful summit. He discussed the $200 billion CPU market opportunity, which he said includes China and is a future market for Nvidia's new Vera CPU. Huang stated that Vera Rubin will be the most successful generation yet, with every frontier AI model company as a customer. He confirmed H200 has been licensed to ship to China, emphasizing that compute equals revenues. On Supermicro's investigation, he stressed compliance with laws. Huang highlighted Nvidia's growth, noting nearly 100% year-over-year growth, and discussed the importance of Taiwan's supply chain, with Vera Rubin systems containing almost 2 million parts and involving 150 ecosystem partners. He also addressed memory price inflation and the open-source AI community.

Key takeaways

  1. Vera Rubin will be the most successful generation, with every frontier AI model company as a customer.
  2. H200 has been licensed to ship to China, and Huang wants to serve that market.
  3. Nvidia grew almost 100% year-over-year and plans to continue growing fast.
  4. Vera Rubin systems have almost 2 million parts and involve 150 Taiwan ecosystem partners.

Numbers and commitments

FigureWhat it refers toTypeAt
$200 billion CPU market opportunity, including China guidance 6:06
almost 100% Year-over-year growth this quarter metric 10:29
2 million Parts in each Vera Rubin system metric 14:39
150 Ecosystem partners in Taiwan for Vera Rubin metric 14:39

Chapters

  1. 0:00Early arrival for Computex
  2. 5:42Trip to China with President Trump
  3. 6:06CPU market and Vera
  4. 6:36Vera Rubin demand
  5. 7:12H200 licensing for China
  6. 9:02Supermicro investigation
  7. 9:35Networking and Spectrum-X
  8. 10:29Supply chain and growth
  9. 12:05Taiwan office and open source
  10. 14:39Vera Rubin in Taiwan

Questions asked in this interview

12
  1. 3:46Wow, where did these pictures come from?
  2. 4:53Why do you come so early this time?
  3. 5:18So where do you go to night market?
  4. 5:57Now, do you mean that opportunity is between China as well?
  5. 6:32Are you seeing the more stronger than expected demand on Vera Rubin?
  6. 8:12Uh what's your view point on the CPU market?
  7. 8:46So, is there anything that you think Nvidia could do to prevent that from happening?
  8. 9:26How do you see the future of it?
  9. 11:50Yeah, you're shooting the video. Is that right?
  10. 12:58Will you meet together in Taiwan during your time in Taipei?
  11. 13:49Why is it so important to have your like own AI agent?
  12. 14:32Can you talk about the Vera Rubin in Taiwan supply chain for the new opportunity?
Unknown 0:15 ↗
Let's check that audio is okay.
It's good.
Okay.
Yeah, really? Yeah, really? Uh-huh, you did not.
All right.
Wow, where did these pictures come from? Yeah.
Jensen Huang 4:03 ↗
My wife doesn't even have teeth.
Unknown 4:09 ↗
Maybe she buys it from you.
So many thick shirts. Okay. I told all of them. Okay, man. Okay. Okay. Okay. Okay. Yeah.
All right. Go around. Okay. Go around. Okay. Okay. We're not going Okay. So we will come to the Okay. 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 4:59 ↗
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 okay. And and I have a company meeting and so I have a lot to do.
Unknown 5:18 ↗
So where do you go to night market?
Jensen Huang 5:21 ↗
I I I think I think I'll get some sleep tonight. Oh.
Unknown 5:27 ↗
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, what's your view on the current relationship between Taiwan and the United States?
Jensen Huang 5:42 ↗
Uh I was I was uh greatly honored to accompany President Trump to China. It was a historic trip. It was a very important trip and I applaud both presidents for having such a successful summit. It was an excellent meeting and it was a great honor to be there.
Unknown 5:57 ↗
Jensen, you talked about all the $200 billion CPU market for green cards. Now, do you mean that opportunity is between China as well?
Jensen Huang 6:06 ↗
I would think so. You know, $200 billion is is not today, it's someday. And and it includes, of course, all the data center CPUs. And this is a new market for us. 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 6:32 ↗
Are you seeing the more stronger than expected demand on Vera Rubin?
Jensen Huang 6:36 ↗
Vera Rubin is going to be the most successful generation so far. Hopper was very successful, of course. Grace Blackwell has been incredibly successful and Vera Rubin is going to be even more successful than that. In in Hopper, we only had one or two frontier AI model companies working with us. Now, we have every frontier AI model company working with us. So, so the every cloud, every computer company, every frontier model, so it's going to be a very fast ramp.
Unknown 7:08 ↗
Update the model H200 for Chinese customers.
Jensen Huang 7:12 ↗
H200 has been licensed to ship to China. It would be it would be terrific to be able to serve that market. The Chinese market is very important, it's very large, of course. And we have an opportunity to increase the capacity of computing in China, it would be it would be terrific. As you know, 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 if we can provide incremental capacity into China, it'll be terrific.
Unknown 7:51 ↗
Are you going to discuss the construction of time? Uh sorry. Yeah, yeah, the construction of new Nvidia office.
Jensen Huang 7:58 ↗
Well, do you have Mary Mary's time? Uh I just sent him an email. I'm looking forward to seeing him. I'm sure I will see him. Maybe have to meet CC tonight or this week? Uh I am sure I will see CC. Yes, I'm planning to.
Unknown 8:12 ↗
market? I'm sorry? Uh what's your view point on the CPU market? It seems that it grow a lot according to annual uh report. Yeah.
Jensen Huang 8:21 ↗
Um as the the reason why the CPU market is growing very fast is because uh these AI agents has become very smart. And AI can now use tools. And the tools run on CPUs. Uh we have This is a a new market for us. We have a We have a brand new CPU called Vera. And Vera CPU is going to be very very successful. It's going to be a big growth opportunity for us.
Unknown 8:46 ↗
Um Taiwan prosecutors this week also said that they are investigating Supermicro servers that containing Nvidia chips to China from Taiwan. So, is there anything that you think Nvidia could do to prevent that from happening?
Jensen Huang 9:02 ↗
Well, we're very We're rigorous in explaining to all of our partners um all of the world's laws and regulations. And uh we insist that they're compliant with laws and regulations. Uh ultimately, Supermicro has to run their own company just as everybody has to run their own company. And I hope that they will they will enhance and improve their regulation compliance and avoid that from happening in the future.
Unknown 9:26 ↗
After Spectrum X launch, everyone is talking about like CPU technology. How do you see the future of it?

21 more exchanges in this transcript

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Cite this transcript

APA, MLA, BibTeX
APA

Huang, J. (2026, May 23). FULL CONVERSATION: Nvidia CEO Jensen Huang Makes Major AI Predictions Ahead of Computex 2026 | AI1G [Interview transcript]. DWS News. CEOInterviews.AI. https://ceointerviews.ai/interview/939385/

MLA

Jensen Huang. "FULL CONVERSATION: Nvidia CEO Jensen Huang Makes Major AI Predictions Ahead of Computex 2026 | AI1G." DWS News, 23 May. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/939385/.

BibTeX
@misc{huang2026_939385,
  author       = {Jensen Huang},
  title        = {FULL CONVERSATION: Nvidia CEO Jensen Huang Makes Major AI Predictions Ahead of Computex 2026 | AI1G},
  howpublished = {Interview transcript, DWS News. CEOInterviews.AI},
  year         = {2026},
  month        = {may},
  url          = {https://ceointerviews.ai/interview/939385/},
  note         = {Speaker-attributed transcript with timestamps}
}