Jensen Huang on AI infrastructure
From Jensen Huang's speech at Marvell keynote Computex 2026 · · NoRush Invest
“When you take a computing problem and you disaggregate it into a lot of parts and you distribute it across the entire data center, what's necessary is connectivity. That's the reason why Matt's doing so well. That's the reason why Marvell is so essential.”
On , Jensen Huang, Co-Founder, Chief Executive Officer, President & Director at NVIDIA, spoke about AI infrastructure during Jensen Huang's speech at Marvell keynote Computex 2026 on NoRush Invest.
About Jensen Huang
Jensen Huang delivered the keynote at Computex 2026 in Taipei on May 31, where he announced the RTX Spark superchip developed in partnership with MediaTek, a new product line that he said would "reinvent the personal computer" alongside Microsoft. Huang stated that the chip, which includes a Blackwell RTX GPU and 128 GB of unified memory, is designed to run AI agents locally on devices. He also announced that the company's Vera CPUs for data centers are in full production, describing them as "the CPU for the age of agents." During a subsequent appearance at Microsoft Build, Huang told Microsoft CEO Satya Nadella that "Vera Rubin was created for a world where these AIs are now agentic." Huang rejected the idea that AI reduces employment, calling the notion "complete nonsense." Speaking at Computex, he cited GitHub data showing that the number of software code commits had nearly tripled in early 2026 and argued that AI is turning $3 trillion in developer salaries into $9 trillion of economic productivity, making companies more likely to hire additional software engineers. During a brief visit to South Korea in early June, Huang said the "AI build out is accelerating" and identified robotics as "the next major sector" for investment in the country.