NVIDIA’s Groundbreaking Announcements at Computex 2025
NVIDIA CEO Jensen Huang recently presented a series of groundbreaking innovations in AI technology at Computex 2025, of great interest to investors. Here are the four most significant announcements that highlight future investment opportunities.
1. NVLink Fusion Program
Jensen Huang announced the NVLink Fusion program, which allows the use of non-NVIDIA processors and graphics processors in conjunction with NVIDIA products. This technology enhances the flexibility of NVIDIA systems by enabling efficient data exchange between GPUs and CPUs. This innovation could significantly boost NVIDIA’s competitiveness and set new standards in AI infrastructure.
2. Strategic Partnership with HUMAIN
NVIDIA has announced a strategic partnership with HUMAIN, a subsidiary of the Saudi Public Investment Fund. This partnership aims to build AI infrastructures in Saudi Arabia, with HUMAIN set to deploy several hundred thousand NVIDIA GPUs over a period of five years. Additionally, NVIDIA’s InfiniBand networking technology and the Omniverse platform will be utilized, which could significantly increase NVIDIA’s revenues from the datacenter segment.
3. Blackwell Supercomputer Rollout
NVIDIA has accelerated the rollout of the Blackwell GB300 Grace Blackwell AI Supercomputer, resulting in a significant rise in demand for NVIDIA GPUs. These supercomputers are equipped with NVIDIA InfiniBand networking technology and provide high performance for AI applications. The deployment of this technology in large projects such as the partnership with HUMAIN showcases NVIDIA’s potential to further strengthen its market position in the AI industry.
4. Impressive Growth in the First Quarter
NVIDIA recorded an impressive growth of 69% compared to the previous year in the first quarter of fiscal year 2026. This growth is primarily driven by the boom in AI computing. The strong demand for NVIDIA GPUs for AI applications demonstrates that the company is well-positioned to benefit from the growing importance of AI technology.
These developments indicate that NVIDIA continues to play a leading role in AI technology and is positioning itself for the future with innovative technologies and strategic partnerships.