LIVE: Nvidia CEO Jensen Huang speaks at Computex
TL;DR
Nvidia CEO Jensen Huang declares that agentic AI has arrived, driving a 3x surge in software development productivity and triggering the largest infrastructure buildout in history with $100 billion AI factories powered by the new Vera Rubin architecture.
🤖 Agentic AI & Developer Productivity 4 insights
Agentic AI officially arrives as profit driver
Huang announced that agentic AI has shifted from concept to profitable reality, transforming tokens into revenue-generating units that justify massive infrastructure investments.
GitHub commits triple in early 2026
Software development output measured by GitHub commits exploded from 300 million in 2023 to nearly triple the 2025 volume in just the first months of 2026.
$3 trillion salary generating $9 trillion output
Global software engineer salaries totaling $3 trillion annually now produce approximately $9 trillion in productive value due to AI assistance, driving demand for more engineers rather than job cuts.
CUDA X libraries become agent tools
Nvidia's 20 years of CUDA libraries are being repurposed as specialized skills that agents can autonomously discover and utilize through new orchestration harnesses.
⚡ Vera Rubin Architecture Revolution 3 insights
Vera Rubin is a full-stack system, not just a GPU
The platform integrates Vera GPUs, Vera CPUs, revolutionary storage systems, CX9 networking, BlueField DPUs, and DOA software into a single cohesive architecture designed for confidential computing.
New disaggregated computing model emerges
Agentic AI requires a distributed architecture where the LLM acts as the brain, the harness as the body, and tools operate across different CPUs and GPUs like a workshop with specialized equipment.
AI memory systems revolutionize data storage
Advanced KV caching, compaction, and ontology management for AI working memory will fundamentally transform enterprise storage architectures to support agent reasoning.
🏭 AI Factory Infrastructure Buildout 3 insights
$100 billion per gigawatt AI factories coming
By decade's end, 100 gigawatts of AI factory capacity will come online, with individual facilities costing up to $100 billion per gigawatt to construct and operate.
DSX platform manages entire AI factory lifecycle
Nvidia's DSX provides a full-stack blueprint including DSX SIM for Omniverse digital twin validation, DSX OSS for operations, and DSX Max LPS for dynamic power optimization that reduces overprovisioning by 40%.
Taiwan ecosystem drives 10% GDP growth
Huang credited Taiwan's supply chain ecosystem with enabling the AI revolution, noting the region's annual GDP is projected to grow nearly 10% due to skyrocketing compute demand.
Bottom Line
Organizations must immediately prepare for agentic AI by architecting disaggregated computing infrastructure and treating AI factories as strategic energy assets requiring full-stack optimization from chips to grid.
More from Reuters
View all
LIVE: WHO chief, experts brief media on Ebola outbreak
WHO officials reported 344 confirmed Ebola cases across the DRC and Uganda caused by the Bundibugyo virus, warning that contact tracing remains critically insufficient while no vaccines or therapeutics are yet available, and emphasized that ending the outbreak depends more on community trust and leadership than biomedical interventions.
LIVE: OECD presents its global economic outlook
The OECD's latest economic outlook warns of slowing global growth and rising inflation amid geopolitical tensions and supply chain disruptions, urging governments to adopt market-friendly industrial policies that boost productivity while avoiding protectionist distortions and addressing trade imbalances through multilateral cooperation.
LIVE: NXP CEO Rafael Sotomayor speaks at COMPUTEX
NXP CEO Rafael Sotomayor introduces the 'Neural Axis' architecture as the essential blueprint for physical AI, advocating for distributed edge intelligence across three independent layers—reasoning, coordination, and reflex—to achieve the ultra-low latency, safety, and energy efficiency required for autonomous robots, drones, and vehicles.
LIVE: Canada trade minister speaks in Washington, DC
Canadian Trade Minister Dominic Leblanc met with U.S. Trade Representative Jamieson Greer in Washington to advance a 16-year extension of the USMCA trade agreement, expressing optimism for a July 1st consensus while acknowledging ongoing disputes over sectoral tariffs and preparing for potential trade turbulence.