Taipei: AI has become a driver of profits and GDP growth, Nvidia Corp. founder and CEO Jensen Huang said Monday, as the company unveiled a new AI-PC chip developed with MediaTek Inc. and Taiwan Semiconductor Manufacturing Co. (TSMC). Delivering the opening speech at Nvidia GTC Taipei, Huang emphasized that artificial intelligence (AI) is no longer just an experimental technology without a revenue stream.
According to Focus Taiwan, Huang stated that AI has transformed into a profit and GDP generator, with growing demand for AI services spurring investment in computing infrastructure globally. As AI becomes more beneficial, tokens generated by AI models have become profitable units of revenue, encouraging companies to produce more tokens, establish AI factories, and expand computing capacity.
Despite Nvidia's profitability in producing hardware foundational to the AI boom, there are questions about whether companies investing heavily in infrastructure will eventually profit. A report by The Guardian in November 2025 highlighted that OpenAI plans to spend US$1.4 trillion over eight years, despite having only US$13 billion in annual revenues.
Huang further mentioned that AI would increase demand for human resources rather than cause job losses, despite recent layoffs by major firms like Meta and Amazon as they gear up to compete in AI. He noted a rise in software development activity on GitHub, attributing this to AI-assisted coding enhancing productivity and driving demand for more software engineers.
The speech emphasized that AI agents could become a form of digital labor, with billions of AI agents potentially operating across various sectors in the future. Huang envisaged these AI systems performing tasks beyond answering questions, functioning more like digital workers due to their memory, reasoning, and software tool usage capabilities.
Huang also envisioned "an AI supercomputer in your house" running multiple agents to assist in research, work assignments, and daily activities. This vision was partially realized with the introduction of Nvidia's N1X processor, developed with MediaTek and manufactured using TSMC's 3-nanometer process technology.
This new chip will power Nvidia's RTX Spark series of laptops, marking what Huang described as the first major reinvention of personal computers in four decades. These future PCs will integrate device-based AI agents and large language models to autonomously execute complex tasks.
The first RTX Spark laptops are expected to launch this fall through partners like Acer, AsusTek, Gigabyte, MSI, Dell, HP, Lenovo, and Microsoft. Additionally, Huang announced that Nvidia's next-generation Vera Rubin platform has entered full production, designed for agentic AI workloads and developed with 150 Taiwanese supply chain partners.
Highlighting Taiwan's pivotal role in the AI industry, Huang praised the country as home to "the richest ecosystem" and "the world's best supply chain ecosystem," expressing gratitude for Taiwan's support from the beginning to the launch of Vera Rubin.