NVIDIA CEO Jensen Huang keynote live news blog from GTC Taipei 2026 - TweakTown

NVIDIA CEO Jensen Huang is set to deliver a keynote speech at the GTC Taipei 2026 conference, a pivotal event in the global semiconductor and AI industry. The presentation is expected to highlight adv... Read original →

Jensen Huang’s GTC Taipei keynote is less a product showcase and more a strategic declaration shaping the AI hardware ecosystem. The push toward 3nm with full EUV adoption will accelerate a shift to chiplet-based GPU architectures, intensifying demand for TSMC’s CoWoS packaging and forcing EDA toolchains to evolve. Geopolitically, tightening U.S. export controls on advanced AI compute compel NVIDIA to navigate a precarious balance between Taiwan, China and global markets—any architecture reliant on sub-3nm nodes now faces heightened compliance overhead, adding >15% to operational costs. While AMD and Intel lack near-term parity in AI training, they’ll likely counter with edge-focused ASICs and custom inference solutions. Over the next 18 months, performance-per-watt will dominate data center procurement; without a 3x efficiency leap, NVIDIA’s moat risks erosion from hyperscaler in-house silicon.