NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis

NVIDIA press releases from GTC Taipei at Computex 2026: **Next-Gen Hardware & Silicon Architecture** * Vera (CPU for Agents): New CPU architecture designed to handle the heavy workloads of AI agents. * Vera Rubin: Confirmed to be ramping into full production to power agentic AI factories globally. * Vera BlueField-4 STX: Bringing agentic AI storage processing with hardware-level security built into the silicon. **Enterprise AI & PC Ecosystem** * Microsoft Partnership: Collaboration to reinvent Windows PCs for local, personal AI processing. * DGX Station for Windows: Trillion-parameter AI supercomputer on enterprise desks. * Enterprise Software Alliances: Major software leaders are officially building their corporate AI agents on top of Nvidia's stack. **Infrastructure, Foundries & Industrial Partnerships** * NVIDIA DSX: A new framework giving infrastructure builders the blueprint to deploy AI factories efficiently. * TSMC Partnership: Bringing Nvidia AI directly into TSMC's fabs to optimise and advance next-gen semiconductor design and manufacturing. * Foxconn and Taiwan Medical Collaboration: Bringing physical and agentic AI into healthcare systems under the Healthy Taiwan initiative. **Physical AI, Robotics and Autonomous Vehicles** * DRIVE Hyperion: Positioned as the global platform for robotaxis, signaling mass commercialisation scaling. * Isaac GR00T Reference Humanoid: Released for academic research to standardize humanoid robot development. * Cosmos 3: A new open frontier foundation model designed for Physical AI. * Alpamayo 2: An open reasoning model built to power the logic and decision making of robotaxis. * Open Source Agent Tools: Released a big collection of open source tools and skills to accelerate development in physical AI. https://nvidianews.nvidia.com/online-press-kit/gtc-taipei-at-computex-2026-news -------- Positions: Long NVDA, MSFT and TSM. NFA.