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An absolute legendary moment at #COMPUTEX2026#! @nvidia's CEO Jensen Huang stopped by our booth to celebrate #GIGABYTE#'s 40th anniversary milestone, marking four decades of innovation as we head into a future of infinite possibilities. ✨ #ENTERINFINITY#

Jensen announced on stage at #COMPUTEX2026# that we'll be among the first cloud providers to bring up @NVIDIA Vera Rubin NVL72, to help accelerate the era of AI factories. As part of NVIDIA's full-stack AI factory platform, Vera Rubin NVL72 is designed to run frontier and open-source models with exceptional performance, efficiency, and scalability—delivering more intelligence per watt and lower token costs at scale. It's GO time. ⚡️

Every software company just got a second life and Jensen just explained why (Save this). The conventional fear was straightforward, AI agents replace human workers, human workers use software tools, therefore agents destroy SaaS. Jensen Huang stood on stage at Computex 2026 and walked through exactly why that logic is backwards. Agents don't replace software, they consume it at machine speed, around the clock, without weekends. Here's the actual architecture Jensen laid out. An agent isn't just a large language model but rather an LLM sitting inside a harness that manages memory, orchestrates tool use, routes context, and plans iterative actions. That harness has to constantly call tools, spreadsheets, databases, browsers, and code engines, with every reasoning loop triggering another tool call. A human might use Salesforce 40 hours a week, an agent running inside a company uses it 168 hours a week and never misses a context window. The GitHub data Jensen showed on stage makes it tangible, 90 million pull requests merged, 1.4 billion commits, and 20 million new repositories created every month. As of April 2026, GitHub is processing 275 million commits per week on pace for roughly 14 billion by year end, a 14x explosion in a single year and AI agents are the source. Pull requests opened by AI agents went from 4 million in September 2025 to 17 million in March 2026 more than 4x in six months. That's AI becoming the largest software user on earth. Goldman Sachs quantified the downstream effect last month, token consumption is expected to multiply 24x by 2030, reaching 120 quadrillion tokens per month globally. A traditional chatbot consumes roughly 1,000 tokens per session, an embedded copilot burns 5,000 tokens per day while a continuously running enterprise agent? Over 100,000 tokens per day. The software companies that figured this out first are already printing money, Salesforce Agentforce hit $800 million ARR growing 169% year over year, with 29,000 deals closed. ServiceNow's Now Assist crossed $600 million in ACV, just raised its full year target to $1.5 billion, and told investors that when its agents replace a 20-person support team, total ServiceNow spend by that customer grows more than 5x even after accounting for reduced seat licenses. Workday delivered 1.7 billion AI actions across its platform in fiscal 2026. The key unlock Jensen pointed to and what investors need to understand is MCP, the model context protocol is the interface layer that makes software agent-readable. Software that supports MCP can be called by any agent, from any model, through any harness. Anthropic created it, OpenAI, Microsoft, and Google all adopted it and it was donated to the Linux Foundation. It is effectively becoming the HTTP of agentic computing. Software companies with native MCP support are plugged into the agent economy. Software companies still waiting are one product cycle away from becoming invisible to the fastest-growing category of software users in history.

黄仁勋在 Computex 2026 大会：This is the next trillion-dollar company! Marvell 就是下一个万亿美金巨头！ $MRVL 美满科技，现在1910亿美元市值，还有 5.2 倍！ Marvell 在网络芯片、光互联和定制芯片上正好卡位，是AI 下半场的最大瓶颈！

instead of watching 2 hours of Netflix tonight, watch this 12-minute Nvidia Computex 2026 keynote from Jensen Huang it's the clearest explanation I've seen of where AI agents, robots, and personal computers are actually heading useful whether you've never built an agent or have been using Claude, Chatgpt, Kimi every day for the past year and if you want to see how China is already running 1 trillion parameter — the complete guide to 7 free Kimi Skills is waiting below too.

《美股巨头的桃园三结义》 这应该是一场极为罕见且重磅的X联手了，NVIDIA（英伟达）、Windows（微软）和 Arm 三家官方账号发布了完全相同的文案。 之前只在币圈看到过这种多个大账户联合发类似风格的推文搞营销的，这次在科技巨头们身上也看到了。 NVIDIA 市值全球No.1 ：约 5.11 万亿美元 Microsoft 市值全球前4：约 3.34 万亿美元 Arm Holdings 市值全球第33：约 3770 亿美元 三家加起来总市值8.8万亿美金的公司要在(25.0528, 121.5990)这个坐标一起搞事，而这个经纬度就是台北市的台北流行音乐中心Taipei Music Center）附近。 这里正是英伟达 CEO 黄仁勋在 2026 年台北电脑展（Computex 2026）期间举办重量级主题演讲的场馆。 所以意味着这三家巨头将在接下来的 Computex 展会上共同宣布一个强强联合的软硬件抱团了。 @nvidia 是GPU 与 AI 算力，@Microsoft 是操作系统， @Arm 是最牛逼的指令集架构供应商，这波联手很像是 Nvidia和微软要合力把ARm带入主流 Windows PC 市场，抢 Intel/AMD 的份额，同时抓住 AI PC 的下一波红利。 选周末做这个营销就是想趁还没开盘做一个情绪酝酿。消息出来后三只股票尤其是 $MSFT $ARM 的 RWA 代币都暴涨，美股开盘大概率要蹦跶了。

Nvidia going to launch something big during Computex 2026 NVIDIA is expected to unveil its long-rumored N1X chip during Jensen Huang’s Computex keynote on June 1. According to multiple leaks, the N1X is an ARM-based processor for Windows laptops that combines CPU, graphics, and AI tasks into a single chip. What makes the N1X especially interesting is NVIDIA’s graphics technology. Reports suggest Blackwell-based graphics that could give thin and light laptops much stronger gaming and AI performance than current Windows-on-ARM devices. References to the chip have reportedly appeared in partner systems, with several reports pointing to Computex as its debut.