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Morgan Stanley says SemiAnalysis' report on Nvidia's planned large-scale shipments of 800VDC power architecture being pushed back to 2028 is contrary to their own supply chain checks at Computex. "Nvidia at GTC Taipei Indicated 800 VDC developments are ongoing with 800 VDC power rack being ready for mass production in 3Q26. +-400 VDC development has been redirected to 800 VDC focus across various hyperscalers."

🦞 Build-a-Claw has landed in Taipei. Learn how to build your first autonomous long agent at #NVIDIAGTC# Taipei. 📆 Tuesday, June 2: 12:00 pm - 5:30 pm SGT / 2:00 pm - 7:30 pm AEST Wednesday, June 3: 11:00 am - 5:30 pm SGT / 1:00 pm - 7:30 pm AEST Thursday, June 4: 9:30 am - 5:30 pm SGT / 11:30 am - 7:30 pm AEST 📍 NVIDIA Showcase, Taipei International Convention Center (TICC) - 1st Floor 🔗

The energy at GTC Taipei is unmatched. 💚 From packed sessions and live demos to conversations shaping what’s next in AI, here’s a look at the action across a show floor where innovation comes to life.

What does it take to build an AI factory ready for the agentic era? 80+ partners joined Jensen Huang at #NVIDIAGTC# Taipei to show how NVIDIA MGX is making it possible. With NVIDIA Vera Rubin, 800 VDC, and partners spanning systems, power, and cooling, NVIDIA MGX is turning modular design into deployed AI infrastructure for the agentic AI era. ⚡ #NVIDIAGTC# 🔗

"Compute is revenues. Performance per watt is your revenues. Choosing the wrong architecture just because the chips are cheaper doesn't translate, doesn't make sense." — Jensen Huang, CEO of NVIDIA In the age of AI factories, compute is revenue — every token produced is profitable — making delivered performance per watt, reliability, and the long lifetime of these systems the core financial levers, not just peak specs. Hear Jensen explain it at his #NVIDIAGTC# Taipei keynote:

My robot got signed by Jensen Huang today 🫪 Still can’t believe I got to attend NVIDIA GTC Taipei, watch Jensen’s keynote in person, and have him sign the companion robot I’ve been building. What a surreal experience. @nvidia @NVIDIARobotics #NVIDIA# #GTC# #GTCTAIPEl# #jensen# #robotics# #機器人# #黃仁勳#

Get your green on 💚 The Gear Store at #NVIDIAGTC# Taipei is packed with exclusive merch you won’t find anywhere else. 🛍️ TICC | June 2–4, 9:30 a.m.-5:30 p.m. Access for GTC Taipei pass holders, and COMPUTEX pass holders that are registered for Explore to Win.

CEO Jensen Huang took the stage at GTC Taipei and redefined the future of AI. He unveiled AI infrastructure running the world's AI factories, autonomous agents that actually do things, physical AI and robotics stepping into the real world, and a brand-new generation of personal computing built for AI from the ground up. If you're curious where AI is actually headed, this keynote is your answer. 📰 Get the recap: ▶️ Watch the full keynote: #NVIDIAGTC#