Nvidia unveiled RTX Spark superchip and Vera CPU at Computex, positioning itself as a full-stack infrastructure company.
Taking the stage at Taipei Music Center, Nvidia CEO Jensen Huang, in his signature leather jacket, delivered a keynote at Computex 2026 focused on reshaping the company's strategic direction. During his presentation, Huang introduced new products and articulated a vision centered on AI infrastructure rather than standalone components. "Nvidia has really become an infrastructure company. Not just a GPU company, not just a systems company, but an infrastructure company to help you generate the maximum revenues, the maximum profit and to get there as soon as possible," Huang stated. He emphasized that Nvidia's strategy is no longer centered on selling standalone chips but complete systems spanning networking, compute, software and data center infrastructure.
A core theme of the keynote was the shift toward what Huang called "AI factories" — large-scale computing systems built to generate business value through AI models and agents. Huang argued that "compute is revenue," suggesting that every AI-generated token creates measurable business value. He also highlighted the industry's broader movement toward agentic AI and "useful AI," describing how future AI systems will function less like chatbots and more like digital workers capable of dramatically improving productivity.
To support this vision, Nvidia introduced Vera, a new Arm-based CPU architecture designed specifically for AI infrastructure rather than traditional workloads. Vera is engineered to coordinate AI models, storage systems and large-scale compute clusters. According to Nvidia, Vera delivers industry-leading single-threaded performance with up to 3.6 terabytes per second of internal bandwidth and 1.2 terabytes per second of memory bandwidth. Huang also announced a new platform combining a Blackwell GPU, custom 20-core CPU, 128GB unified memory and one petaflop of AI performance, saying "Microsoft and Nvidia are going to reinvent the PC." This platform is designed to enable advanced AI workloads, content creation and gaming on portable systems.
Nvidia shares ended Friday down 1.45% at $211.14 and gained 0.64% in after-hours trading to reach $212.49, according to Benzinga Pro. Benzinga Edge Stock Rankings place NVDA in the 98th percentile for Growth, with the stock showing strength across short, medium and long-term time frames.