From selling cards to selling infrastructure, Old Huang’s move is far-sighted. The Agent paradigm has been in the making for a decade, and the cloud, edge, and vehicle-side stack all needs to be rewritten.

Jensen Huang revealed at GTC Taipei 2026 that Vera CPU orders have reached the fastest and most successful launch in history; NVIDIA is transitioning from a GPU company to an infrastructure company, helping customers maximize revenue and profit. He stated that everything has changed in the past six months, with agents and cutting-edge models merging to bring AI into practical applications and generate value, and he views the agent's computing model (model + orchestration engine + tool skills + runtime) as the universal paradigm for the next decade, expected to be implemented in cloud, enterprise, PC, robotics, autonomous driving, and other scenarios.