Vera CPU orders exploding is just the beginning; the real story is that AI can finally do the math—both revenue and profit are increasing, and corporate spending is the only sustainable way forward.

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Jensen Huang wraps up: Vera CPU orders set NVIDIA's fastest product launch record in history, "Everything has changed in the past six months"
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.
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