From GPU companies to system companies, NVIDIA's transformation narrative has been further refreshed, and the infrastructure war has entered the second half.

Huang Renxun at GTC Taipei 2026 described Vera Rubin as an end-to-end system—not just a chip or GPU. The full stack includes Rubin GPU, NVLink, Vera CPU, ConnectX-9, BlueField-4 DPU, and DOCA. Agents handle GPU inference, CPU scheduling, and cross-CPU/GPU tool calls, with end-to-end encryption throughout enabled by the BlueField DPU. The memory system is innovating storage through KV cache and retrieval. CUDA X will have Skills, and Agents will be able to learn how to call libraries. NVIDIA is transforming from a GPU company into a systems company, building AI factory-level infrastructure.