Nvidia Rubin 結果共56筆

Taiwan’s server manufacturers closed out May 2026 with another round of record monthly revenues. The reports came days after Computex 2026 wrapped in Taipei on June 5, where Nvidia CEO Jensen Huang used his keynote to reaffirm the sheer scale of AI infrastructure demand.

輝達（NVIDIA）執行長黃仁勳訪台韓合計17天行程結束！輝達日前釋出最新影片，黃仁勳回顧台灣行時，感性告白「台灣像家一樣，是輝達旅程開啟的地方。」此外，影片特別同框台積電、緯創等5大台廠，凸顯輝達與台灣合作夥伴的緊密連結。

Some of the biggest crowds at Computex 2026 were not gathered around AI server racks but the liquid cooling and power delivery systems that keep them running. In a clear sign of how the AI boom is changing, the booths of Delta, Lite-On, Auras, Jentech, and other companies in the segment saw lines stretching through the aisles. For years, cooling pipes and power supplies were boring background parts that only mattered when something broke. Now they have become one of the main stories. As AI racks grow more powerful, delivering the electricity they demand and removing the heat they generate have become two of the toughest challenges in the data center.

While the silicon vendors captured the keynote headlines, Taiwan’s hardware manufacturers drew the biggest crowds on the show floor. Their expansive booths featured server racks, advanced cooling systems, robots, and complete computing platforms. The attention was well deserved. Taiwan assembled roughly 90 percent of the world’s AI servers in 2025, and total server shipments are forecast to rise 19.2 percent in 2026, marking the strongest growth in years. Global shipments in the second quarter alone are projected to exceed five million units for the first time. These manufacturers turned Computex into a vast showroom for the physical machines powering the AI boom.

At Computex 2026, the silicon industry did more than simply attend the show. It realigned. While crowds focused on server racks, dexterous robots, and high-speed interconnects, the deeper story appeared in the chip announcements and partnership deals. The old battle lines of the processor world are dissolving. Nvidia has entered the CPU market, Arm is building its own data-center processors, MediaTek is expanding from phones to AI servers, and even Intel and Nvidia have found reasons to cooperate. What emerged is a new map of the industry, shaped by the demands of agentic computing and held together by alliances as much as by competition. All of this continues to rely on Taiwan’s unmatched manufacturing ecosystem.

輝達（NVIDIA）與SK海力士（SK hynix）於2026年6月7日簽署多年期技術合作協議，共同開發次世代AI記憶體，支撐全球AI工廠建設需求。合作涵蓋Vera Rubin超級電腦、RTX Spark個人電腦與Jetson Thor機器人平台，並導入AI技術加速半導體設計與製造流程，目標打造具備數位孿生與代理式AI能力的全自動晶圓廠

Computex has always been a barometer for where the industry thinks the next wave of demand will come from. This year the message was unmistakable: the future belongs to agentic computing. The dominant workload will no longer consist of a human typing a prompt and reading a reply, but software that plans, calls tools, evaluates its own output, and iterates across many steps with little supervision.

ABF substrate supply gap to reach 22% by 2030 as AI and Nvidia Rubin demand surge. Taiwan’s semiconductor sector positioned to benefit from the shortage.

At Computex 2026 in Taipei, two of Taiwan’s largest hardware makers converged on the same strategic bet from opposite directions. The next phase of AI data center growth will be prefabricated, modular, and shipped in containers rather than built room by room on a customer’s site.

Nvidia’s Vera Rubin NVL72 wins Best Choice Award at Computex TAIPEI for its AI computing prowess. Discover the latest in AI and sustainable tech trends.

Pegatron joins Nvidia’s next-generation Vera Rubin server supply chain, Chairman Tung Tzu-hsien announces at Computex Taipei. Company unveils AI products.

黃仁勳於6月1日發表GTC Taipei 2026主題演講！本文完整整理NVIDIA最新Vera Rubin平台量產細節，與聯發科攜手打造的RTX Spark（N1X）晶片規格、上市時間與AI PC筆電陣容。加碼收錄Feynman架構、Cosmos 3，以及背板點名台積電、鴻海等150家台灣供應鏈生態系完整名單，一次掌握代理式AI大趨勢！

Nvidia announced that its next-generation AI computing platform, Vera Rubin, has entered full production, according to remarks made by CEO Jensen Huang during Nvidia GTC Taipei at COMPUTEX 2026.

Nvidia announces Vera Rubin AI platform is in full production. CEO Jensen Huang calls it the company’s most ambitious project, with Taiwan assembling 1M+ components.

Nvidia CEO Jensen Huang unveiled the Vera Rubin platform at GTC Taipei, highlighting its AI agent capabilities and four core advantages of the Vera CPU.

AI科技迎來重大革命！輝達執行長黃仁勳在GTC Taiwan演講中指出，全新一代最強運算平台「Vera Rubin」（搭載NVLink 72技術），不單單只是為了執行AI，而是為了執行「AI Agent」，宣告人類正式跨入智慧型代理的全新時代，並點出「Vera CPU」的四大核心優勢。

2026台股創歷史新高，COMPUTEX概念股還能追嗎？本文完整整理黃仁勳Vera Rubin平台牽動的150家台廠供應鏈，拆解AI伺服器、散熱水冷、機器人與電源供應器4大核心受惠族群個股。並說明展前、展中、展後的台股資金行情節奏與操作觀察重點，助你冷靜評估投資機會與風險！

Start with AI infrastructure. Nvidia CEO Jensen Huang announced in Taipei last week that the company will invest roughly US$150 billion a year in Taiwan, a tenfold increase on five years ago, and described the island as “the epicenter of the AI revolution.” It is hard to argue with the numbers. Each Vera Rubin AI server, Nvidia’s next-generation flagship platform ramping in the second half of this year, contains nearly two million components and needs between 100 and 150 Taiwan ecosystem partners to assemble. Huang has called it “potentially the largest product rollout Taiwan’s electronics industry has ever seen.”

NVIDIA（輝達）今（29）日在南港展覽館二館大廳舉辦「NVIDIA AI Factory MGX Ecosystem Ceremony」，創辦人黃仁勳站上NVIDIA MGX生態系模組化伺服器系統牆前，向台積電、台達電、鴻海等供應鏈夥伴介紹下一代AI平台Vera Rubin，並送出親筆簽名的AI超級電腦模型，感謝台灣供應鏈夥伴一路支持。他同時宣布，為迎接Vera Rubin量產，今年將把台灣AI超級電腦產能提升兩倍，並乾杯感謝供應鏈夥伴支持「讓我們都賺了很多錢」。

The restaurant was the Brick Kiln, a good but unflashy Taipei spot far from any conference hall. The host stood on a stool to be seen. The guest list ran to more than thirty CEOs, between them representing close to a trillion US dollars in market capitalization and almost every link in the global AI hardware supply chain. Jensen Huang toasted, thanked, moved from table to table, told an affectionate joke about a portrait he said looked more like TSMC’s C.C. Wei than himself, and at the end of the evening walked out into the street to hand sweets to the families and children who had gathered hoping for a glimpse. ＂Chemistry＂ was the word the Nvidia blog post used to describe the event. The casualness was the point.

Nvidia CEO and founder Jensen Huang was not exaggerating when he described Taiwan as the epicenter of the AI revolution. Without the island’s top electronics contract manufacturers and its uniquely dense ecosystem of suppliers, Nvidia could not have built AI infrastructure at the speed or scale the world is now witnessing.

Foxconn will arrive at Computex 2026 in its best operating position ever. Fresh off record first-quarter results and an even more impressive April, the world’s largest contract electronics maker is riding robust AI server demand, a rapid Nvidia Vera Rubin ramp, and accelerating progress in EVs and robotics. Chairman Young Liu has designated 2026 a “strong growth” year, the company’s highest internal rating, and the financials are delivering.

Nvidia CEO and Founder Jensen Huang has laid the table for Computex 2026 next week with all the main courses already plated, following Nvidia’s blockbuster quarterly numbers and his definition of the next wave of growth, ACIE.

輝達（NVIDIA）執行長黃仁勳23日抵台後行程滿滿，掀起AI產業話題。投顧分析，台股技術面短線多頭動能重新轉強，隨著黃仁勳閃電來台，高達百家的Vera Rubin晶片供應鏈成形，且台北國際電腦展（COMPUTEX）下週開展，加上台股整體企業獲利大幅上修，有利台股再度挑戰歷史新高。

AI晶片龍頭輝達（NVIDIA）台灣時間今天(21日)公布2027會計年度第一季財報後，執行長黃仁勳與財務長克雷斯(Colette Kress)在電話會議中進一步說明未來成長動能。黃仁勳強調，AI已成為輝達所有業務的核心，而公司調整財報揭露架構，是希望投資人與市場「更了解輝達的業務」。輝達盤後股價報 220.29美元，下跌 3.18美元，跌幅 1.42%。收盤價為 223.47美元，上漲 2.86美元，漲幅 1.30%。