NVIDIA Says “Useful AI Has Arrived” as Vera Rubin Enters Full Production

Key Points

• Interested in NVIDIA Corporation? Here are five stocks we like better.

• Jensen Huang said “useful AI has arrived,” framing NVIDIA’s next growth phase around agentic AI, AI factories, enterprise software, PCs, robotics and physical AI.

• NVIDIA announced that its Vera Rubin platform is now in full production, with major customers like Microsoft, Dell and CoreWeave already operating engineering racks.

• The company also unveiled new tools and systems for enterprise and physical AI, including DSX for AI factories, Nemotron 3 Ultra, updated PC hardware, and robotics/autonomous vehicle platforms.

NVIDIA (NASDAQ:NVDA) Founder and CEO Jensen Huang used a keynote in Taiwan to outline the company’s next phase of growth around agentic AI, AI factories, new data center systems, enterprise software tools, personal computers and robotics.

Speaking at GTC Taiwan, Huang repeatedly credited Taiwan’s supply chain and manufacturing partners, saying NVIDIA’s ecosystem extends “all the way upstream” to suppliers in Taiwan and downstream to data centers and end users. He said the company’s business with its partners is growing rapidly as demand for AI compute rises.

Huang Says “Useful AI Has Arrived”

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Huang framed the keynote around what he called the arrival of agentic AI, or AI systems that can reason, plan, use tools and complete tasks. He contrasted the new model with…