COMPUTEX 2026 | NVIDIA Keynote | Extreme Co-Design: Building the AI Factory
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39 дней – 32 0922:03Опубликовано 10 июля 2026, 16:16
Extreme Co-Design: Building the AI Factory | Kevin Deierling, SVP Networking, NVIDIA | Computex 2026
In this keynote from the Computex Forum in Taipei, NVIDIA SVP of Networking Kevin Deierling breaks down what it actually takes to build an AI factory — and why extreme co-design across the entire data center stack is the only way to deliver the tokens the agentic AI era demands.
Deierling opens with three converging transformations reshaping computing: the decades-long shift to accelerated computing, the explosion of generative AI, and the rise of agentic reasoning. Together, they're forcing a complete rearchitecture of the data center — from a cost center into a token revenue generator.
Using Jensen Huang's "5-layer cake" framework, he walks through how NVIDIA co-designs across every layer:
Energy — AI training workloads create dramatic power spikes. NVIDIA's DSX software smooths energy demand, enabling 40% more GPUs per gigawatt — and 40% more token revenue.
Chips — NVIDIA's 7 co-designed chips work as one system: Rubin GPUs and Vera CPUs connected via cache-coherent links, scaling up with NVLink and out with Spectrum-X Ethernet through BlueField-4 and ConnectX SuperNICs. This extreme co-design delivers 10x more tokens at 1/10th the cost.
Infrastructure — 72 GPUs unified into one giant computer via NVLink 72, running liquid-cooled and DC-powered in the same rack form factor. And with Spectrum CPO (co-packaged optics), NVIDIA brings the optics next to the ASIC to eliminate signal degradation — saving tens of megawatts across an AI factory. Networking scales from 800Gbps to 1600Gbps.
Agents — Agents are AI eating its own tail: instead of waiting on humans, AIs prompt AIs, closing the loop at machine speed. The Vera CPU is built specifically for agentic tools — planning, writing programs, summarizing results. Agents need memory: KV cache for short-term (CMX) and files, objects, and vector databases for long-term (STX). This new class of AI storage delivers 5x faster token throughput and 5x better efficiency.
Models & Applications — 30x performance improvement on DeepSeek using Blackwell. Open NEMATRON models for partners to customize into proprietary supermodels. CUDAX libraries — CuLitho, CuOpt, CuDF — accelerating every workload.
Deierling closes with a message for every business: agentic AI isn't a future concept, it's available now. Everything — robots, medical equipment, self-driving cars, satellites, coding — will become agentic.
#nvidia #Computex2026 #GTCTaipei #AIFactory #AgenticAI #BlueField #SpectrumX #Networking #DataCenter #ExtremeCoDesign
In this keynote from the Computex Forum in Taipei, NVIDIA SVP of Networking Kevin Deierling breaks down what it actually takes to build an AI factory — and why extreme co-design across the entire data center stack is the only way to deliver the tokens the agentic AI era demands.
Deierling opens with three converging transformations reshaping computing: the decades-long shift to accelerated computing, the explosion of generative AI, and the rise of agentic reasoning. Together, they're forcing a complete rearchitecture of the data center — from a cost center into a token revenue generator.
Using Jensen Huang's "5-layer cake" framework, he walks through how NVIDIA co-designs across every layer:
Energy — AI training workloads create dramatic power spikes. NVIDIA's DSX software smooths energy demand, enabling 40% more GPUs per gigawatt — and 40% more token revenue.
Chips — NVIDIA's 7 co-designed chips work as one system: Rubin GPUs and Vera CPUs connected via cache-coherent links, scaling up with NVLink and out with Spectrum-X Ethernet through BlueField-4 and ConnectX SuperNICs. This extreme co-design delivers 10x more tokens at 1/10th the cost.
Infrastructure — 72 GPUs unified into one giant computer via NVLink 72, running liquid-cooled and DC-powered in the same rack form factor. And with Spectrum CPO (co-packaged optics), NVIDIA brings the optics next to the ASIC to eliminate signal degradation — saving tens of megawatts across an AI factory. Networking scales from 800Gbps to 1600Gbps.
Agents — Agents are AI eating its own tail: instead of waiting on humans, AIs prompt AIs, closing the loop at machine speed. The Vera CPU is built specifically for agentic tools — planning, writing programs, summarizing results. Agents need memory: KV cache for short-term (CMX) and files, objects, and vector databases for long-term (STX). This new class of AI storage delivers 5x faster token throughput and 5x better efficiency.
Models & Applications — 30x performance improvement on DeepSeek using Blackwell. Open NEMATRON models for partners to customize into proprietary supermodels. CUDAX libraries — CuLitho, CuOpt, CuDF — accelerating every workload.
Deierling closes with a message for every business: agentic AI isn't a future concept, it's available now. Everything — robots, medical equipment, self-driving cars, satellites, coding — will become agentic.
#nvidia #Computex2026 #GTCTaipei #AIFactory #AgenticAI #BlueField #SpectrumX #Networking #DataCenter #ExtremeCoDesign
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