Nvidia is betting big on the future of humanoid robots and build-your-own AI infrastructure, with a slew of major announcements at Computex 2025 aimed at cementing its dominance in the physical AI and data centre space.

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Kicking off the Taipei expo on Monday, CEO Jensen Huang revealed Nvidia’s new Isaac GR00T-Dreams system – a robotics training engine designed to generate vast amounts of data to teach humanoid machines how to move, adapt and perform in real-world environments. The company says it sees physical AI as the next trillion-dollar industry.

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The launch comes amid a flurry of geopolitical tailwinds for Nvidia. Just weeks ago, the US scrapped Biden-era export controls on AI chip sales, opening the door for Nvidia to expand shipments to previously restricted \markets. President Trump also name-dropped the company during his visit to Saudi Arabia, where it struck a deal to supply hundreds of thousands of AI processors to the kingdom-backed startup Humain.

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At the heart of Nvidia’s infrastructure play is NVLink Fusion – a new system that lets companies mix and match Nvidia’s AI chips and CPUs with third-party hardware to build customised, high-performance AI servers. It’s aimed at hyperscalers looking for flexibility without giving up Nvidia’s ecosystem advantages.

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The company also announced RTX Pro Blackwell servers, built around its Blackwell Server Edition GPUs, which Nvidia says will accelerate the shift from CPU-based systems to GPU-optimised enterprise computing. The systems are designed to handle everything from design simulations to running autonomous AI agents.

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Rounding out the announcements was DGX Cloud Lepton – a new cloud-based AI platform that will be hosted by Nvidia partners including CoreWeave, Foxconn and SoftBank. The service will let enterprises build, train and deploy their own AI models using Nvidia’s processing power.

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The new products land after months of market turbulence for Nvidia, with fears over chip tariffs, China export limits, and reports of Microsoft scaling back data centre deals. Shares have been volatile – flat year to date and down 4% over the past six months – but still up 43% over the past year.

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With AI demand surging and competition intensifying, Nvidia’s latest moves show it wants to power everything from next-gen robots to global cloud infrastructure. Whether it can maintain its pace while fending off geopolitical shocks remains to be seen – but it’s clearly not slowing down.

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