Nvidia on the Fast Track

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  Christian Ingerl
  Redaktor

When Jensen Huang speaks, the tech world listens. The Nvidia CEO took to the stage at Computex in Taipei on Monday morning – and had nothing less than a vision for the technological future in his luggage. In a 100-minute keynote speech, Taiwan’s most prominent tech ambassador presented not only glossy videos and charming robots, but also concrete announcements: new products, strategic partnerships and a large-scale expansion in Asia.

High-performance processors

The stage was big, the message clear: Nvidia has come to shape the age of artificial intelligence (AI). Huang gave an update on the timeline for Nvidia’s next-generation GB300 systems, which are due to be launched in the third quarter of this year. This is an upgrade of the current Grace Blackwell systems, which are installed by cloud service providers. The 62-year-old also presented a new RTX Pro server system, which he claims offers four times the performance of the former flagship H100 AI system with DeepSeek workloads. According to Huang, this product is now going into series production.

In addition, with a new version of computers, the chipmaker is giving customers the option of using either processor units with Nvidia’s AI chips or Nvidia’s CPUs with competitors’ AI accelerators in their data centers. It introduced a new version of its NVLink technology called NVLink Fusion, which enables other chip developers to build powerful, customized AI systems with multiple interconnected chips. Marvell Technology and MediaTek are already planning to adopt NVLink technology for their custom chip developments. Other partners include Alchip, Fujitsu and Qualcomm.

New AI center

In addition, partnerships with TSM and Taiwanese hardware manufacturers were formed to expand the AI infrastructure worldwide. Nvidia is also working with TSM, the world’s largest contract manufacturer for electronics, Foxconn and the Taiwanese government on a huge AI supercomputer in Taiwan. The announced AI center will be built in stages and is expected to reach an output of 100 megawatts. However, Huang also presented DGX systems, which are aimed at users who want to use powerful AI without a lot of memory. “This computer is the most power you can get out of a power socket,” said the Nvidia boss. Anyone can set up the cloud-based system in their own home.

The US export restrictions, on the other hand, are causing headwinds. Nvidia estimates the loss of sales due to the export bans on its H20 chips at USD 15 billion. “All in all, the export controls were a failure,” says Huang. This is because the US ban on the sale of advanced AI chips to China is forcing companies there to buy semiconductors from domestic developers such as Huawei, while spurring China to invest aggressively in building a supply chain that is independent of foreign manufacturers. Nvidia’s market share in the Middle Kingdom has fallen from 95% at the beginning of former US President Joe Biden’s term to 50% now.

Change of direction

All in all, the show at Asia’s largest computer trade fair demonstrated once again that Nvidia has long since not only supplied chips, but also provides the entire technological platform for autonomous systems, robotics and machine thinking. This in turn explains why Nvidia is currently one of the most valuable companies in the world. The Group recently managed to break through the USD 3 billion mark again. A milestone for a company that just a few years ago was still considered a niche supplier of gaming graphics cards.

The share price has more than doubled in the past year alone, driven by the global AI hype and massive investments in data centers. Analysts continue to see potential and the consensus short target is USD 168, which corresponds to a premium of a quarter. At just over 24, the 2026 price/earnings ratio is clearly above what is usual for traditional chip manufacturers. However, the ratio is in line with the estimated growth rates.

Investment solutions

So the question is: how long can Nvidia keep up this pace – both technologically and on the capital market? On the stock market, the company has recently picked up speed again after a sharp setback in the first three months of the year. Within 4 weeks, the share price rose by around a third. Risk-tolerant investors can bet on a continuation of the current V-shaped recovery. The Mini Future Long MNVC9T from Leonteq leverages further movements in the Nvidia share with a multiplier of 8.2. The stop-loss level is USD 103.2275. If you want to take a slightly less risky position, you can consider the Mini Future Long MNVAIV from Bank Vontobel. This has a leverage of 3.1 and a stop loss of USD 93.61.

However, if uncertainty factors such as US customs policy under Donald Trump continue to intensify, partial protection products such as the Barrier Reverse Convertible KYMRDU from UBS could be the right investment solution. This achieves a return of 11.45% p.a. even with a sideways movement. The barrier is at USD 64.36 and thus more than 50% away from the current level. The term ends on February 2, 2026.