Jensen Huang Visits Computex, Devours 'AI Five-Layer Cake', Declares World Transformed

NVIDIA CEO Jensen Huang kicked off his tour of the Computex trade show on June 2, 2026, with his first stop at Quanta Computer's booth. There, he was presented with a special "AI five-layer cake" by Quanta Chairman Barry Lam and Vice Chairman C.C. Leung. Huang expressed his surprise and delight, sharing the cake with attendees and humorously rating its taste as "just okay."

“

The world has changed in the past six months.

Speaking at the Quanta booth, Huang declared that the world has fundamentally transformed in the last six months. He stated that NVIDIA has been preparing for this moment for over a decade, and AI has finally become truly useful and profitable. This marks a significant turning point, enabling AI to generate tangible productivity and value, driving the industry into a phase of rapid growth.

“

AI has finally become truly useful, AI can finally create productivity.

Huang elaborated on the "AI five-layer cake" theory he introduced at the GTC conference, which describes the AI industry's structure from energy to applications. He noted that the demand for AI computation has surged exponentially. AI is no longer just answering questions; it requires complex thinking, tool usage, and iterative reasoning, increasing computational cycles by 100 to 1000 times. This evolution from simple queries to complex task execution fuels the explosive market demand.

“

Our dream has finally come true.

He highlighted that two simultaneous forces are driving this unprecedented growth: the rapidly increasing computational power required for AI and the explosive market demand stemming from AI's newfound ability to perform tasks, optimize itself, and create real value. Huang announced NVIDIA's commitment to accelerating production of its Grace Blackwell platform and introducing the next-generation Vera Rubin platform in the latter half of the year. He expressed gratitude to Quanta and its partners for their hard work and collaboration, acknowledging that while work will become more demanding, their collective success and enjoyment of this growth are paramount.

“

The computational cycles required have increased 100 times, 1000 times.