AI infrastructure

At Computex 2025, NVIDIA CEO Jensen Huang repositioned the company as an AI infrastructure architect, unveiling advancements in consumer GPUs, data center solutions, industrial metaverse tools, and robotics. Key highlights included the Blackwell architecture for AI training/inference and Isaac GR00T N1.5, a foundation model for humanoid robots. Huang emphasized physical AI as the next industrial revolution, citing partnerships with firms like Boston Dynamics and Morgan Stanley’s projection of a $60T humanoid market by 2050. NVIDIA aims to dominate through its full-stack ecosystem, bridging AI models, autonomous systems, and simulation tools to power smart factories and cities. (100 words)

The Kunpeng & Ascend Developer Conference 2025 in Beijing showcased Huawei’s AI infrastructure innovations under the theme “Innovation Through Collaboration.” Key releases included Kunpeng’s modular AI+ Solution Suite, open-source platform openFuyao for hybrid computing, and Ascend’s SuperNode Architecture, boosting cluster training efficiency. Upgraded tools like the MindSpeed RL Suite and CATLASS Operator Library aim to accelerate AI development. Huawei reported 665,000 global developers and 8,800 partners, with real-world deployments like RAG Solution 1.0 yielding 40% latency reductions. Emphasizing ecosystem growth and open standards, Huawei positions itself as a foundational force in industrial AI transformation through scalable tooling and infrastructure. (99 words)