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Nvidia CEO Jensen Huang unveiled several of the chipmaker's new projects at the 2025 Computex conference in Taiwan, including humanoid robotics and the company's NVLink Fusion program to develop semi-customizable semiconductors for customers' AI infrastructure. Bernstein Managing Director and Senior Analyst Stacy Rasgon expands upon Nvidia's partnerships with other chip players — such as MediaTek and Marvell Technology — and what this all means for other competitors, such as Qualcomm after it inks AI deals with Saudi Arabian developers.
