Nvidia (NVDA) 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 (2454.TW) and Marvell Technology (MRVL) — and what this all means for other competitors, such as Qualcomm (QCOM) after it inks AI deals with Saudi Arabian developers. To watch more expert insights and analysis on the latest market action, check out more Market Domination here.