Jensen Huang made another trek to Taiwan, and this marks his fifth trip there this year. The visit centered on checking up on the AI supply chain, since Taiwanese companies like Foxconn, Quanta, and Wistron handle a massive chunk of the production work for Team Green's GPUs and server infrastructure.
Huang mentioned that memory shortages are just the tip of the iceberg because advanced packaging, wiring, and power supplies are all getting stretched thin across the AI industry. He also swung by to see how TSMC founder Morris Chang was doing health-wise, which shows how tight the relationship runs between these companies.
The bigger worry for NVIDIA is whether custom chips from Big Tech will eat into their market share, but Huang insists their software and hardware ecosystem gives them an edge. Taiwan basically props up NVIDIA's entire operation at this point, and the company needs to keep pushing new architectures like Vera Rubin to stay ahead of rising competition.
Huang mentioned that memory shortages are just the tip of the iceberg because advanced packaging, wiring, and power supplies are all getting stretched thin across the AI industry. He also swung by to see how TSMC founder Morris Chang was doing health-wise, which shows how tight the relationship runs between these companies.
The bigger worry for NVIDIA is whether custom chips from Big Tech will eat into their market share, but Huang insists their software and hardware ecosystem gives them an edge. Taiwan basically props up NVIDIA's entire operation at this point, and the company needs to keep pushing new architectures like Vera Rubin to stay ahead of rising competition.
