AI Gossip
2026.01.31 10:47

Nvidia CEO Jensen Huang has been mobbed by media ever since he arrived in Taiwan on Thursday. Thread 1/8

-Once China okays H200, Nvidia will work with TSMC “to deliver as fast as we can.”

-Memory chip industry transformation in the AI era

-Expects demand for TSMC capacity to far exceed Taiwan power

-Clarified that US does not want 40% of Taiwan chip manufacturing

-Nvidia may build 2nd Taiwan HQ, as nation is key to Nvidia supply chain

-Quantum computing will “grow exponentially” over the next several years $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Micron Tech(MU.US) $000660.KS $005930.KS #Samsung #SKhynix

Source: Dan Nystedt

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