AI chip godfather points the way? 1 chart explains the highlights of Jensen Huang's 14-day Taiwan visit

NVIDIA CEO Jensen Huang's 14-day visit to Taiwan has underscored the island's pivotal position in the global AI supply chain. Huang announced that NVIDIA's new Asian headquarters, named "Constellation," will be located in Taipei's Beitou Shihlin Science Park, serving as a key research hub for the region.

During his visit, Huang emphasized Taiwan's significance in the AI revolution, stating that the company's annual spending in Taiwan is approaching $150 billion USD. He praised the "incredible ecosystem" of Taiwan's AI industry, calling it the "heart of the AI revolution."

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Taiwan is the heart of the AI revolution.

A notable event was the "Trillion AI Dinner," where Huang hosted key Taiwanese supply chain partners, including leaders from TSMC, Foxconn, and Quanta. This gathering highlighted the collective strength of the AI server supply chain.

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AI factories are the largest infrastructure project of the next decade.

Huang also unveiled the RTX Spark chip, a collaboration with MediaTek and manufactured by TSMC, signaling NVIDIA's re-entry into the PC market with AI-integrated personal computers. He declared the arrival of "Agentic AI" and described AI factories as the largest infrastructure project of the next decade, capable of generating direct revenue.

He expressed excitement over the mass production of the latest AI server platform, Vera Rubin, and credited Taiwan for its contributions. Huang projected that the AI market could be ten to one hundred times larger than the traditional chip market, refuting claims of AI causing job losses and noting the strong demand for software engineers. He also commented on Taiwan's impressive GDP growth, nearing 10% for the year.

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AI can bring more revenue. The AI market is 10 times, even 100 times larger than the chip market before.