NVIDIA’s CEO recently paid a visit to Taiwan, and his trip was all about TSMC and how both parties will evolve moving ahead in the ‘AI revolution’.
There’s no doubt that the chip giant is NVIDIA’s most important partner, and the chip giant is behind all of Team Green’s architectures. Jensen Huang has acknowledged TSMC’s importance on many occasions; however, on his recent visit to Taiwan, the NVIDIA CEO was found appreciating the Taiwan giant a lot more frequently. Speaking with the media, Jensen claimed that anyone who bought TSMC’s stock is a ‘smart person’, and that the chip giant is going to be occupied for several months ahead.
Apart from validating Rubin being under trial production at TSMC, Jensen also disclosed that Blackwell Ultra production was a complete success, crediting the chip giant’s efforts in ensuring a capable end product. One aspect of NVIDIA’s CEO visit to Taiwan was to address TSMC’s leaders, thanking them for the extensive collaboration on computing products. Jensen’s talk with the media showed the same appreciation for TSMC. Team Green is heavily reliant on TSMC for now, and it is important for the latter to be on its top game so that NVIDIA can continue the AI frenzy.
NVIDIA has evolved to be the Taiwan giant’s biggest customer, and there’s no doubt that the future holds a lot for both parties, given that computational advancements are rapidly occurring. Regarding NVIDIA’s next AI generation, the Rubin lineup, Jensen revealed that six new chips, including a new GPU chip, a Vera Rubin CPU, and multiple network interfaces, are being prepped at TSMC.
The foundation of all these products is being laid with the Taiwan giant, and Jensen cannot thank TSMC enough, apparently. The possibility of NVIDIA opting for any other chip partners remains low for now, and judging by TSMC’s expansion in the US, the firms will remain in partnership for several years to come.
