Jensen: Taiwan Is the Hub of AI Hardware

Jensen Huang called Taiwan the center of the AI revolution, saying Nvidia's Vera Rubin stack alone needs about 150 partners and more than 2 million parts. The broader point is that Taiwan's AI story goes far beyond TSMC to a full hardware stack spanning foundry, packaging, substrates, PCBs, cooling, power, optics, and ODM assembly.

2026-07-06 ~ 2026-07-06 · 2 related posts