NVIDIA CEO Jensen Huang Praises TSMC, Calls Investors in the Chipmaker “Smart People”
During his latest visit to Taiwan, NVIDIA CEO Jensen Huang emphasized the critical role of TSMC in NVIDIA’s success, particularly in the ongoing AI revolution. Speaking with local media, Huang stated that “anyone who buys TSMC’s stock is a smart person” and predicted that the Taiwanese chip giant will be “extremely busy in the coming months”. You can watch his remarks in the full media talk here.
TSMC at the Center of NVIDIA’s AI Ambitions
NVIDIA has become TSMC’s single largest customer, with every one of its recent GPU and AI architectures fabricated on the Taiwanese foundry’s advanced nodes. Huang reiterated that NVIDIA’s reliance on TSMC remains firm, describing the partnership as the backbone of its computing roadmap.
During his visit, Huang validated that Rubin, NVIDIA’s next-generation AI platform, is already under trial production at TSMC. He also disclosed that Blackwell Ultra production has been a complete success, crediting TSMC’s engineering capabilities for delivering stable yields on cutting-edge designs.
Rubin AI Platform in Development
Looking ahead, Huang revealed that the Rubin lineup will consist of six new chips, including:
A next-generation GPU chip.
The Vera Rubin CPU.
Multiple advanced networking interfaces.
All of these products will be manufactured by TSMC, reinforcing the foundry’s role as the foundation of NVIDIA’s hardware ecosystem.
A Partnership Cemented by Expansion
With TSMC continuing its global expansion, particularly in the United States, NVIDIA’s reliance on the chipmaker is expected to continue for years. Huang’s public praise reflects the strategic necessity of the partnership, as demand for AI chips accelerates worldwide.
“The foundation of all these products is being laid with TSMC,” Huang said, underscoring that NVIDIA has no plans to shift manufacturing to other foundries.
As computational demands climb and AI adoption spreads, both NVIDIA and TSMC stand to benefit immensely from their close collaboration. Huang’s comments not only highlight NVIDIA’s dependence on TSMC but also hint that the foundry’s capacity will remain one of the most valuable assets in the tech world for the foreseeable future.
Do you agree with Jensen Huang that buying TSMC stock is a “smart move,” or is the chipmaker’s massive workload also a risk factor for future growth?
