Sou Hu Cai Jing·2026-01-31 14:56Core Viewpoint - Nvidia's CEO Jensen Huang hosted a dinner in Taipei with key supply chain executives, emphasizing the importance of collaboration and the challenges ahead in AI technology development [1][4][10]. Group 1: Event Details - The dinner included approximately 40 executives from Taiwanese companies, with only one representative from a mainland Chinese firm [1]. - Notable attendees included leaders from Asus, MediaTek, TSMC, Quanta, and Wistron, highlighting the significance of these partnerships [1][3]. Group 2: Nvidia's Future Plans - Huang discussed the upcoming challenges in 2025 with the production of the Grace Blackwell architecture, indicating that it presents more difficulties than previous models [7]. - The GB300 cabinet has entered initial mass production, and the GB200 product is being produced smoothly, while the Vera Rubin platform is expected to simplify future production processes [8][9]. Group 3: AI Industry Insights - Huang noted that AI has become increasingly useful, with large language models now generating revenue, contrasting with previous years when AI was less effective [8]. - He projected that 2026 will be a critical year for the AI industry, with unprecedented demand for high-bandwidth memory (HBM) and LPDDR, leading to significant supply chain pressures [9]. Group 4: Nvidia's Strategic Investments - Nvidia plans to participate in OpenAI's next funding round, potentially marking its largest strategic investment to date, reflecting the company's commitment to AI development [9]. - Huang emphasized that Nvidia's comprehensive AI infrastructure, which includes CPUs, GPUs, and networking chips, cannot be easily replaced by specialized AI chips (ASICs) [9]. Group 5: Importance of Taiwanese Supply Chain - Huang stated that Nvidia's existence is heavily reliant on Taiwan's technological capabilities and engineering culture, particularly praising TSMC's role in advanced manufacturing processes [10]. - He anticipates that TSMC's capacity will grow significantly over the next decade, contributing to a major expansion in global technology infrastructure [10][12].