TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang

Mega-cap tech is ready to raise the bar on its AI spending, and that's really helped shares of NVIDIA (NASDAQ:NVDA) come roaring back after a few sessions that saw all of tech (AI and software) take several steps lower. Undoubtedly, perhaps the market is still underestimating the potential sales surge that Vera Rubin could bring. In the past couple of weeks, Nvidia CEO Jensen Huang has had quite a lot to say. He's delivering deep insights at a time when it's easy to lose track of where the puck is headed ne ...