Vera Rubin CPU

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英伟达 CEO 黄仁勋:购买台积电股票的人都是“聪明人”
Sou Hu Cai Jing· 2025-08-24 01:23
Core Viewpoint - NVIDIA's CEO Jensen Huang emphasizes the critical partnership with TSMC and the future development in the "AI revolution" during his visit to Taiwan [1][3]. Group 1: Partnership with TSMC - TSMC is highlighted as NVIDIA's most important chip partner, with all of NVIDIA's architectures relying on TSMC's capabilities [3]. - Huang states that anyone investing in TSMC stock is considered "smart," as TSMC is expected to be busy in the coming months to meet increasing market demand [3]. - NVIDIA has become one of TSMC's largest customers, indicating a promising future for collaboration as computing technology rapidly advances [4]. Group 2: Product Development - Huang confirms that the Rubin chip is currently in trial production at TSMC, and the production of Blackwell Ultra has been successfully completed, showcasing TSMC's excellence in product quality [3]. - Six new chips, including a new GPU, Vera Rubin CPU, and multiple network interfaces, are in preliminary preparation at TSMC [3]. - Huang expresses gratitude towards TSMC's leadership for their extensive collaboration on computing products, underscoring the importance of TSMC's performance for NVIDIA's AI development [3][4]. Group 3: Future Outlook - The partnership between NVIDIA and TSMC is expected to deepen in the coming years, especially with TSMC's expansion plans in the United States [4].