---
title: "Jensen Huang: NVIDIA will achieve significant growth this year, and Taiwan Semiconductor needs to significantly increase capacity in the next decade"
description: "NVIDIA CEO Jensen Huang stated that the company expects significant growth this year, with strong demand for Rubin. At the same time, he pointed out that Taiwan Semiconductor needs to significantly in"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/274095999.md"
published_at: "2026-01-29T05:43:51.000Z"
---

# Jensen Huang: NVIDIA will achieve significant growth this year, and Taiwan Semiconductor needs to significantly increase capacity in the next decade

> NVIDIA CEO Jensen Huang stated that the company expects significant growth this year, with strong demand for Rubin. At the same time, he pointed out that Taiwan Semiconductor needs to significantly increase its production capacity over the next decade. In addition, energy issues pose challenges for the United States, Taiwan, and Europe, and NVIDIA is collaborating with Intel to develop custom x86 processors

On the 29th, NVIDIA CEO Jensen Huang stated that the demand for Rubin is incredibly strong.

Energy is a huge challenge for the United States, Taiwan, and Europe. Currently collaborating with Intel to develop custom x86 processors.

Taiwan Semiconductor needs to significantly increase capacity over the next decade.

More news, ongoing updates...

Risk warning and disclaimer

The market has risks, and investments should be made cautiously. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at their own risk.

### Related Stocks

- [XSD.US - SPDR S&P Semicon](https://longbridge.com/en/quote/XSD.US.md)
- [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md)
- [INTC.US - Intel](https://longbridge.com/en/quote/INTC.US.md)
- [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md)
- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)
- [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md)
- [NVDU.US - Direxion Daily NVDA Bull 2X Shares](https://longbridge.com/en/quote/NVDU.US.md)
- [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md)
- [07788.HK - XL2CSOPNVDA](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK - XI2CSOPNVDA](https://longbridge.com/en/quote/07388.HK.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Meta 擬部署「數百萬夥」Nvidia 晶片 進一步加強合作關係 | Meta 計劃在未來幾年內部署數百萬顆 Nvidia 的 Blackwell 與 Rubin GPU，進一步加強與 Nvidia 的合作關係。此舉將使 Meta 更多地使用 Nvidia 的 AI 處理器和網絡設備，預計將為 Nvidia  | [Link](https://longbridge.com/en/news/276193053.md) |
| 英偉達表示，公司正在與 Peak XV、Elevation Capital、Accel India 及其他風險投資公司合作，以識別和資助人工智能初創企業 | NVIDIA 公司正在與風險投資公司如 Peak XV、Elevation Capital 和 Accel India 合作，以識別和資助人工智能初創企業。該公司還參與了多項合作，包括與 Tech Mahindra 部署大型通信模型以實現自 | [Link](https://longbridge.com/en/news/276184912.md) |
| Meta 加碼英偉達：未來數年部署數百萬顆芯片，首次採用 Grace CPU | 根據週二發佈的聲明，Meta 承諾將使用更多來自英偉達的 AI 處理器和網絡設備。同時，Meta 還將首次在其獨立計算機的核心部件採用英偉達的 Grace CPU。此次部署將涵蓋基於英偉達當前 Blackwell 架構，以及即將推出的 Ve | [Link](https://longbridge.com/en/news/276177748.md) |
| 英偉達支持的人工智能公司 Profound 與 CRS 信用 API 合作，以將人工智能搜索能力提升至 20 倍 | Nvidia 支持的人工智能公司 Profound 與 CRS Credit API 合作，以增強人工智能搜索能力，實現了搜索可見性的 20 倍提升和 CRS 基於人工智能的管道增長超過 15%。此次合作旨在幫助 CRS 適應像 ChatG | [Link](https://longbridge.com/en/news/276155932.md) |
| 根據 SEC 文件，軟銀集團解散了其在英偉達的股份 | 軟銀集團在 2025 年第四季度解散了其在英偉達的股份，這在向美國證券交易委員會提交的 13-F 文件中披露。此公告發布後，英偉達的股價下跌了 1.6%，交易價格為 179.88 美元。該文件比較了軟銀在 2025 年 12 月 31 日和 | [Link](https://longbridge.com/en/news/276146914.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
