Nvidia CEO Jensen Huang at WEF on AI buildout:
“TSMC just announced they’re going to build 20 new chip plants. Foxconn is working with us, and Wistron and Quanta, building 30 new computer plants, which then go into these AI factories. So we have chip factories and computer factories and AI factories all being built around the world.Mentions Micron, SK Hynix, Samsung and says, “You can see that entire chip layer growing incredibly today.”It is "the largest infrastructure buildout in human history. We’re now a few hundred billion dollars into it…there are trillions of dollars of infrastructure that need to be built out.” $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Micron Tech(MU.US) $HXSCL $SSNLF #Foxconn #Wistron #Quanta #semiconductorsSource: Dan Nystedt
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