Nvidia CEO Jensen Huang Exit Interview with Taiwan media on Friday (6/5) before he left:
He's stopping in South Korea to “prepare everybody for the 2nd half of next year. Next second half of next year is going to be so much bigger than this year and so everybody must be prepared.”“Capacity is tight all over the supply chain and the reason for that is because the demand is so strong and we’re growing so fast.”“When we create this new industry, it’s going to be trillions of dollars of computing that has to be produced in the next several years, and Taiwan is at the center of that, and so I’m so excited to see the success for Taiwan...”Taiwan Power Grid“Taiwan needs energy and the reason why Taiwan needs energy is because the industries are growing 14% in just the first quarter. In order for Taiwan to have prosperity, and economic growth and for all of the people here in Taiwan to continue to thrive and succeed and take the opportunity of the AI revolution, it needs to have energy.”Taiwan OpportunityI heard in the first quarter, Taiwan’s GDP was 14%, so I’m very, very happy to see all of the success and all the growth here in Taiwan and all of my partners doing so well. They’re working so hard and I’m very grateful.$NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) #Foxconn #Quanta #Wistron #semiconductors #AIservers Link:Source: Dan Nystedt
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