Nvidia CEO Jensen Huang Says AI Memory Needs Are Rising During Taiwan Trip, Backs TSMC's Global Expansion, Dismisses China H200 Rumors

On Thursday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said during a sojourn to Taiwan that surging AI request is rapidly expanding the request for precocious memory.

Huang said the aboriginal of artificial quality volition beryllium shaped arsenic overmuch by representation arsenic by computing power, reported UDN, 1 of the starring media platforms successful Taiwan.

He noted that modern AI models request to think, respond and crushed astatine highly precocious speeds, driving a crisp emergence successful representation capableness requirements crossed the industry.

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The Nvidia CEO besides highlighted that the institution collaborates with each large high-bandwidth representation supplier, including SK Hynix, Samsung Electronics (OTC:SSNLF) and Micron Technology Inc (NASDAQ:MU).

He said Nvidia relies heavy connected these partners to conscionable soaring request this year.

Huang rejected concerns that the U.S. has shifted astir 40% of Taiwan's semiconductor manufacturing capableness stateside.

Instead, helium said planetary spot accumulation should beryllium viewed arsenic expanding, with caller capableness being added successful the U.S., Europe and Japan portion Taiwan remains a cardinal manufacturing hub.

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Huang praised Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) arsenic the world's champion foundry partner, citing its exertion leadership, execution and flexibility.

He said TSMC volition request to importantly standard capableness implicit the adjacent decade, with astir accumulation staying successful Taiwan alongside overseas expansion.

Huang dismissed rumors circulating successful mainland China that Nvidia's H200 AI chips person received regulatory approval, saying nary orders person been placed and last clearance is inactive pending.

If support comes, helium said, Nvidia is prepared to determination rapidly with partners to present products.

Previously, it was reported that the clearance was granted during Huang's sojourn to China, wherever he's kicking disconnected the company's yearly events up of the Lunar New Year successful mid-February.

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Nvidia's H200 AI spot has go a flashpoint successful U.S.-China tech tensions. While Washington has approved shipments, Beijing has yet to afloat wide imports.