Jensen Huang: NVIDIA has a surprise new product; willing to invest in Taiwanese firms

Central News Agency (Taipei) NVIDIA CEO Jensen Huang attended a dinner with Quanta Computer Chairman Barry Lam tonight. After the dinner, Huang told reporters that the main topic was increasing production capacity, as the second half of the year will be very busy. "We have a surprise new product that we haven't told anyone about yet," he said, adding that it would be announced later. When asked about the possibility of investing in Taiwanese companies, Huang said, "If there is an opportunity, we would be very happy to," though there are no specific plans at the moment. After the nearly 3-hour dinner, Huang stepped out of the restaurant to speak with the media. He said he had a great dinner with Lam to celebrate their partnership and discuss the amazing future they are creating together. Huang stated that the main discussion was about ramping up production, as the second half of the year will be extremely busy, including the Grace Blackwell and Vera Rubin chip platforms. Regarding NVIDIA's new headquarters in Taiwan, which can accommodate 4,000 people, Huang admitted that land in Taiwan is very expensive and scarce in Taipei, so they should ensure 4,000 talented people are stationed there. When asked about the tight supply of TSMC's 3nm and 2nm processors, Huang said TSMC is the best company in the world, and what they do is extremely difficult, deserving of all the value and profit they create. Huang emphasized that NVIDIA's job is to use TSMC's technology to build amazing products that customers value, adding, "I think TSMC can be very successful, and NVIDIA can be very successful; both can coexist." Regarding potential investments in Taiwanese firms, Huang said, "I don't remember if we have plans to invest, but there is nothing wrong with doing so." He noted that Taiwan has many excellent companies, and it would be an honor to own shares in them, though there are no specific targets or plans currently. Looking ahead to GTC Taipei, Huang said he has a lot of content to announce and that the second half of this year will be the biggest in NVIDIA's history and the biggest in Taiwan's history.