Breaking barriers with rivals, Jensen Huang says 'Intel is a great partner'

Central News Agency, Taipei, May 29: Under the wave of artificial intelligence (AI), the competitive landscape of global tech giants is undergoing a qualitative change. Jensen Huang, CEO of AI chip giant NVIDIA, said today that NVIDIA has a great partnership with Intel and Marvell, combining their ecosystems to enter the AI PC, data center, and custom chip markets. He also predicted that NVIDIA's performance next year will replicate this year's strong doubling growth, marking another year of explosive expansion. Huang attended the NVIDIA AI Factory MGX Ecosystem Conference tonight and accepted media interviews afterward. While NVIDIA and Intel were often viewed as rivals in the data center and chip markets, Huang rareley supported the other side tonight, emphasizing that NVIDIA and Intel have a "great partnership." Huang pointed out that Intel builds excellent x86 CPUs and possesses a vast existing ecosystem. In the future, they will combine NVIDIA and Intel's ecosystems to jointly build next-generation AI PC and data center products, noting that the cooperation between the two management teams is very harmonious. He said NVIDIA is also working closely with network chip giant Marvell, combining Marvell's custom chip capabilities with NVIDIA's high-speed networking and transmission technologies built around NVLink and Spectrum-X. Huang revealed that NVIDIA will see nearly 100% growth this year and expects to maintain the same astonishing growth rate next year, noting that the entire supply chain will be "incredibly busy" from the second half of this year through next year. However, with the surge in order visibility, capacity challenges for foundries and key components have followed. When asked by the media if supply issues for ABF substrates or memory have been resolved, Huang bluntly stated, "Supply issues will never be resolved." He explained that this is because global market demand for NVIDIA products is too strong, and existing capacity is far from sufficient; NVIDIA and its Taiwanese partners can only move at full speed and continue to work hard to catch up. Facing the full arrival of the AI era, Huang also gave specific advice to the new generation. He urged young people to try ChatGPT or other AI tools, describing the process of interacting with AI and writing prompts as essentially writing software programs in human language, which is an essential precision communication skill for the future that everyone must learn as early as possible. Regarding the aggressive six-day work week culture prevalent in Silicon Valley startups, Huang humorously responded that NVIDIA only works five days a week, and he has always encouraged employees to take time to accompany their families. He also thoughtfully reminded the Taiwanese media who had been waiting for a long time, "Go home and rest quickly, I don't want to see you tomorrow," showing his approachable side.