Jensen Huang Reveals Why Taiwan's Supply Chain is Booming: AI Has Entered a Profitable Phase

Central News Agency, Taipei, 31st. NVIDIA CEO Jensen Huang revealed in a media interview that AI, through advanced agent systems, is now capable of highly productive work and that "AI is now profitable." This is driving a global arms race for computing power among tech giants, leading to a heavy reliance on Taiwan's hardware ecosystem. Huang gave the interview to TVBS during a "trillion-dollar banquet" for supply chain executives on the evening of May 28th. He said that in the past six months, AI technology combined with advanced agent systems has become capable of highly productive tasks such as writing software. Because AI has become a tool that can generate real profits for companies, global corporations are scrambling to purchase computing power to generate more AI tokens for revenue. "This is why Taiwan is so busy right now," Huang said, naming partners like TSMC, Quanta, Wistron, and Foxconn, who are all running at full capacity to create more computing power for the world. Regarding Taiwan's position in the tech industry, Huang reiterated that Taiwan is not just a semiconductor hub but the "epicenter" of an extremely complex supply chain, ranging from wafer manufacturing, packaging, system interconnects, copper wiring, silicon photonics, to power supply and liquid cooling systems for AI factories. Addressing concerns about an "AI bubble," Huang believes this industrial revolution, which automates "cognitive intelligence," has just begun, with decades of growth ahead. He also analyzed that while AI will be global, it will also be regional due to linguistic diversity. He emphasized that building "local AI" is crucial for many countries. Huang also offered advice to young people in Taiwan, encouraging them to actively participate in AI and use AI tools to enhance their professional skills. He emphasized that the essence of AI is to bridge the technology gap, and there is no need to panic about unemployment: "You won't be replaced by AI, but you might be replaced by those who are proficient in using AI."