Vivold Consulting

Nvidia CEO in Taipei to visit TSMC, says in talks with US over new China chip

Key Insights

Nvidia CEO Jensen Huang visited TSMC in Taipei to discuss ongoing collaborations. The visit coincides with Nvidia's talks with the U.S. government about introducing a new AI chip for the Chinese market.

Stay Updated

Get the latest insights delivered to your inbox

Navigating the AI Chip Crossroads

Nvidia's CEO, Jensen Huang, recently met with TSMC executives in Taipei, underscoring the strategic importance of their partnership. This meeting comes at a critical juncture as Nvidia engages with the U.S. government to potentially introduce the B30A chip, a successor to the H20, tailored for the Chinese market. The decision hinges on U.S. regulatory approvals, reflecting the delicate balance Nvidia must maintain between innovation and compliance.

The Bigger Picture

- Market Dynamics: Nvidia's efforts to retain its foothold in China are challenged by local authorities' security concerns and production halts by partners like Amkor and Samsung.

- Strategic Implications: The outcome of these discussions could significantly influence Nvidia's market share and the broader AI chip landscape in China.

As the AI industry evolves, Nvidia's maneuvers highlight the complexities of operating at the intersection of technology, geopolitics, and market demands.

Related Articles

L'Oreal's OpenAI deal puts Maybelline try-on, product discovery, and ChatGPT ads in play

L'Oreal has announced a wide-ranging collaboration with OpenAI, unveiled at VivaTech 2026, that brings Maybelline's virtual makeup try-on directly into ChatGPT via L'Oreal's ModiFace AR technology. The deal spans consumer shopping tools, product discovery for brands like Lancome and Kerastase, advertising pilots (SkinCeuticals, CeraVe, Garnier), and R&D - including using OpenAI's GPT-Rosalind life-sciences model for skin-microbiome research. It lands as OpenAI reports ChatGPT at more than 900 million weekly users.

Sakana's Fugu delivers multi-agent frontier performance through one API - and pitches it as an export-control hedge

Sakana AI has launched Fugu and Fugu Ultra, a multi-agent orchestration system delivered as a single foundation model - Fugu is itself an LLM trained to route tasks across a swappable pool of the world's best models (and recursively to itself) via one OpenAI-compatible API. Sakana says Fugu Ultra matches frontier models like Anthropic's Fable 5 and Mythos Preview on demanding engineering, science, and reasoning benchmarks, while pitching the approach as an AI-sovereignty hedge: if one provider's access disappears, as with Anthropic's recently export-controlled models, Fugu reroutes around it. It is generally available today through subscription and pay-as-you-go tiers.

HSBC's multi-year Google Cloud deal targets 200+ AI use cases, some worth $100M+ each

HSBC has signed a multi-year partnership with Google Cloud to build and deploy AI across wealth management, financial-crime risk, and internal decision support, using Gemini models and the Gemini Enterprise Agent Platform. The bank expects more than 200 AI use cases over two years, with selected ones each potentially returning over US$100 million. It builds on a deep existing base - 600-plus AI use cases and a Google-built financial-crime system screening 1.2 billion transactions a month.