Nvidia pitches ‘insane’ AI returns to billionaires - Taipei Times

NVIDIA CEO Jensen Huang emphasized at the Computex Taipei trade show that returns on artificial intelligence investments have entered a 'crazy' phase, aiming to dispel lingering concerns about the lon... Read original →

Jensen Huang’s 'insane ROI' declaration at Computex signals the hardening of an AI-driven tech-capital feedback loop. 3nm and EUV capacity is now fully committed to AI accelerators, forging a 'compute triad' among TSMC (Taiwan, China), SK Hynix, and Micron—forcing Marvell and others to accelerate CoWoS packaging integration. Geopolitically, delayed U.S. CHIPS Act disbursements and China’s aggressive 28nm expansion are fracturing the supply chain: cutting-edge logic remains tethered to TSMC, while mature nodes retreat regionally. Intel’s 18A bet lacks yield momentum to disrupt NVIDIA’s TSMC-backed dominance. Over the next 12–24 months, competition will pivot from raw GPU counts to power efficiency and full-stack software optimization. If ROI falters, equity markets may trigger a valuation reset—the current 'billionaire gold rush' is less about sustainable adoption and more a race to monetize a narrowing window of architectural monopoly.