Pay workers 'as much as possible', Nvidia's Huang says - RFI

NVIDIA CEO Jensen Huang emphasized that companies should pay employees 'as much as possible,' a sentiment echoed amid the booming AI sector and rising industry investment. His remarks come at a time w... Read original →

Jensen Huang’s call to pay employees 'as much as possible' signals intensifying talent wars in the AI chip arms race. Technologically, NVIDIA’s push of AI into Windows laptops forces TSMC to reallocate 3nm/EUV capacity toward consumer AI chips, straining supply for mobile and automotive segments. Strategically, its $15B annual investment pledge in Taiwan, China deepens reliance on a geopolitically volatile node—any cross-strait disruption would immediately rattle global AI hardware logistics. Competitively, Intel and AMD will likely accelerate x86-based AI optimizations and potentially partner with Samsung on integrated HBM-CPU solutions; meanwhile, Samsung’s internal labor unrest risks delaying its AI memory roadmap. Over the next 12–24 months, ‘physical AI’ and robotics partnerships will define new battlegrounds, but winners will be those who sustain system-level innovation amid soaring talent costs, geographic concentration of fabs, and fragmentation across AI hardware stacks.