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2026-05-29
Wedbush's Dan Ives: AI Revolution Is Only in Third Inning. Here's Why Nvidia and U.S. Chip Stocks Have Years of Upside Left. - 24/7 Wall St.
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247wallst.com 2026-05-29 24/7 Wall St.
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2026-05-29
Nvidia CEO says Huawei's Tau Scaling Law not a threat to TSMC
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digitimes.com 2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-28
NVIDIA and Taiwan: Why the AI Revolution Is Turning the Island into the World’s AI Infrastructure Hub - semivision
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tspasemiconductor.substack.com 2026-05-28 semivision
Discover more from SEMIVISION @_@ SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem. Over 17,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in NVIDIA
Artificial IntelligenceSemiconductorAI InfrastructureTSMCNVIDIAAdvanced PackagingPCBCCL Materials
2026-05-28
Nvidia CEO wants Taiwan to be center of “AI revolution,” not US - Ars Technica
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arstechnica.com 2026-05-28 Ars Technica
“TAIWAN IS BOOMING” Nvidia bets $150B on Taiwan as Trump’s plan to make US an AI hub backfires Nvidia will invest $150 billion a year to make Taiwan an AI “epicenter.” ASHLEY BELANGER – MAY 28, 2026 3:59 AM | 45 Donald Trump (L) listens as Nvidia CEO Jensen Huang speaks during a White House event on "Investing in America." Credit: Andrew Harnik / Staff | Getty Images News In a splashy move tha
Artificial IntelligenceSemiconductor ManufacturingChip IndustryTSMCNVIDIAAI ChipsSupply ChainUS-China Trade
2026-05-27
Nvidia to spend $150 billion a year in Taiwan, ’epicentre’ of AI revolution, says CEO By Reuters - Investing.com
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www.investing.com 2026-05-27 Investing.com
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2026-05-27
Nvidia plans $150B annual investment in Taiwan for AI revolution - Crypto Briefing
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cryptobriefing.com 2026-05-27 Crypto Briefing
Nvidia plans $150B annual investment in Taiwan for AI revolution Jensen Huang calls Taiwan the 'epicentre' of AI as Nvidia ramps spending from $100B to $150B per year, with a new headquarters set for
NVIDIATaiwan SemiconductorAI ChipsAI InfrastructureTSMCSemiconductor InvestmentAI RevolutionTechnology Investment
2026-05-27
Nvidia CEO says Taiwan is 'epicentre' of AI revolution - Yahoo Finance UK
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uk.finance.yahoo.com 2026-05-27 Yahoo Finance UK
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2026-05-27
Nvidia CEO says Taiwan is 'epicentre' of AI revolution - Reuters
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www.reuters.com 2026-05-27 Reuters
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2026-05-27
Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO - Yahoo Finance
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finance.yahoo.com 2026-05-27 Yahoo Finance
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2026-05-27
Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem
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digitimes.com 2026-05-27
Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom Pérignon, and framed Taiwan as central to the company's AI expansion. Taipei Mayor Wayne Chiang attended only as a "guest."
2026-05-25
Qualcomm Stock Is the Sleeping Giant of the AI Revolution. It’s Starting to Wake Up. - Barchart
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www.barchart.com 2026-05-25 Barchart
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2026-05-23
Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-05-23 Yahoo! Finance Canada
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2026-05-23
Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution - Proactive financial news
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www.proactiveinvestors.com 2026-05-23 Proactive financial news
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2026-05-17
Jim Cramer on NVIDIA: “There Would Be No AI Revolution Without Jensen Huang” - Yahoo Finance
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finance.yahoo.com 2026-05-17 Yahoo Finance
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2026-05-11
‘Your Career Starts at the Beginning of the AI Revolution,’ NVIDIA CEO Tells Graduates - NVIDIA Blog
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blogs.nvidia.com 2026-05-11 NVIDIA Blog
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2026-05-11
‘Your Career Starts at the Beginning of the AI Revolution,’ NVIDIA CEO Tells Graduates - NVIDIA Blog
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blogs.nvidia.com 2026-05-11 NVIDIA Blog
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