NVIDIA CEO Jensen Huang emphasized Taiwan's crucial position in the global artificial intelligence (AI) supply chain during the earnings call on the 29th. He announced multiple collaboration advancements with Taiwanese companies, which include chip testing at TSMC's Arizona facility, currently undergoing process qualification, with mass production expected to begin by year-end.

NVIDIA's latest financial report shows a non-GAAP earnings per share of $0.81 and total revenue of $44.06 billion, surpassing market expectations and demonstrating robust growth, particularly a 73% increase in data center revenues. However, due to restrictions on AI technology exports to China by the U.S., NVIDIA anticipates an $8 billion loss in the second quarter.

Huang noted that TSMC is constructing six wafer fabs and two advanced packaging facilities in Arizona, contributing to chip production for NVIDIA. This investment marks an important milestone for TSMC's manufacturing in the U.S. and strengthens Taiwan's leadership in the global AI chip supply chain.

Moreover, companies like ASE Technology Holding and Amkor are actively investing in packaging and testing facilities in Arizona, enhancing the vertical integration of the Taiwan-U.S. AI supply chain. Taiwanese ODM manufacturers are also ramping up efforts to keep pace with NVIDIA, such as Hon Hai, which is expanding its footprint in AI manufacturing by collaborating with NVIDIA to build a million-square-foot AI supercomputer facility in Houston, Texas, while Wistron is constructing a similar production base in Dallas, Texas, underscoring Taiwan's pivotal role in global AI infrastructure development.

Huang also mentioned that NVIDIA is partnering with Hon Hai and the Taiwanese government to establish Taiwan's first AI factory, with this cooperation officially announced at Computex, symbolizing the enhancement of Taiwan's capabilities in AI manufacturing. He highlighted the complexity of manufacturing AI supercomputers, noting that each GB200 NVL 72 rack comprises 1.2 million components and weighs nearly two tons.

As countries compete to build national-level AI platforms, Taiwanese suppliers are presented with substantial business opportunities. Huang highlighted that nations such as Japan, South Korea, India, Canada, France, the UK, and Germany are building national AI factories, and Taiwan's manufacturing prowess and technical capabilities make it a significant beneficiary of this global wave of AI infrastructure development. NVIDIA views 'sovereign AI' as a new growth engine, and countries are keen on establishing their own AI capabilities. Taiwan's complete ICT supply chain, advanced semiconductor technology, and deep collaborations with international giants place it in a favorable position amid the sovereign AI construction trend.

This earnings call underscores Taiwan's indispensable position in the global AI supply chain, highlighting the importance of Taiwanese firms in driving the development of AI from chip design and manufacturing to system integration.