Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: “Are you relevant to AI leaders or core enterprises?”

During the GPU Technology Conference (GTC) 2025 in San Jose, Nvidia founder and CEO Jensen Huang hosted an exclusive Taiwan Night dinner, where he addressed key Taiwanese industry leaders, including top executives from Asus, Foxconn, Gigabyte, and Quanta. The special event, held on the evening of March 20, 2025, provided Huang a platform to celebrate Nvidia’s deep ties with its Taiwan partners and explain the unconventional strategy behind his recently announced four-year product roadmap unveiled earlier at GTC.

Pegatron Corporation has opened a new office in Santa Clara, California—directly across from Nvidia’s headquarters—as part of its strategic push to scale North American operations amid surging demand for AI server infrastructure.

The development of artificial intelligence (AI) is closely tied to data centers, and the key hardware infrastructure of these centers is now facing three crucial trends: high efficiency, high power density, and high reliability. Anderson Huang, Director of field Application at Analog Devices (ADI), a major analog component manufacturer, pointed out that these three factors are essential for the advancement of AI computing.