Jensen Huang’s Taiwan trips expose Nvidia’s GPU supply bottleneck
Nvidia CEO Jensen Huang is reportedly flying to Taiwan monthly to request more GPUs, but has been unable to secure increased supply from TSMC. Michael Parekh stated that TSMC is the primary bottleneck limiting Nvidia's long-term AI growth potential.
Key Takeaways
- Jensen Huang has been traveling to Taiwan nearly every month to request more GPUs for Nvidia.
- TSMC has reportedly answered Nvidia’s supply requests with “not yet,” according to the article headline.
- Michael Parekh told Stocktwits that TSMC is the primary bottleneck for Nvidia’s long-term AI growth potential.
Why It Matters
The immediate takeaway is that Nvidia’s AI expansion is running into a supply constraint, not a demand problem: Jensen Huang is reportedly making near-monthly trips to Taiwan, but TSMC has not increased GPU supply. That puts TSMC at the center of Nvidia’s long-term AI growth path, since the article frames it as the primary bottleneck. For StreamingMeme readers, the key signal is whether those Taiwan visits translate into a change in TSMC output or, as the article says now, the answer remains “not yet.”
Read full article at stocktwits.com
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