Part 11/14:

Nvidia remains at the forefront of this AI revolution. Reports from TSMC—Nvidia’s semiconductor manufacturing partner—highlight unprecedented demand for AI chips, with demand expected to accelerate further. TSMC’s CEO, CC Wei, confirmed that customers (including AI labs and cloud providers) are ordering chips at astonishing levels, prompting discussions about doubling wafer supply for AI applications.

Recent announcements reinforce Nvidia’s dominance: collaborations with OpenAI, Intel, and Microsoft Azure demonstrate widespread industry endorsement. Cloud providers are ramping deployment of Nvidia’s next-generation GPUs (like Blackwell Ultra), and Nvidia’s networking technology (Spectrum X) is gaining traction among hyperscalers, emphasizing their integral role in AI infrastructure.