Nvidia News
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Nvidia CEO Jensen Huang was interviewed yesterday. Here is what he said.
Tariffs impact will not have a meaningful impact in the medium term and long term we will be sourcing most of our components in tariff free regions.
The market is completely wrong about our growth. Countries are awakening to the need to treat their sovereign data as a national resource. All companies are scrambling for AI factory token generation. Those that don't will become inefficient.
quote:
'All analysts forecasts have it wrong-are you guys listening, are you following along? None of the $1T capex spend(annually by 2028, massive in its own right) takes account of the massive AI Factory and Sovereign AI build out. Do you understand what I am saying? I say that because no one is even close. I see multiple hundred billion Capex projects that are coming online, it's not in any data centre forecast, yet. Are you guys paying attention. We are booking these are we speak. Pretty soon they will wake up. There is no doubt in my mind that out of $120 trillion global industry market that a very large part-many trillions of dollars will be in AI Factories. There is no question in my mind. Industry want to manufacture intelligence and we build those factories. This segment is completely unaccounted for to date. And it is the largest layer, larger than total data centre. The market today is focussed on large CSP (AWS/Azure etc) but I think very soon, starting err now, you will start seeing an AI Factory built out which is completely independent to CSP capex. We are working on some very big AI Factory projects. 100s of billions.And on competition-if your chips are not better than Hopper you may as well just give it away (quality dig there). And for us, every GW of DC is $50B revenue. When we are working on 5GW projects, you can do the math right? So any new DC is a massive investment-you won't be choosing anything but the best systems because the risks are too high otherwise. We are the best in ALL DC areas, not just the chip.
Of course the usual crowd would say, 'CEO pumps his company, shocker' but Huang is ultra conservative.
I've said it many times before. This company is just getting started.
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Very interesting as always Adam
I did see a couple of reports this morning from so called market experts that there was nothing to excite the market from Nvidia….perhaps they were not listening or thought he was talking crap as per your last comment -
Nothing to get excited about-
ok .Well put them on ignore
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Nvidia (NASDAQ:NVDA) will open a quantum computing research lab in Boston which is expected to start operations later this year.
The Nvidia Accelerated Quantum Research Center, or NVAQC, will integrate leading quantum hardware with AI supercomputers, enabling what is known as accelerated quantum supercomputing, said the company in a March 18 press release.
Nvidia's CEO Jensen Huang also made this announcement on Thursday at the company's first-ever Quantum Day
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SK Hynix announce mass production of HBM4 early. Originally scheduled for '2026' the company originally brought forward production to December 2025 but now state a time frame of 'mid-to-late' 2025 (October). Interesting, given there is only one customer and one chip designed to use it. Nvidia Rubin. Huang stated last week that Rubin would be available 'mid 2026' however we did discuss an early launch a couple of weeks ago and this is strong supporting evidence of 'early Rubin'. There is no need for HBM4 otherwise.
The Rubin architecture is a game changer in terms of power and efficiency and sets the industry on a path to 600Kw server racks. Not to mention ASP of said racks going beyond $10 Million each! Remember 'rack capacity ' is key and DLC is a must have for GB300(Blackwell Ultra) and of course Rubin which in future will be named the R100/R200 and VR200. The back end of 2025 is looking interesting.
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Just a quick one.
News of China going all green and restricting ai chips because they are power hungry
New from Alibaba 'why is the US spending so much on AI'and some people fall for it-pretty much all I have to say. The biggest polluter on the planet-the biggest builder of Coal fired power plants has concerns over power use. And Alibaba who can't access enough US silicon and is far far behind says 'it's not needed;.
China don't buy a lot of US chips. a few billion. Every chip not bought by china will be sold to someone else. Banning all chips to china won't have much impact. Not now or in the future because the company can only produce so much and has 10X demand for that limited supply.
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Fact. The CCP is pushing Hauwei (poor chips), the ascend 910C. It is far less efficient than the H20 in terms of operations per watt. So the 'don't buy US chips' because they hurt the planet is utter nonsense.
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Any country with a huge pool of slave labour ( in the literal sense of the word ) could dominate a low cost high volume infrastructure.
To borrow one of the words.... " apparently" Chinese internal media which is highly circulated by their wide network of paid shills , can also turn out a load of utter bollox statistics too .Just type in the question another way and the MI ( Moron Intelligence) engine spits out different rubbish
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Staying within the chip power restrictions relating to approved China exports, Nvidia has updated its Hopper (H20) variant to the H20E, with E denoting use of HMB3(E) memory. The chips will enter mass production next quarter. The H20E. The H20E will be even more efficient due to the use of lower power HBM(3E) it's basically a nerfed Hopper H100 and will be priced at around $17,000 each. Nvidia would likely sell between 1.2 and 1.5M of these chips in China in 2025 and it outsells Huawei Ascend chip 2:1 which is the best the chinese can produce and still not really compete with a neutered old architecture, the H100.
Here is a great example of efficiency and TCO (total cost of ownership). A 17k chip vs a 50k chip (blackwell).
Blackwell uses 1/12th the power per operation and is literally 100X faster when inferencing. It's $1.7M on H20 or $50K on Blackwell for the same performance.
You're flogging a dead horse with old architecture. It also hows you just how far behind China are.News that China has 'cracked the code' Deepseek is completely fake, evidenced by the fact they didn't use Huawei silicon, they used illegally sourced US spec Nvidia silicon.
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In 2024, analysts estimated NVIDIA shipped around 1 million H20 chips to China, generating over $12 billion in revenue, according to Reuters. The H20, priced between $12,000 and $15,000 per unit, became the go-to AI chip for Chinese firms like Tencent, Alibaba, and ByteDance after U.S. export controls banned more advanced models like the H100 in 2023. This $12 billion figure aligns with NVIDIA’s fiscal 2025 China revenue of $17.11 billion (including Hong Kong), though that total covers all products, not just H20s. This fig reconciled to their 10-k disclosures
For 2025, demand has spiked further. The Information reported on April 2, 2025, that Chinese companies ordered at least $16 billion worth of H20 chips in just Q1 (January–March), driven by fears of tighter U.S. restrictions.
The China story has been done to death. Sell -they’re losing China has been the call for almost 2 years’. Every year China business grows.
The H20 is receiving an upgrade to the H20e for June time frame.the same performance just better efficiency.
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If this extra tariff from China stays ….surely the chips they were getting if any would be diverted and snapped up by US companies
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Whilst we can never predict short term price movements, the current price is ridiculously cheap imo. On fundamentals it is 40% cheaper than Coke which has no growth.
But there is a lot of confusion out there. I was asked yesterday 'what about other countries retaliating with tariffs on the U.S. What they meant was, how would Nvidia deal with a tariff from another country. I explained that Tariffs are attached to the country of origin, not the country of ownership. 85%+ of the built up cost of Nvidia hardware is Taiwan and non US countries so they don't apply. However the media is spinning the story to stir up fear.
If you take a longer term view the current price is an opportunity to be considered.
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It’s mad…..didn’t Coke go up yesterday
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The Trump Administration is apparently pausing the implementation of an export ban to China for Nvidia's H20 GPU
The H20 is the most advanced chip offered by Nvidia that is still allowed to be exported to China. Industry observers and Chinese tech companies had expected the H20 to be added to the list of other banned hardware.
Why? Simple. The H20 is significantly less powerful than even the Hopper H200 and the Blackwell chip leaves the Hopper in its dust. It's a positive that the Govt are avoiding anything that would impact(negatively) their most important company.
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TSMC, is turning its AP8 facility in Southern Taiwan into a key production site for advanced chip packaging (CoWoS), mainly for AI technology. They bought this huge factory from another company in August 2024, and it’s already getting a big makeover. The plan was to start setting up the machines in mid-2025, but they’re now so eager to get going that they’ll begin in April 2025 instead. By the end of the year, they aim to have around 2,000 machines ready to roll.
The factory has a massive cleanroom—think a super-sterile space the size of several football pitches—much bigger than TSMC’s other plants. This makes it their largest site for this kind of work. Since the building was already there, it’s more about tweaking things rather than starting from scratch, which is speeding things up. They’re sorting out the cleanroom and fitting in all the necessary equipment as fast as they can.
The goal is to start making chips by the second half of 2025, maybe as early as July, with some test runs possibly happening a bit sooner. This facility will significantly boost Blackwell(and later Rubin output) TSMC wants to make chips to keep up with the huge demand for AI, hoping to have everything running smoothly by 2026.
This dropped today, Morgan Stanley CoWoS demand/supply. Nvidia share is growing and accounts for 65-70% of total global demand. In thousands of wafers. With 1 wafer yielding 16 Blackwell GPU
The latest news is Rubin is definitely coming early-6 months early due to high demand. And to crush the competition. Everything is progressing nicely!
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The US will be self reliant(largely) by 2030. Any invasion by China would destroy their own economy because Sanctions would be profound. They would not be able to use any of the most advanced Fabs because there is already a protocol. Destroy them. TSMC has diversified into Japan, Germany and the US. The risk of China causing problems in this regard are very low.
It's one of those scenarios to simply ignore because the impact would be far greater than 'your stock portfolio'.
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Nvidia’s Claim: The headline about Nvidia making AI servers in the U.S. ties into TSMC’s Arizona plant for Blackwell chips (B100/B200) and plans for data centre infrastructure.
The Chip’s Role: The chip (e.g., Blackwell GPU) is a small physical part of an AI server, albeit the most critical and expensive component. A single B200 can cost $30,000-$40,000, and a server like Nvidia’s DGX B200 will use multiple GPUs, driving costs into the millions. But the server itself—racks, cooling systems, networking, memory, power supplies—comprises thousands of parts.
Most of these—capacitors, resistors, PCBs, etc.—come from Asia (Taiwan, China, South Korea), where companies like Foxconn, Quanta, and TSMC dominate the supply chain.
U.S. Manufacturing Reality: Producing Blackwell chips in TSMC’s Arizona fab is a step toward U.S. involvement, but it’s a tiny piece of the puzzle. These chips need advanced packaging (CoWoS-L) in Taiwan, so they’re not fully “made” in the U.S. Assembly of AI servers could happen stateside—Nvidia has partnered with companies like Dell and Super Micro, who have U.S. facilities—but the components are overwhelmingly sourced from Asia. For example, TSMC’s Arizona plant might churn out 10,000-12,000 Blackwell chips daily at full capacity, but the servers’ other parts aren’t made locally. Today we are looking at max 5,000 chips per day from a total(and growing) 30k per day global supply (15% US/85% Taiwan) Claims of “American-made” servers stretch the truth unless Nvidia redefines what “made” means.
Marketing Fluff?: . Huang’s rhetoric leans into geopolitical tailwinds—U.S. chip self-reliance, CHIPS Act vibes—while glossing over the reality that Asia’s grip on electronics manufacturing is ironclad. The $500 billion figure, if tied to Nvidia’s plans, feels like a headline-grabber, mixing their investments (R&D, factories) with broader AI infrastructure costs. It’s not like Nvidia’s personally cutting a half-trillion-dollar cheque. They’re capitalising on the narrative of bringing tech back to the U.S., but the supply chain math doesn’t lie—Taiwan and Asia are still the backbone.
The Arizona fab’s output is real, even if limited, and Nvidia’s push for U.S. data centres could drive jobs and infrastructure. But fully American-made? No, not happening any time soon.
I only say this because I'm calling the headline out for what it is-waffle. I still do not think any administration is going to damage their most valuable industry-and so far they have not
