Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP
TechCrunch AI21h agoHardwareNvidia is pursuing the $200 billion CPU market through AI agent PCs associated with Microsoft, Dell, and HP. The potential impact depends on whether AI agents can reach mainstream users in a simple, safe, and useful way. The provided excerpt does not specify hardware models, pricing, release dates, or performance details.
Beyond Family Privilege: Spencer Huang's Path from Bartending to NVIDIA Robotics
INSIDE 硬塞 AI1d agoBusinessSpencer Huang, son of NVIDIA CEO Jensen Huang, took an unconventional route instead of entering the company directly. He first founded a well-known bar and later pursued an MBA. Huang then joined NVIDIA as an intern and entered its robotics lab, reflecting a start-over-from-the-ground-up approach that differs from the typical narrative surrounding the children of corporate leaders.
NVIDIA, Arm and Microsoft Tease a New Era of PC Ahead of GTC Taipei
INSIDE 硬塞 AI3d agoHardwareNVIDIA, Arm and Microsoft posted coordinated teasers around “A new era of PC,” tied to mysterious coordinates pointing to Taipei. The report frames the move as a pre-COMPUTEX push, with NVIDIA’s rumored N1X Arm chip expected to appear at GTC Taipei. Still, skepticism remains around delays, high pricing, and backlash against overused AI PC messaging.
Jensen Huang Hosts Taiwan Supply Chain Dinner, Says TSMC Leads Huawei by 10 Years
INSIDE 硬塞 AI4d agoBusinessNVIDIA CEO Jensen Huang hosted key Taiwanese supply chain partners, with senior leaders from TSMC, Foxconn, and Quanta attending the high-profile dinner. The report frames the event as a signal of Taiwan’s central role in AI hardware, from advanced chips to manufacturing and servers. Huang also said TSMC leads Huawei by 10 years, underscoring the strategic weight of semiconductor capability.
Snowflake signs $6B AWS deal for AI CPU chips
TechCrunch AI5d agoHardwareSnowflake has signed a massive five-year agreement with Amazon worth $6 billion to secure chips for AI usage. The deal is framed as another win for AWS as major data and cloud platforms lock in long-term compute capacity. TechCrunch also notes that Nvidia is being put on notice as alternative AI chip supply paths gain attention.
Nvidia bets $150B on Taiwan as US AI hub plan backfires★ 72
Ars Technica AI5d agoBusinessArs Technica reports that Nvidia will invest $150 billion annually to make Taiwan an AI “epicenter.” The headline frames the move against Trump’s effort to make the US an AI hub, suggesting the policy push may be backfiring. The provided source text does not specify investment targets, timeline, partners, or operational details, so the takeaway should remain focused on Nvidia’s strategic emphasis on Taiwan.
Jensen Huang Attends Groundbreaking for NVIDIA’s New Taiwan HQ in Beitou-Shilin
INSIDE 硬塞 AI6d agoBusinessNVIDIA CEO Jensen Huang appeared at the site of the company’s planned new Taiwan headquarters in Beitou-Shilin. The building centers on a “transparent” design concept, using an all-glass curtain wall to symbolize trustworthiness. According to the report, construction is planned to begin by the end of 2026, with completion and opening expected in 2030.
Jensen Huang Arrives in Taiwan for NVIDIA HQ Groundbreaking, GTC Taipei, and Supply Chain Meetings★ 75
INSIDE 硬塞 AI8d agoBusinessNVIDIA CEO Jensen Huang has arrived in Taiwan for a high-profile visit. His packed itinerary includes hosting the groundbreaking ceremony for NVIDIA's new Taiwan headquarters and delivering a keynote at GTC Taipei. Huang will also meet with key supply chain partners, including TSMC founder Morris Chang, at the highly anticipated "trillion-dollar banquet" to solidify hardware and AI ecosystem partnerships.