In a rather wild rumor, it seems like NVIDIA's CEO visit to Taiwan was not only for the company's internal matters, rather Jensen apparently had to convey a message from President Trump.
NVIDIA CEO Was Rumored to Visit Taiwan to Tell TSMC They Might Have to Share Revenue With the Trump Administration
[Update]: TSMC has dismissed the rumor around NVIDIA's CEO visit to Taiwan and a deal with President Trump, as reported by FocusTaiwan.
[Original]: For those unaware, President Trump had put up a deal for American chip manufacturers a few weeks ago, where firms like NVIDIA and AMD would pay 15% of their revenue for all chips sold to China. While we still haven't seen a 'formalized' version of the deal, it did seem clear that the Trump administration was willing to micro-manage American firms. In the report by the Taiwanese outlet CNA (also FocusTaiwan), it was rumored that NVIDIA's CEO Jensen Huang went to Taiwan recently to let the Taiwan chip giant know that it might need to share its revenue from China chips as well.
The report claimed that Jensen's sudden visit to Taiwan was to convey to TSMC that President Trump wants to get the chip giant involved in a deal with the administration that will allow them to sell their AI chips to Beijing. While matters haven't turned out the way NVIDIA would've thought, it is evident that the Trump administration wants the whole supply chain to be involved in a deal for accessing the Chinese customer base. However, it is important to take this rumor with a grain of salt for now, since there isn't official sources confirming this rumor yet.
Based on what we know, one of the primary objectives of Jensen's recent visit to Taiwan was to oversee the production of the Rubin AI lineup, in particular, 'six new chips' that involve the Vera Rubin lineup and all the essentials around it. NVIDIA's CEO also appreciated the importance of TSMC for the company's business, with Jensen claiming that the Taiwan giant would get a lot busier in the upcoming months, courtesy of the demand coming in.
It would be interesting to see how the NVIDIA-China business evolves in the future, especially since the hurdle is actually Beijing itself, which is now convincing domestic tech giants to switch to in-house solutions. NVIDIA has declined to comment on the above rumor for now.
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