During an interview with global media and analysts at Computex 2025, NVIDIA CEO Jensen Huang explained the reason for establishing a new office in Taiwan, citing significant connections with the Taiwanese ecosystem and supply chain, as well as NVIDIA's need to invest more R&D resources. Huang also repeatedly criticized the Trump administration's export ban on advanced AI-related technology products, calling it a misguided decision.
Reasons for choosing Taiwan as the second largest office outside the United States
Regarding the announcement of the new Taiwan office during Computex 2025,NVIDIA ConstellationMoving into Taipei's Shilin-Beitou area, Huang Renxun said that NVIDIA's cooperation with Taiwan's ecological supply chain is becoming increasingly close, so the number of R&D personnel in Taiwan is also continuing to increase. However, the current office space is no longer sufficient, so it is necessary to move to an office environment with more space.
Some believe that NVIDIA's expansion of investment in the Taiwanese market is due to the fact that its GPU products are mainly manufactured and packaged by TSMC, and related components also rely on Taiwan's supply chain. This is why Huang Renxun has repeatedly emphasized that NVIDIA's success is deeply related to Taiwan.
NVIDIA's second-largest office outside the United States will soon be located in Taiwan. The company has also announced a collaboration with Foxconn, TSMC, and the National Science and Technology Council (NSTC) of Taiwan to build local artificial intelligence infrastructure. This means that for NVIDIA, Taiwan will no longer be just a product manufacturing location, but a key development base.
Criticizing the Trump administration's current decision-making errors
In interviews, Huang Renxun repeatedly criticized the Trump administration's current practice of imposing export restrictions on artificial intelligence-related technology products, believing that this is a wrong decision.
Jensen Huang stated that the Chinese market remains crucial, particularly as many AI technologies are currently making significant progress in this market. For example, DeepSeek, which quickly gained widespread attention this year, and Alibaba's Qwen (Tongyi Qianwen) are examples. Even Chinese companies like Huawei, facing difficulties in obtaining AI computing products built using advanced processes, are seeking to gain more development opportunities in this wave of AI technology.
However, US companies have been severely restricted by policies proposed by the Trump administration, making it impossible for their AI applications to profit from the $500 billion Chinese AI market. Even the H20 accelerator, originally designed for the Chinese market, has been banned from sale. As a result, NVIDIA's market share in this market, which originally reached 95%, has dropped to around 50% in a short period of time. This has also led to the company reporting a $55 billion loss in its financial report and resulting in billions of dollars in losses.
Judging from the current trend of continued growth in demand for AI, almost all companies are actively investing in this market development. However, the Trump administration's misguided policies have restricted the development of US companies. Huang Renxun called on the Trump administration to abandon its insistence that "AI technology must be provided by the United States" and allow US companies to become the majority of AI computing infrastructure providers and technology leaders, thereby controlling market development. Otherwise, it will only allow Chinese companies to try to circumvent the ban and accelerate the growth of their AI technology, which will in turn cause US AI technology to fall behind due to restrictions.
