00:00Hi, everybody.
00:02Greeted by fans and journalists in front of this Taipei restaurant,
00:07NVIDIA CEO Jensen Huang is causing a stir with his latest visit,
00:11his first time back in Taiwan this year.
00:14He says 2026 is going to be a big year for Taiwan's chipmakers.
00:19TSMC needs to work very hard this year because I need a lot of wafers.
00:23Over the next 10 years, TSMC will likely increase their capacity by much more than 100%.
00:33And so this is a very substantial scale-up in the next decade.
00:42The occasion of the night, a gathering of NVIDIA's top suppliers,
00:46whose combined market capitalization has the evening being billed as the trillion-dollar dinner.
00:51The attendees is a who's who of Taiwan's high-tech industry leaders,
00:56including TSMC CEO C.C. Wei, Quanta Chair Barry Lam,
01:01and Chair of Pegatron Tong Zixian, who briefly took questions upon his arrival.
01:05We're here to eat. Thank you.
01:08What's your new plan?
01:10Thank you. Thank you.
01:11I think we can't talk about such a warm-up event.
01:14We don't want to talk about a lot of new plans.
01:17I hope everyone will be happy to see today's meal today.
01:20A mix of leisure and business, Huang says he hosted a dinner to thank his partners and friends in Taiwan.
01:31But he comes out of the restaurant a few times during the night to say hi to fans outside.
01:36They won't let me go. Bye-bye.
01:39When asked about reports suggesting NVIDIA's 100 billion U.S. dollar investment in OpenAI is on the rocks,
01:47Huang had this to say.
01:49That's nonsense.
01:50Nonsense.
01:50Yeah, that's complete nonsense.
01:53We are going to make a huge investment in OpenAI.
01:58Yeah, I believe in OpenAI.
02:00The work that they do is incredible.
02:03They're one of the most consequential companies of our time.
02:05We haven't made the investment in them because they're closing their round.
02:10But we will definitely be involved in their round.
02:15Huang is expected to stay until Monday.
02:18Regarding the construction of NVIDIA's Taipei Headquarter,
02:21the company has yet to confirm if Huang will meet with Mayor Jiang Wanan to discuss details during his visit.
02:28With less than one day to go,
02:30his fans in the country may hope to catch a glimpse of the so-called godfather of AI before his next visit.
02:37Fu Hua Hong and Irene Lin for Taiwan Plus.
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