Huang Renxun appears in Taipei, revealing the next "AI blueprint" keyword for NVIDIA (NVDA.US): Rubin, Silicon Photonics, and the Chinese market.

Tencent Finance APP has learned that Huang Renxun, CEO of NVIDIA (NVDA.US), arrived in Taipei, China on Friday to visit TSMC, the chip giant's long-time chip foundry partner. As the world's most valuable company, NVIDIA is facing increasing friction over issues related to the AI chip industry where they are absolutely dominant, as well as the import and export of core AI infrastructure hardware components between Washington and Beijing. In addition, Huang Renxun revealed that the Rubin architecture AI GPU and a silicon photon processor have completed initial tape-outs.