Can anything stop Nvidia’s Jensen Huang?
Hindustan TimesJensen Huang is a man on a mission—but not so much that he does not have time to tell a good story at his own expense. This is the start of a new industrial revolution and, according to Mr Huang, Nvidia is first in line to build the “AI factories” of the future. Nvidia announced the launch later this year of a new generation of Superchips, named Blackwell, that are many times more powerful than its existing GPUs, promising bigger and cleverer AIs. TSMC, the world’s biggest semiconductor manufacturer, which actually churns out Nvidia chips, is struggling to make enough of the advanced packaging that binds GPUs and memory chips together. “You can’t grow the supply of power anything like as fast as you can grow the supply of chips,” says Pierre Ferragu of New Street Research, a firm of analysts.