NVIDIA Salary Details for Various Positions Exposed: Most Expensive Ones Aren't AI Researchers, Many with Basic Annual Salary of 2 Million Yuan - eu.36kr.com

A recent leak of NVIDIA's internal salary data reveals the company's generous compensation practices across various roles. Contrary to popular belief, the most expensive positions are not AI researche... Read original →

NVIDIA’s disclosed compensation structure reveals that AI infrastructure competition has shifted from algorithms to full-stack integration. Its highest salaries target 'invisible pillars'—3nm chip design, CUDA ecosystem architects, and system software—not just AI researchers. This pressures TSMC and other foundries to accelerate EUV yield improvements for complex SoCs. Geopolitically, such talent-intensive investment heightens exposure to U.S. export controls, especially given reliance on advanced nodes in Taiwan, China. Competitors like AMD and Intel may abandon pure hardware catch-up, pivoting instead to open-source software stacks or region-specific solutions. Over the next 12–24 months, a 'compensation inflation' tailwind will emerge: top firms retain talent with ultra-low turnover, while second-tier players face brain drain, accelerating structural consolidation in the AI chip sector.