SemiPulse — Semiconductor Intelligence

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family

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digitimes.com 2026-05-23

Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.

Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

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digitimes.com 2026-05-23

Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

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digitimes.com 2026-05-23

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.

These Words From Jensen Huang Signal Something Major Ahead for Nvidia - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

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Nvidia’s Jensen Huang Concedes China’s AI Chip Market to Huawei, but Announces New $200bn Market - Tekedia

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www.tekedia.com 2026-05-22 Tekedia

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Nvidia Stock Underperformance 'One Of The Mysteries Of The Universe,' Says CEO Jensen Huang — Wall Street Analysts Agree It Shouldn't Be - Stocktwits

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stocktwits.com 2026-05-22 Stocktwits

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