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“Nvidia Reignites AI Chip Momentum as Taiwan Talks Signal Soaring Demand” 🚨🚨🚨

Nvidia’s fortunes are once again turning skyward — and this time, the good news is coming out of Taiwan.

While geopolitical tensions have put limits on what Nvidia can send into China, CEO Jensen Huang is more than happy to talk about what is flowing out of Taiwan: massive volumes of its flagship Blackwell AI chips, which Huang says are seeing “very strong demand.” That shouldn’t come as a surprise after he recently touted $500 billion in pending orders for Nvidia’s next-generation processors.

During a joint appearance in Taiwan, TSMC CEO and Chairman Dr. C.C. Wei confirmed that Huang personally requested more wafer capacity to meet the growing demand, though he declined to offer specific production details. The world’s largest chip manufacturer also reported solid October sales, reinforcing confidence in the global semiconductor supply chain.

The market’s response was swift — Nvidia shares jumped more than 3% in premarket trading, while fellow chipmakers Micron (up 5%) and AMD (up 3.6%) also saw strong early gains. Broader optimism about a potential end to the U.S. government shutdown helped fuel the rally, lifting the entire tech sector.

Wedbush analyst Dan Ives called last week’s dip in tech “a short-lived white-knuckle moment,” arguing that Nvidia’s upcoming earnings could serve as a “major validation moment for the AI revolution.” Ives expects AI-driven spending to accelerate into year-end and beyond, as investors continue to underestimate the scale of the transformation underway.

Even amid political gridlock in Washington, AI investment shows no signs of slowing. Companies like OpenAI continue to ramp up spending, and the sector’s resilience is once again proving that innovation, not politics, is driving the next wave of growth.