Nvidia CEO Jensen Huang says a forgotten 1950s European alliance secretly secured Taiwan’s chip empire — decades later, an island hardly bigger than Maryland dominates 90% of the advanced chip market
THE SO WHAT
Huang’s framing of Taiwan’s chip dominance as the product of decades-long alliances and industrial planning is a reminder that AI capacity is downstream of geopolitical compounding, not quarterly vendor deals. If your roadmap assumes unconstrained advanced-node supply, you’re making a political bet as much as a technical one.
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