Global AI Computing Power Shortage: NVIDIA Relies on Taiwan Ecosystem to Scale Production
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Shar Narasimhan, Director of AI and Data Center GPU Product Marketing at NVIDIA, stated on June 3 at GTC Taipei that global demand for AI computing power far exceeds current supply. He announced that the new-generation Vera Rubin architecture has entered mass production. He emphasized that Taiwan's ecosystem, with its 'hard-working' and 'very advanced technology' strengths, is an indispensable partner for NVIDIA to scale production capacity for global AI factories. The Vera Rubin platform simplifies design, achieving a 20x faster manufacturing step, and includes an 88-core CPU for Agentic AI workloads.