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Nvidia AI GPU dominance to bolster key supply partners TSMC, Foxconn

Nvidia has almost monopolized the hottest AI GPU market as the largest beneficiary of the ongoing global generative boom sparked by ChatGPT, which will significantly benefit its manufacturing partners in Taiwan, including TSMC, landing all foundry orders for the chips and Foxconn Technology securing 90% of assembly orders for H100 AI system devices, according to industry sources.
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Nvidia's CEO talks about trends towards ChatGPT and large language models

Nvidia CEO Jensen Huang at this years GPU Technology Conference (GTC) discussed a variety of subjects and technological development trends, particularly those related to accelerated computing and AI. In a Q&A call hosted by Nvidia for the press based in Asia on March 22, Huang revealed his vision for the era of accelerated computing and AI that he believes has come, and trends towards applications like ChatGPT and massive language models.
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