Huang popped to Taipei to meet TSMC with six fresh Nvidia chips on the way.
China is souring on Nvidia’s H20. Reports say production is being paused.
Nvidia is talking with the U.S. government about a new, compliant chip for China.
Nvidia is largely seen as a bellweather for the wider AI industry (Nvidia).
Nvidia’s Jensen Huang flies in to Taiwan to thank TSMC, line up
next-gen parts, and juggle China H20 AI chip headaches.
A Thank-You Tour with a To-Do List
Jensen Huang landed in Taipei and promptly headed for Taiwan
Semiconductor Manufacturing Co. (TSMC).
The reason sounded simple enough. He came to “thank all of the people for
working hard for me,” and to talk about what is coming next. Huang called
TSMC “one of the greatest companies in the history of humanity,” which, given
Nvidia’s current market cap and backlog, reads like equal parts praise and
survival instinct.
Jensen Huang, CEO of Nvidia (Nvidia).
Huang told reporters he would meet top TSMC executives to discuss
Nvidia’s latest virtual-reality-related chips and new devices such as
Spectrum-X Phonics switches. He also said Nvidia is working with TSMC on six
new chips, including a CPU, a GPU, and NVLink parts used in switch production,
adding: “All of these chips are now in TSMC’s fabs.” That is a tidy way to say
the pipeline is real, and it is already running through Hsinchu.
Translation: Nvidia is not just thanking TSMC for the past year’s heroics.
It is staking its near future on them too.
Meanwhile in China: The H20 Gets the Side-Eye
Even as Huang made nice in Taipei, the China story kept intruding.
Nvidia won U.S. approval to resume H20, their China-targeting artificial intelligence
(AI) chip, sales to China, but Beijing
has raised security concerns about the chip. Huang pushed back, saying
Nvidia has been clear the H20
has no backdoor access. The timing could not be more awkward. If China does
not trust the watered-down chip that was built to fit U.S. rules, the product
is stuck between two governments with very different risk models.
According
to reports, Nvidia told some suppliers to suspend work on the H20 after
Chinese authorities urged firms to stop buying the part. If true, that is not a
gentle tap on the brakes. It is the tech equivalent of pulling the car over to
check the engine light.
Washington Calls: A New China Chip on the Table?
The plan B is already in motion. Huang said Nvidia
is in talks with the U.S. government about a new chip specifically for China.
The logic is obvious. If H20 is trapped in a political crossfire, design
something that clears Washington’s thresholds without tripping Beijing’s
alarms. Huang also argued that shipping H20 to China was beneficial for both
Beijing and Washington and not a security threat, a point that speaks to the
larger Nvidia thesis that commercial AI compute should not be treated as a
Trojan horse.
There is a lesson here about how Nvidia manages geopolitical risk. It
is not just building new silicon. It is stress-testing regulatory paths in
parallel so the business does not crater every time a minister on either side
of the Pacific changes their mind.
Why TSMC Is It
You do not fly to Taipei for a photo op. You fly there because the
factory roadmap is the business. Nvidia’s current mainstream AI chips are
reliant on TMSC’s advanced processes, as will the next platform, Rubin on the
3-nanometer production cycle, will be. The message of this visit is that
Nvidia’s future cadence lives where TSMC’s reticle maps live. Huang’s “one of
the greatest companies” line might sound grand, but it doubles as a reminder
that there is no plan B at this scale.
Huang even squeezed in a note about Nvidia’s Taiwan footprint. The
company is still working with Taipei City on land for a planned “Nvidia
Constellation” headquarters. That is another signal that the production and
engineering center of gravity is not shifting anytime soon.
What to Watch
First, whether the reported H20 pause hardens into a formal stop. If
suppliers keep the lines quiet, channel partners will move on, and China AI
buyers will shift procurement to whatever passes regulatory muster. Second,
whether Nvidia’s talks with Washington produce a new China-bound model quickly
enough to matter. Third, how fast Rubin ramps on TSMC’s 3-nanometer line. That
last one is the clean story amid the noise. If Rubin shows up on time and in
volume, Nvidia’s top line will be insulated even if the China product mix keeps
changing.
In the end, the trip said it all. Thank the foundry. Ship the roadmap.
Argue with two governments at once. Then get back on the plane.
For more stories of tech around the edges of finance and innovation,
visit our Trending pages.
Nvidia’s Jensen Huang flies in to Taiwan to thank TSMC, line up
next-gen parts, and juggle China H20 AI chip headaches.
A Thank-You Tour with a To-Do List
Jensen Huang landed in Taipei and promptly headed for Taiwan
Semiconductor Manufacturing Co. (TSMC).
The reason sounded simple enough. He came to “thank all of the people for
working hard for me,” and to talk about what is coming next. Huang called
TSMC “one of the greatest companies in the history of humanity,” which, given
Nvidia’s current market cap and backlog, reads like equal parts praise and
survival instinct.
Jensen Huang, CEO of Nvidia (Nvidia).
Huang told reporters he would meet top TSMC executives to discuss
Nvidia’s latest virtual-reality-related chips and new devices such as
Spectrum-X Phonics switches. He also said Nvidia is working with TSMC on six
new chips, including a CPU, a GPU, and NVLink parts used in switch production,
adding: “All of these chips are now in TSMC’s fabs.” That is a tidy way to say
the pipeline is real, and it is already running through Hsinchu.
Translation: Nvidia is not just thanking TSMC for the past year’s heroics.
It is staking its near future on them too.
Meanwhile in China: The H20 Gets the Side-Eye
Even as Huang made nice in Taipei, the China story kept intruding.
Nvidia won U.S. approval to resume H20, their China-targeting artificial intelligence
(AI) chip, sales to China, but Beijing
has raised security concerns about the chip. Huang pushed back, saying
Nvidia has been clear the H20
has no backdoor access. The timing could not be more awkward. If China does
not trust the watered-down chip that was built to fit U.S. rules, the product
is stuck between two governments with very different risk models.
According
to reports, Nvidia told some suppliers to suspend work on the H20 after
Chinese authorities urged firms to stop buying the part. If true, that is not a
gentle tap on the brakes. It is the tech equivalent of pulling the car over to
check the engine light.
Washington Calls: A New China Chip on the Table?
The plan B is already in motion. Huang said Nvidia
is in talks with the U.S. government about a new chip specifically for China.
The logic is obvious. If H20 is trapped in a political crossfire, design
something that clears Washington’s thresholds without tripping Beijing’s
alarms. Huang also argued that shipping H20 to China was beneficial for both
Beijing and Washington and not a security threat, a point that speaks to the
larger Nvidia thesis that commercial AI compute should not be treated as a
Trojan horse.
There is a lesson here about how Nvidia manages geopolitical risk. It
is not just building new silicon. It is stress-testing regulatory paths in
parallel so the business does not crater every time a minister on either side
of the Pacific changes their mind.
Why TSMC Is It
You do not fly to Taipei for a photo op. You fly there because the
factory roadmap is the business. Nvidia’s current mainstream AI chips are
reliant on TMSC’s advanced processes, as will the next platform, Rubin on the
3-nanometer production cycle, will be. The message of this visit is that
Nvidia’s future cadence lives where TSMC’s reticle maps live. Huang’s “one of
the greatest companies” line might sound grand, but it doubles as a reminder
that there is no plan B at this scale.
Huang even squeezed in a note about Nvidia’s Taiwan footprint. The
company is still working with Taipei City on land for a planned “Nvidia
Constellation” headquarters. That is another signal that the production and
engineering center of gravity is not shifting anytime soon.
What to Watch
First, whether the reported H20 pause hardens into a formal stop. If
suppliers keep the lines quiet, channel partners will move on, and China AI
buyers will shift procurement to whatever passes regulatory muster. Second,
whether Nvidia’s talks with Washington produce a new China-bound model quickly
enough to matter. Third, how fast Rubin ramps on TSMC’s 3-nanometer line. That
last one is the clean story amid the noise. If Rubin shows up on time and in
volume, Nvidia’s top line will be insulated even if the China product mix keeps
changing.
In the end, the trip said it all. Thank the foundry. Ship the roadmap.
Argue with two governments at once. Then get back on the plane.
For more stories of tech around the edges of finance and innovation,
visit our Trending pages.
Louis Parks has lived and worked in and around the Middle East for much of his professional career. He writes about the meeting of the tech and finance worlds.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
