Nvidia does not make its own chips; it designs them. TSMC is among the primary manufacturers of Nvidia chips. That partnership has worked beautifully so far, but it also ties Nvidia’s future to global politics. Any disruption in Taiwan (or tension between the U.S. and China) could ripple straight into Nvidia’s supply chain. Jensen Huang says he feels “perfectly safe” relying on Taiwan. Investors watching Nvidia might want to keep an eye on what is happening far beyond Silicon Valley, geopolitical headlines really do matter here.
In 2022, Nvidia paid a $5.5 million settlement after the SEC said it was unclear how much crypto mining was driving its gaming chip sales. The SEC's oversight demonstrated just how closely watched Nvidia is. Since then, the company’s disclosures have become more upright, especially around AI revenue. The AI economy is exploding. Therefore, it is not unusual for regulators, markets, and media to scrutinize Nvidia's activities.
Nvidia does not make its own chips; it designs them. TSMC is among the primary manufacturers of Nvidia chips. That partnership has worked beautifully so far, but it also ties Nvidia’s future to global politics. Any disruption in Taiwan (or tension between the U.S. and China) could ripple straight into Nvidia’s supply chain. Jensen Huang says he feels “perfectly safe” relying on Taiwan. Investors watching Nvidia might want to keep an eye on what is happening far beyond Silicon Valley, geopolitical headlines really do matter here.
In 2022, Nvidia paid a $5.5 million settlement after the SEC said it was unclear how much crypto mining was driving its gaming chip sales. The SEC's oversight demonstrated just how closely watched Nvidia is. Since then, the company’s disclosures have become more upright, especially around AI revenue. The AI economy is exploding. Therefore, it is not unusual for regulators, markets, and media to scrutinize Nvidia's activities.