Part 3/8:
US-Asia Collaboration and Supply Chain Revival
Despite recent geopolitical tensions, Huang highlights the importance of strategic international partnerships, particularly with Taiwan’s TSMC, to ensure the quality and capacity needed for AI manufacturing. He emphasizes the importance of bringing the entire supply chain—covering fabrication, packaging, and infrastructure—back to the U.S. over the next three to four years.
Huang estimates that this renewed focus could lead to the creation of roughly half a trillion dollars’ worth of AI supercomputing infrastructure within America, fueling economic growth and technological leadership.