Overview

• Jensen Huang made a brief trip to Taiwan to meet TSMC leaders, saying Vera Rubin chips have reached the tapeout stage and entered trial production.
• Nvidia will unveil six Rubin-generation AI GPUs at GTC in Washington, D.C., scheduled for October 27–29.
• Huang said China-bound H20 accelerators contain no backdoors and that Nvidia has provided explanations to address Beijing’s concerns.
• Taiwanese outlets and an analyst reported that the talks also covered tariffs, transfer pricing and global capacity allocation, which have not been confirmed by the companies.
• Huang dined with TSMC CEO C. C. Wei as the firms coordinated next steps, and separate remarks credited TSMC with successful Blackwell Ultra production.