Jensen Huang's Taipei Bombshell: What Really Happened?

The rumor mill just went into overdrive. According to leaked details from a closed-door gathering in Taipei on November 5, NVIDIA’s CEO made some jaw-dropping remarks about AI competition that have Silicon Valley scrambling to decode what it all means.

The setup was tight: 12 people in a private suite at Grand Hyatt Taipei, phones banned, no recordings allowed. Yet somehow, detailed accounts hit the Financial Times within hours. Convenient leak, or strategic move? Judge for yourself.

The Talking Points

On the AI race: “China will win the next 5-10 years of generative AI.” Not exactly subtle.

On workforce scale: China has 50x more people working on AI (1M vs 20K in SV). Huang’s take: “That’s not an edge—it’s an army.”

On sanctions: He reportedly called U.S. export controls “the stupidest policy ever,” arguing they’ve only unified China’s efforts and handed them “their greatest mobilization challenge in 50 years.”

On Huawei: The Ascend 910C chip is 8-12% slower than H100, and Huawei’s already churning out 200K units monthly. Huang’s message: don’t sleep on them.

On the timeline: By 2027, China will supposedly have more AI compute than the rest of the world combined.

The Real Question

Was Huang’s team compromised by leakers—or did he orchestrate this entire spectacle? Some analysts think it’s the latter: a calculated play to pressure Washington without publicly picking sides, while reminding the market why NVIDIA’s dominance matters more than ever. A “painful performance” that serves multiple audiences at once.

The leak conveniently makes Huang look like a straight-shooter while positioning NVIDIA as indispensable regardless of geopolitical outcomes. Political cover + market narrative + strategic positioning. All wrapped in controversy that keeps people talking.