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NVIDIA's extreme co-design methodology with Taiwan-based supply chain partners represents a new infrastructure development model for AI systems
Jensen Huang· NVIDIA· AI· 2026-06-02· about TSMC, Foxconn, Quanta (TSM)
“This is what we call extreme co-design. We did this with Taiwan. Together, we reinvented computing for the age of AI. Taiwan was with us at the beginning and here today as we bring VEHRA Rubin to the world”
Why it matters
Jensen Huang explicitly highlights 'extreme co-design' as the methodology enabling Vera Rubin. This suggests tight vertical integration between chip design, packaging, and system manufacturing.
Investment implication
NVIDIA's closest partners (TSMC, Foxconn, Quanta) gain competitive advantage through co-development. Companies unable to participate in NVIDIA's co-design ecosystem will struggle to compete in AI infrastructure. This reinforces Taiwan's critical role in AI infrastructure.