Nvidia Pours US$20B into AI Chip Startups as Samsung, TSMC Jockey for LPU Orders
Nvidia has joined OpenAI in committing US$20bn to AI chip startups, underscoring its expansion into AI hardware development. Meanwhile, Samsung says its High Bandwidth Memory capacity will secure Nvidia’s LPU orders, though TSMC is pushing back to maintain its foundry lead, potentially affecting Nvidia’s supply chain.
1. Nvidia Commits US$20 Billion to AI Chip Startups
Nvidia is directing US$20bn into emerging AI hardware companies to secure early access to novel chip architectures and broaden its product pipeline, mirroring OpenAI’s parallel funding and positioning Nvidia at the forefront of AI processor innovation.
2. Samsung and TSMC Battle Over LPU Orders
Samsung is leveraging its High Bandwidth Memory manufacturing capacity to capture Nvidia’s LPU silicon orders, while TSMC counters by enhancing its advanced packaging and process nodes, setting up a strategic duel that could influence Nvidia’s production costs and delivery schedules.