Jensen Huang is in Taiwan ahead of his COMPUTEX keynote on June 1. He sat down with TSMC Chairman C.C. Wei for dinner, calling the relationship existential. "Without TSMC and Morris Chang, Nvidia wouldn't be here today," Huang said. Nvidia is building a new Taiwan headquarters, hiring aggressively, and Huang says the company spends "hundreds of billions of dollars in AI infrastructure, and most of our spend is in Taiwan." This comes weeks after Huang joined the delegation of US executives who traveled to China with President Trump. In a CNA interview on May 25, Huang said it would be "not wise" to have two separate AI ecosystems and admitted Nvidia has "largely conceded" China's AI chip market to Huawei. US export controls created a vacuum that Chinese companies filled, and Huawei and Chinese AI startups had "record years" as a result. The US Commerce Department has approved roughly 10 Chinese firms to purchase Nvidia's H200 chips, but not a single delivery has been made. Chip export controls were reportedly not part of the Trump-China trade discussions. Huang is threading a needle between Washington and Beijing while deepening his anchor in Taiwan. He's publicly aligning with Trump's China engagement while arguing the export controls handed an entire market to America's chief competitor. He's doubling down on TSMC at a moment when Taiwan's strategic importance has never been higher and warning that rising memory prices represent "a very important form of inflation."