Nvidia software gains full adoption across Taiwan

Nvidia is transforming Taiwan into a massive hub for its AI software ecosystem, exemplifying CEO Jensen Huang’s vision of “sovereign AI” where nations build local computing infrastructure to maintain control over artificial intelligence development. At the annual Computex conference in Taipei, Nvidia unveiled several partnerships that position Taiwan as a crucial center for AI innovation and semiconductor manufacturing, leveraging relationships with the island’s technology giants to strengthen its dominant position in the global AI infrastructure market.

The big picture: Nvidia is systematically embedding its software across Taiwan’s technology landscape, creating a comprehensive AI infrastructure throughout the island nation.

• Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, is adopting Nvidia’s Grace CPU chips and Blackwell GPUs along with simulation programs to enhance semiconductor production processes.
• Taiwan’s National Center for High-Performance Computing is implementing multiple Nvidia technologies for its next supercomputer, including HGX computer systems with Grace-Blackwell chips connected via Nvidia’s Quantum Infiniband networking.

Strategic partnerships: Major Taiwanese manufacturers are implementing Nvidia’s simulation technologies to revolutionize their production facilities.

• TSMC and manufacturers Delta Electronics, Foxconn, and Wistron are using Nvidia’s Omniverse simulation software to create “digital twins” that transform their manufacturing planning processes.
• Foxconn has specifically utilized the technology “to design and simulate robot work cells, assembly lines, and entire factory layouts,” demonstrating practical industrial applications.

Expanding influence: Beyond hardware integration, Nvidia is creating software platforms that optimize the allocation of limited GPU resources globally.

• The new DGX Cloud Lepton software will function as a marketplace connecting AI developers with available GPU capacity at Nvidia partners’ cloud facilities including SoftBank, CoreWeave, and Nscale.
• Alexis Bjorlin, head of Nvidia’s DGX Cloud business, described the system as creating “a virtual global AI factory at a planetary scale,” effectively rationalizing the tight supply of Nvidia GPUs amid continuing high demand.

Quantum computing push: Nvidia is extending its reach into future computing paradigms through local collaborations.

• The National Center for High-Performance Computing, alongside Taiwanese companies Compal, Quantum, and Super Micro, are utilizing Nvidia’s CUDA-Q open-source software for quantum computing research.
• This strategic move positions Nvidia to maintain influence in emerging computing technologies beyond traditional GPU acceleration.