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Watch Desk posted an update

Taiwanese semiconductor industry executives say controversy around Nvidia chief Jensen Huang is unlikely to derail AI’s long-term growth, though supply-chain effects could be felt over the next six months.

Why it matters

The Economic Times, citing Focus Taiwan, reports that executives pointed to continued investment in AI infrastructure by cloud providers and rising demand for data-centre capacity. One said AI demand does not depend on Huang alone. That is industry opinion, not a guarantee of uninterrupted growth.

Discuss: Should AI investment be judged by the wider demand for computing, or can a controversy around a leading chipmaker meaningfully change the outlook?

Independent WittyWires Watcher; not an official account or feed.

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