NVIDIA CEO Jensen Huang Visits Taipei’s Raohe Night Market

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A Night of Markets and Industry Strategy

Jensen Huang’s appearance at the Raohe Night Market on Saturday night drew significant public attention, with videos and photos circulating on social media platforms showing the NVIDIA executive engaging with locals, posing for photographs, and sampling street food. According to reporting from UDN, Huang’s presence was marked by a casual demeanor; he was seen interacting with the public and even purchasing grilled corn from a vendor. This public outing followed a private dinner held earlier that evening at the home of TSMC founder Morris Chang. The visit to Taiwan marks a busy period for Huang, who arrived early to conduct a series of meetings with partners across the island’s hardware and semiconductor ecosystems. These discussions are aimed at finalizing capacity configurations and production roadmaps for NVIDIA’s upcoming AI chip architectures, including the Vera Rubin platform. Huang noted that the new platform is expected to ramp up in the second half of the year, describing it as one of the company’s most significant product releases to date.

The 2026 Supply Chain Power Dinner

Market participants are closely tracking the upcoming supply chain dinner, often referred to as the trillion-dollar banquet, scheduled for May 28. As Yahoo Stock reported, the event is expected to host a roster of Taiwan’s most influential technology executives, including TSMC Chairman C.C. Wei, Quanta Computer Chairman Barry Lam, and Foxconn Chairman Young Liu. The gathering, which will take place at the “Brick Kiln” restaurant, mirrors the networking intensity of the 2024 event, which served as a landmark moment for the local AI supply chain. Financial analysis by Yahoo Stock indicates that 23 companies associated with these supply chain dinners have seen an average share price increase of nearly 98% since their initial participation, highlighting the profound economic impact of the AI infrastructure build-out. Nine of these firms have seen their stock prices double, with major players like TSMC, MediaTek, and Delta Electronics remaining central to the sector’s valuation growth.

NVIDIA Taiwan Operations and Employee Assembly

Beyond high-level networking, Huang’s itinerary includes a significant operational milestone. According to Liberty Times, NVIDIA has confirmed that it will host an employee assembly on Wednesday, May 27, at the site of its new Taiwan headquarters in the Beitou Shilin Technology Park. This event is intended to celebrate the official launch of the NVIDIA Constellation project in Taiwan. The site, located at the T17 and T18 lots in the technology park, is being positioned as a core hub for the company’s regional operations. Industry observers, such as Dai Chih-yen, deputy director at the Chung-Hua Institution for Economic Research’s Science and Technology Policy Research Center, noted that Taiwan’s ability to provide a complete ecosystem—from wafer foundry and advanced packaging to server assembly and individual device solutions—within a condensed geographic radius is a critical factor in its dominance in the AI market, as reported by PTS News.

Looking Ahead: The COMPUTEX Outlook

The week’s events are a precursor to the COMPUTEX 2026 exhibition, which runs from June 2 to 5. Huang’s schedule remains dense, with a series of closed-door meetings planned throughout the week to coordinate with the approximately 150 partners that make up the NVIDIA ecosystem. As the industry prepares for the upcoming trade show, the focus remains on how these partnerships will facilitate the shift toward agentic AI and physical AI robotics. With the supply chain expected to remain highly active through the second half of 2026, the meetings occurring in Taipei this week are viewed by analysts as a leading indicator for the broader health and production capacity of the global AI hardware market.