Last decade was about Jobs, this decade is about Musk, and the next decade will be about Jen-Hsun Huang!

(NVIDIA's market value exceeds 4 trillion, and when Jen-Hsun Huang, with a net worth of 143 billion, which is only 1 billion less than Buffett's 144 billion, holds a mere 3.5% stake, re-entering the global top ten, we need to sort out the relationships of these key figures. There is reason to believe that the market has re-evaluated the AI era.)

In these three great decades, three Chinese entrepreneurs have played a crucial role.

1⃣️Zhang Zhongmou and Jen-Hsun Huang: From Crisis Connection to Mutual Trust and Win-Win (Age-Old Friendship)

First encountered in a crisis (1997)
Nvidia, on the brink of bankruptcy (with only about 50 employees), reached out directly to Morris Chang for help after TSMC's US sales department neglected its collaboration requests. Chang was moved by the sincerity of Jen-Hsun Huang's appeal, personally traveled to the US for an inspection, and fully supported Nvidia's chip foundry needs. As a result, Nvidia's first gaming chip (like the RIVA 128) successfully entered mass production, saving the company and making it one of TSMC's top five clients within 2-3 years.
Becoming the starting point of trust between the two, Zhang Zhongmou also attempted to poach Jen-Hsun Huang to become the CEO of TSMC, but failed!

2009
TSMC's 40nm process yield issues led to significant losses for NVIDIA, and the then CEO refused to provide compensation. After Jen-Hsun Huang took back the CEO position, he personally calculated the losses and proposed a compensation plan of over $100 million within 48 hours, which was accepted by Huang. This move not only resolved the dispute but also laid the foundation for long-term cooperation—today, NVIDIA contributes over $10 billion in revenue to TSMC every year.

2⃣️Zhang Zhongmou and Terry Gou: Family Ties and Business Bridges

Terry Gou is the cousin of Zhang Zhongmou's wife, Zhang Shufen.
2010
Apple urgently needs a new foundry due to competition from Samsung, but TSMC is struggling to find a way. Terry Gou, as the founder of Foxconn (Apple's main assembler), directly brought Apple's COO Jeff Williams to visit Morris Chang. That night, they reached a cooperation intention, and TSMC ultimately secured the order using 20nm process technology, and as a result, "borrowed money to gamble" on Apple.

Intel once tried to grab the order, but Morris Chang personally went to Apple's headquarters, and Cook hinted that "Intel is not good at foundry," while TSMC solidified its cooperation with its technological strength!

In the Apple era, the global industrial chain driven by the fruit chain will see Apple's market value reach $3.9 trillion by the end of 2024, close to the GDP totals of France ($4.0 trillion) and the UK ($3.8 trillion). If Apple were considered an independent economy, its scale would rank fifth in the world (after the US, China, Japan, and Germany), with the annual output value of the Apple ecosystem accounting for approximately 1.2% of the global GDP.

Tesla's open patents promote the standardization of electric vehicles globally. Tesla's annual revenue exceeds $100 billion, driving the total scale of the electric vehicle industry chain (batteries, charging stations, autonomous driving) to over $5 trillion, accounting for about 5% of global GDP.

Currently, NVIDIA's market value will exceed $4 trillion by July 2025, surpassing the UK's GDP ($3.8 trillion) and India's GDP ($3.5 trillion), with a global AI chip market share of over 90%!

In the IT era, the new energy era, and the upcoming AI era, the Asia-Pacific region, especially the Chinese, contributes nearly 70% to the supply chain system, with Foxconn and Apple, Contemporary Amperex Technology Co., Limited (CATL) and Tesla, TSMC and Jen-Hsun Huang, achieving mutual success.
The dawn of the AI era almost certainly sees the Chinese having greater influence in the entire paradigm shift of enterprises! #英伟达 # NVIDIA #foxconn # IT #黄仁勋 # Zhang Zhongmou #郭台铭 # Tech #Technology