Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing problems could delay its next-generation AI accelerator systems, telling reporters the claims were "not true" and that "Vera Rubin is already in production. Giant amounts of production incoming."
Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed its Blackwell-generation chips and software across the country's research labs, banks, hospitals, factories, and automakers. The breadth signals that Japan is being positioned as a full "AI ecosystem" for Nvidia, not a single-sector customer. It's a hedge that spreads the company's growth across sovereign science, industrial automation, and physical AI, even as questions mount over chip pricing and supply.
Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard management controller (BMC) vendors continuing to benefit from strong AI infrastructure demand. Optical module suppliers, meanwhile, delivered a more mixed performance, with several companies posting triple-digit or strong double-digit annual growth while others remained under pressure.
Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Times reported the move, citing three people familiar with the matter.
Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia's dominance in AI infrastructure by courting "neocloud" providers that have traditionally built their businesses around Nvidia GPUs.
Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.
At the Humanoids Summit in Tokyo at the end of May 2026, a conference that had originally focused on technology and commercialization also set aside a stage for government delegates and policy watchers. An executive at a major US robotics company said bluntly at the event: "Government intervention is no longer optional."
