Nvidia CEO Jensen Huang took the stage at COMPUTEX 2026 in Taiwan and delivered a line that immediately reverberated through financial markets: artificial intelligence has become "insanely profitable" for Taiwan Semiconductor Manufacturing Company, the world's dominant chip foundry.
The comment was brief but pointed. According to Yahoo Finance, Huang's remark underscored TSMC's central role in the AI chip boom and strengthened investor confidence in the company's growth outlook. When Huang speaks about the semiconductor supply chain, markets tend to listen — Nvidia is TSMC's most strategically important customer, responsible for manufacturing the GPUs that power the AI infrastructure buildout sweeping data centers globally.
Huang also extended his bullish sentiment beyond TSMC. According to Barchart, Micron received what analysts described as a "major vote of confidence" from Huang on AI returns during the same appearance, signaling that the optimism isn't limited to a single company but reflects a broader view of the AI hardware ecosystem.
The "insanely profitable" phrase is notable precisely because it came from Huang unprompted. TSMC has reported strong earnings driven by AI-related demand, but an endorsement from the CEO of the company driving much of that demand carries particular weight with investors trying to gauge how durable the AI spending cycle will be.
For everyday readers, the story is simple: the companies building the physical hardware that makes AI run — the chips and the factories that make them — are now among the most valuable businesses on the planet, and the person most responsible for that demand is publicly saying the economics are extraordinary. That matters because it signals the AI infrastructure boom shows no signs of cooling, with ripple effects for energy consumption, geopolitics around Taiwan, and the pace of AI development itself.