Nvidia CEO Jensen Huang said demand for Blackwell architecture chips remains extremely strong, speaking in Hsinchu after a TSMC plant tour. TSMC confirmed that Nvidia has placed wafer orders though details remain undisclosed. The commentary reinforces the current AI hardware supercycle and may reflect upside risk to capex forecasts globally. Analysts say allocation constraints, lead times and pricing power will remain structural drivers in AI semiconductor economics into 2026. Supply chain focus shifts to high-performance inference clusters.