英伟达联合创始人兼首席执行官黄仁勋在老家台湾掀起了被称为“仁来疯”（Jensanity）的狂热崇拜，被马克·扎克伯格喻为“科技界的泰勒·斯威夫特”。英伟达设计的超强算力芯片为全球提供了大约三分之二的人工智能算力。在人工智能淘金热中，黄仁勋不仅成为手握关键“铁锹”的行业主宰，更直接拉动了台湾本土经济的繁荣：主要代工伙伴台积电自2023年以来市值暴增五倍以上突破2万亿美元，并带动台湾加权指数在过去一年内大涨90%，一跃成为全球第五大股票市场。黄仁勋在台北国际电脑展（Computex）期间展现的平民化亲和力与巨星效应，也成为英伟达在紧俏供应链中绑定上下游代工厂商的核心商业资产。
黄仁勋的崛起经历了长达三十年的沉淀。他于1963年出生于台湾，九岁赴美时被误送入肯塔基州管教学校经历严苛磨炼，后在俄勒冈州攻读电气工程，并于1993年在硅谷创立英伟达。最初深耕于视频游戏GPU市场的英伟达，在2010年代中期力排众议全面押注人工智能架构。随着2022年11月ChatGPT的爆发，英伟达市值在短短三年内从3400亿美元一路狂飙至5万亿美元。面对由130万个零部件和1000多颗芯片构成的Vera Rubin NVL72等前沿AI超算系统，黄仁勋通过高度扁平化的管理模式（直接下属约60人）和“粗暴公正”的严苛执行力，在维系庞大制造网络的同时，积极应对来自Alphabet、亚马逊、Meta和微软自研芯片的潜在竞争压力。
与此同时，黄仁勋亦深陷中美科技地缘博弈的风暴中心。面对美国自2022年10月实施的高端芯片出口管制，黄仁勋展现出高超的外交斡旋能力：他将数据中心重构为符合特朗普偏好的“AI工厂”，向各国推销依托本土价值的“主权AI”，并在今年5月搭乘“空军一号”陪同特朗普访华，受聘担任清华大学顾问委员会委员。尽管这引发了美国对华鹰派关于技术外溢的严厉批评，黄仁勋仍坚定将台湾称为其“商业故乡”，在台北设立大型海外基地并规划每年约1500亿美元的巨额产业投资，在技术霸权、供应链安全与大国博弈的锋刃上维持着精密的战略平衡。
Nvidia chief executive Jensen Huang has become the central figure of the artificial intelligence boom, sparking a phenomenon dubbed "Jensanity" that prompted Mark Zuckerberg to characterize him as "like Taylor Swift, but for tech". Nvidia's specialised semiconductors provide approximately two-thirds of the world's AI computing power, giving Huang immense commercial leverage over global hyperscalers and sovereign governments. His ascendancy has transformed Taiwan's economic standing: primary manufacturing partner TSMC has expanded its market capitalization more than fivefold since 2023 to around $2 trillion, propelling the benchmark TAIEX index up 90% over the past year to become the world's fifth-largest stock market. Huang's magnetic public persona across Taipei night markets and packed Computex pavilions doubles as a potent corporate asset, securing supplier loyalty amidst tight hardware supply chains.
Huang's path to industry dominance spanned three decades of calculated technological conviction. Born in Taiwan in 1963, he immigrated to the United States at age nine, studied electrical engineering, and co-founded Nvidia in 1993 to produce graphics processing units (GPUs) for personal-computer gaming. In the mid-2010s, he orchestrated a high-risk pivot toward neural computing, positioning Nvidia's parallel-processing architectures as the fundamental infrastructure for generative models. Following the public release of ChatGPT in November 2022, Nvidia’s market capitalization surged from $340 billion to $5 trillion within three years. To construct monolithic systems like the Vera Rubin NVL72—incorporating 1.3 million components and over 1,000 chips—Huang directs roughly 60 direct reports through intense, public critiques, managing complex supply networks while four major clients (Alphabet, Amazon, Meta, and Microsoft) develop competing proprietary silicon.
Beyond commercial operational challenges, Huang navigates complex geopolitical fault lines between Washington and Beijing. Following comprehensive American semiconductor export controls instituted in October 2022, he tailored his advocacy for policymakers, rebranding data centres as industrial "AI factories" and marketing "sovereign AI" architectures globally. In May, Huang accompanied Donald Trump aboard Air Force One to Beijing and joined the advisory board of Tsinghua University, prompting condemnation from congressional China hawks who warned of bolstering Chinese military capabilities. Nevertheless, Huang simultaneously anchors Nvidia's manufacturing dependencies to Taiwan, pledging annual capital deployment of approximately $150 billion and building massive engineering headquarters in Taipei, balancing fragile geopolitical and supply-chain pressures.
Source: How Jensen Huang became AI’s Taylor Swift
Subtitle: When the Nvidia boss returns to his native Taiwan, things get a little weird
Dateline: Sep 3rd 2026