NVIDIA's past interview said there was no plan for a Taiwan contingency... but its disclosure reveals a recovery plan

Former White House China and Taiwan senior director Julian Gewirtz revived past reporting that Nvidia had no plan for a Taiwan contingency, citing journalist Stephen Witt's 2025 book in which then-operations SVP Deb Shoquist said the company had not prepared for a Chinese blockade or invasion of Taiwan. Gewirtz, writing in the New York Review of Books, argued the remarks suggest CEO Jensen Huang did not factor a Taiwan crisis into business planning. The renewed scrutiny matters because Nvidia's chip supply chain is heavily concentrated in Taiwan, making any disruption a material risk for the AI hardware giant. Nvidia's regulatory filings, however, do state that it maintains recovery plans, setting up a contrast between the book's account and its public disclosures. Watch for whether Nvidia clarifies or expands its Taiwan contingency planning in future filings and earnings commentary.