Nvidia Bets $150B on Taiwan as Trump's Plan to Make US an AI Hub Backfires
Jensen Huang said the new headquarters will start construction this year and be completed in 2030 as Nvidia deepens ties to TSMC and partners.
- On May 27, Nvidia CEO Jensen Huang announced plans to invest around $150 billion annually in Taiwan, describing it as the 'epicenter of the AI revolution' during a launch event in Taipei for the company's new headquarters.
- Huang's investment reflects a tenfold increase from spending levels four to five years ago, when Nvidia allocated $10 billion to $15 billion annually in Taiwan, as Taiwan revenue surged more than 50% while mainland China and Hong Kong revenue halved.
- The $150 billion annual outlay exceeds Nvidia's record quarterly revenue of $81.6 billion, and the new Constellation headquarters will position the company closer to TSMC, the world's largest contract chipmaker manufacturing Nvidia's advanced semiconductors.
- Taiwan's Taiex stock index climbed 1.7% to a record close Wednesday, with TSMC rising 1.3%, MediaTek gaining 8.8% and Delta Electronics up 7.2%, while Huang told Taipei Mayor Chiang Wan-an that 'AI labor needs electricity' to support manufacturing growth.
- Huang's $150 billion Taiwan commitment exceeds the company's $125 billion annual average U.S. AI infrastructure spending, though venture capitalist Chamath Palihapitiya warned earlier this month Taiwan could lose importance in 18 months due to U.S.-based Neuralink advances.
54 Articles
54 Articles
Jensen Huang: Taiwan the Epicenter of the AI Revolution, Annual Investment of 207 Trillion Won. NVIDIA CEO Jensen Huang identified Taiwan as the epicenter of the artificial intelligence (AI) revolution and announced plans to invest $150 billion (approximately 207 trillion won) annually. According to Reuters, CEO Huang [held] in Taipei on the 27th (local time)...
Nvidia to Invest Up to $150 Billion a Year in Taiwan
Nvidia is doubling down on Taiwan, with plans to invest up to $150 billion a year for the new headquarters in Taipei. Meanwhile, Jensen Huang met with TSMC’s chairman to explore expanding advanced packaging. A special gift for President Donald Trump: Taiwan’s president presents a tech memoir at a major U.S. celebration aimed at boosting ties. The United States is set to begin the process of lowering tariffs on $30 billion worth of Chinese goods.…
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