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Nvidia Stakes $150B on Taiwan

As US struggles to catch up, AI pioneer bets big on tech hub.

Nvidia CEO Jensen Huang has announced a massive $150 billion annual investment in Taiwan, aiming for the island to remain at the heart of the global AI revolution. The move comes as Nvidia seeks to cement its position as a key player in the tech manufacturing sector.


Huang highlighted the pivotal role Taiwan plays in the company's operations, stating that it is where chips and systems are made, and AI supercomputers are created. He envisions a new headquarters for Nvidia in Taiwan, which could drive significant innovation by 2030, making it 'the world’s tech manufacturing hub.' The ambitious project builds on Nvidia's current spending of $100 billion annually in the region.


Meanwhile, the company has already achieved unprecedented heights, reaching a market capitalization of $5 trillion in 2025. Huang believes that the new Taiwan base will further increase its value by three to five years' time. However, his plans may conflict with US President Donald Trump's initiative to make America the AI hub.


The shift is particularly notable given that Nvidia began producing AI chips on American soil just last April for Trump’s approval, but now seems more committed to Taiwan's tech ecosystem. This move signals a significant realignment in global tech strategy and could have far-reaching implications for both industry and geopolitics.

Original source:  https://arstechnica.com/tech-policy/2026/05/nvidia-ceo-wants-taiwan-to-be-center-of-ai-revolution-not-us/
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