Nvidia to invest $150 billion annually in Taiwan as Jensen Huang calls island AI's epicentre

NVIDIA's Jensen Huang calls Taiwan the 'epicentre' of the AI revolution as spending hits $150bn a year

At Computex 2026 in Taipei, Huang reframed NVIDIA's relationship with Taiwan as the dependency it actually is. NVIDIA chief executive Jensen Huang told a Taipei audience at Computex 2026 on Wednesday that Taiwan is the "epicentre" of the AI revolution, and that the company's annual spending on the island will reach roughly $150bn a year. The number, the highest specific Taiwan-spend figure Huang has yet disclosed publicly, makes Nvidia's commitment to the island arithmetically larger than the GDP of most EU member states. The figure breaks down through the supply chain Huang spent the bulk of his keynote describing. The flagship example is Vera Rubin, Nvidia's next-generation AI platform, which Huang called "probably the largest product launch in the history of Taiwan." Each Vera Rubin system contains nearly 2 million parts and is built through 150 ecosystem partners on the island, almost all in Taiwanese hands. TSMC fabricates the underlying logic. Foxconn, Quanta, Wistron and others handle assembly. SK Hynix, listed in Seoul but with a substantial Taiwan presence, supplies the HBM4 memory the platform needs to deliver its 22 TB/s system bandwidth. Huang's framing matters as politics as much as engineering. The Trump administration's second-term tariff regime has put visible pressure on Nvidia and other US chip designers to onshore more of the production stack into the United States. The Taiwan-spend disclosure is, in part, Huang signalling to Washington how large the actual cost of that move would be, and to Taipei that Nvidia's commitment to the island has hardened rather than softened. It also lands within a few weeks of Huang's remarks that DeepSeek running on Huawei chips would be a "horrible outcome" for America, which were read inside the industry as Nvidia putting itself unmistakably on the US side of the technology cold war. What Huang did not say is also informative. He did not announce specific new fabs, packaging facilities or sovereign supply commitments. The $150bn is an aggregate figure flowing through the existing Taiwanese ecosystem, not a discrete capital plan. The Rubin ramp is straining that ecosystem already, with TSMC reportedly working overtime to meet Nvidia's Rubin order book. The $150bn-a-year posture amplifies that strain rather than relieving it. For Taiwan, the politics are genuinely useful. The Lai Ching-te administration has spent the past year arguing in Washington that the island's indispensability to the US AI build-out is a strategic asset, not a liability. Huang "epicentre" framing reinforces that argument. For Beijing, which has spent 2026 progressively tightening its own AI policy, the keynote is an additional data point in the case that the global AI stack is concentrating geographically, not diffusing. Computex 2026, themed "AI Together," runs through this week. Huang's keynote was the headline event; AMD's Lisa Su delivers a counterpart later in the week. Both are expected to use the Taipei stage to clarify their respective roadmaps through 2027, when Nvidia's Rubin Ultra and AMD's MI400-series are due to ship at scale.

Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO

Nvidia CEO Jensen Huang declared Taiwan the heart of the AI revolution. He believes the island will be a global technology manufacturing center for years. Huang announced plans for Nvidia's new Taiwan headquarters. Groundbreaking is set for this year. The facility is expected to be operational by 2030. This marks a significant future investment. Nvidia's CEO said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution and predicting it will be the world's tech manufacturing hub for a long time. "Four ⁠years ago, ⁠five years ago, Nvidia was spending about $10, $15 billion dollars a year in Taiwan. Now we're spending $100, going to $150 billion dollars in Taiwan each year," Jensen Huang, chief of the $5 trillion chipmaker, said. Huang was speaking at a launch celebration in Taipei for the chip company's planned Taiwan ⁠headquarters, which he said will break ground this year and aims to become operational in 2030. He ⁠did not provide a timeframe for the number of years the company plans to invest $150 billion. The Taiwan headquarters will bring Nvidia closer to TSMC, the world's largest contract chipmaker which makes many of the advanced semiconductors powering the trend towards AI and is a major supplier to the U.S. tech company. "Taiwan is booming," Huang said on stage at the celebration which was attended by his parents, wife, daughter ⁠and son in addition to around 1,000 employees. "Taiwan is the epicentre of the AI revolution. This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created. The number of partners we work with here in Taiwan, incredible."

Jensen Huang Says Nvidia Will Pour $150 Billion A Year Into 'Booming' AI Hub Taiwan - Advanced Micro Devi

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has announced its plan to invest about $150 billion annually in Taiwan, positioning the country as the "epicentre" of the AI revolution. Nvidia's investment in Taiwan has seen a substantial increase over the years. "Four years ago, five years ago, Nvidia was spending about 10, 15 billion dollars a year in Taiwan. Now we're spending 100, going to 150 billion dollars in Taiwan each year," Huang stated during the launch celebration in Taipei for the chipmaker's planned Taiwan headquarters at Beitou Shilin Technology Park on Wednesday, reported Reuters. "Taiwan is booming," Huang said, adding that the new site will employ around 4,000 people. "...This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created." Nvidia Expands Amid Smuggling Probe Huang has also declared China a 'Very Important' market for Nvidia, further emphasizing the strategic importance of the Asia-Pacific region for the company's growth. The U.S. has approved licenses for NVIDIA to sell H200 chips to Chinese customers, including about 10 firms, but no shipments have been made yet. Image via Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.