Nvidia to Invest $150B in Taiwan to Boost AI Initiatives

Nvidia NVDA CEO Jensen Huang said the company will spend roughly $150 billion a year in Taiwan, calling the island the "epicentre" of the AI revolution at a Taipei event unveiling Nvidia's planned headquarters. The figure marks a sharp escalation from the company's prior spending of $10 billion to $15 billion in the region.

The centerpiece is a new campus named Constellation in the Beitou-Shilin Technology Park, designed to house about 4,000 employees and serve as a major Asia-Pacific hub for AI research and development. The project is expected to break ground this year and become operational around 2030, though Huang did not specify over how many years the $150 billion-a-year commitment would run.

The announcement deepens Nvidia's reliance on Taiwan's manufacturing ecosystem, anchored by foundry partner TSMC TSM, and sent Taiwanese chip stocks higher. For investors, the scale of the spend signals confidence in sustained AI infrastructure demand, but it also concentrates supply-chain and geopolitical exposure in a single region that remains a focal point of US-China tension.

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