Nvidia and AMD boost Taiwan as AI infrastructure hub

Taiwan’s role in the AI race is no longer confined to chip design. It has become the place where accelerators are packaged, servers are assembled, and the power and cooling systems that make artificial intelligence usable at scale are built, which is why Nvidia and AMD are deepening their bets on the island.

Jensen Huang said Nvidia planned to spend around $150 billion a year in Taiwan, a staggering figure that recasts the company’s local footprint as a strategic dependency rather than a routine overseas operation. Huang said Nvidia had been spending about $10 billion to $15 billion a year in Taiwan four to five years ago, and said the company’s partner network had grown from roughly 10 partners many years ago to about 150 today. Nvidia also said it would build a new campus in Taiwan large enough to house four times as many employees as it has locally now, a sign that the company sees the island as a long-term base for the next phase of AI infrastructure.

The investment surge matters far beyond corporate balance sheets. Taiwan sits at the center of the supply chain for advanced packaging, substrates, server manufacturing, components and data-center buildouts, making it indispensable to any company trying to turn raw silicon into working AI systems. That is the national-security edge of the story: if Taiwan is the bottleneck, then the AI race depends not only on who designs the best chip, but on who can secure the factories, logistics and energy-intensive infrastructure needed to ship it at scale.

AMD added to that picture with its own announcement that it would invest more than $10 billion across Taiwan’s AI ecosystem. Lisa Su said the money would expand strategic partnerships and scale advanced packaging capacity for AI infrastructure, while also supporting the company’s next-generation EPYC and Instinct products. AMD said its Helios rack-scale platform, built with Venice CPUs and Instinct MI450X GPUs, was on track for multi-gigawatt deployments beginning in the second half of 2026, underscoring how quickly AI systems are moving from single chips to massive, power-hungry installations.

The timing aligned with COMPUTEX 2026, which is set for June 2 to June 5 in Taipei. The show will bring together 1,500 exhibitors across as many as 6,000 booths at the Taipei Nangang Exhibition Center, the Taipei World Trade Center and the Taipei International Convention Center, under the theme “AI Together.” Its three main themes are AI & Computing, Robotics & Mobility, and Next-Gen Tech, with keynotes planned from Qualcomm chief executive Cristiano Amon, Intel chief executive Lip-Bu Tan, Marvell chairman and chief executive Matt Murphy, and NXP Semiconductors chief executive Rafael Sotomayor.

The market has already taken notice. Taiwan’s Taiex index hit a fresh record high after Nvidia’s Taiwan investment announcement, reflecting how tightly investors now link the island’s fortunes to the global AI buildout. With Nvidia, AMD, TSMC, Foxconn and their suppliers all pulling more capital into Taiwan, the island has become the infrastructure hub at the center of the next AI contest.