Nvidia says it will invest $150 billion a year in Taiwan

Jensen Huang put a dollar figure on Nvidia’s dependence on Taiwan: about $150 billion a year. Speaking in Taipei at a launch celebration for the company’s planned Taiwan headquarters, the Nvidia chief executive called Taiwan the “epicentre” of the AI revolution and said the company was already spending about $100 billion there now, up from roughly $10 billion to $15 billion four or five years ago.

The message was bigger than a corporate expansion pitch. Huang said the planned headquarters would break ground this year and become operational in 2030, turning Nvidia’s most important manufacturing relationship into a long-term physical commitment. About 1,000 employees and members of Huang’s family attended the event, a public display of how central Taiwan has become to the company’s AI supply chain.

Taiwan’s government cleared the headquarters project in January 2026. Taipei City later said the site would be in Beitou-Shilin Technology Park, with construction expected to begin in June or July. The project was reported as a NT$3.3 billion, about $105 million, investment. Taiwan’s role in the deal is not symbolic: it is the industrial base that keeps Nvidia’s most advanced chips moving through design, packaging and systems work.

That dependence runs straight through Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker and a key supplier for Nvidia’s most advanced AI processors. Huang was in Taipei ahead of Computex and planned to meet TSMC chairman C.C. Wei, underscoring how closely Nvidia’s roadmap is tied to TSMC’s capacity. Advanced packaging has become a major bottleneck as AI demand rises, and Taiwan’s concentration of talent and manufacturing power leaves little room for substitutes.

For U.S. industrial policy, the implications are stark. Nvidia’s spending shows that the AI economy is becoming more concentrated, not less, in a place that sits at the center of geopolitical risk. Any disruption in the Taiwan Strait would immediately threaten chip supply, data center buildouts and the broader AI ecosystem. The same week, Advanced Micro Devices said it would invest more than $10 billion in Taiwan’s AI sector, a sign that Nvidia’s rivals are moving deeper into the same dependency. Taiwan’s manufacturing strength is now also the industry’s most obvious single point of failure.