Nvidia to Invest $150B Annually in Taiwan AI Epicenter

Nvidia CEO Jensen Huang announced that the company will invest $150 billion a year to make Taiwan the epicenter 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," Huang said. "The number of partners we work with here in Taiwan, incredible."

The substantial investments will create a new Taiwan headquarters for Nvidia. Huang expects the project to drive AI innovation that cements Taiwan as the world's tech manufacturing hub for a long time. The headquarters will be operational by 2030 after breaking ground this year.

Four years ago and five years ago, Nvidia was spending about 10 to 15 billion dollars a year in Taiwan. The company is now spending 100 billion and is going to 150 billion dollars in Taiwan each year. Nvidia is currently the world's most valuable company after becoming the first to reach a $5 trillion market capitalization in 2025. Huang said the Taiwan base will make sure Nvidia is worth even more in three to five years.

Huang has not explained how Nvidia's plans in Taiwan may potentially conflict with Donald Trump's push to make the US the world's AI hub. Nvidia did not immediately respond to a request for comment on the seeming tension.

Last April, Nvidia started producing AI chips on US soil for the first time. The move was designed to appease Trump, who had been pressuring US firms to increase domestic manufacturing as a top priority of his AI Action Plan. At that time, Huang said that the engines of the world's AI infrastructure are being built in the United States for the first time because adding American manufacturing helps better meet the incredible and growing demand for AI chips and supercomputers, strengthens the supply chain, and boosts resiliency.

Over the next four years, Nvidia projected it could produce up to half a trillion dollars of AI infrastructure in the US. The company has continued to rely on shipping chips to Taiwan for advanced packaging. Huang is now prioritizing more investments and deepening partnerships in Taiwan at a time when overwhelming demand for agentic AI is accelerating AI factory buildouts at extraordinary speed.

Tech giants collectively plan to spend $750 billion on AI infrastructure this year, with a significant portion expected to go towards chips for data centers. Nvidia is also preparing its new AI system Vera Rubin, which Huang claimed would be a generational leap kicking off the greatest infrastructure buildout in history. The company fears it will face supply chain constraints throughout the entire life of Vera Rubin. Before Trump's AI Action Plan rolled out, Nvidia had manufactured all its AI chips exclusively in Taiwan. With the Taiwan HQ, Nvidia hopes to expand its partnership with the Taiwan Semiconductor Manufa.