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

Nvidia chief executive Jensen Huang told an audience in Taipei on Wednesday that the company's annual spending in Taiwan will reach roughly $150 billion, a dramatic increase from the $10–15 billion it was spending four or five years ago. Huang was speaking at a launch celebration for Nvidia's planned Taiwan headquarters, which he said will break ground this year and aims to become operational in 2030.

A deepening commitment to the island

Huang described Taiwan as the "epicentre" of the AI revolution, noting that the island is where chips, packaging, systems, and AI supercomputers are created. The new headquarters will bring Nvidia closer to TSMC, the world's largest contract chipmaker and a critical supplier for the US firm. Huang said the local Nvidia team could grow from around 1,000 employees to about 4,000.

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 supply chain behind the numbers

The $150 billion figure flows through an extensive Taiwanese ecosystem. Huang's keynote detailed the Vera Rubin platform, Nvidia's next-generation AI system, which contains nearly 2 million parts and is built through 150 ecosystem partners on the island. TSMC fabricates the underlying logic, while Foxconn, Quanta, and Wistron handle assembly. SK Hynix supplies the HBM4 memory.

A single company investing $150 billion a year will fuel an incredible ecosystem here.

Political and economic signalling

Huang's disclosure carries political weight. The Trump administration's second-term tariff regime has pressured US chip designers to onshore more production. The spending figure signals to Washington the enormous cost of such a move, while reassuring Taipei of Nvidia's hardened commitment. It also follows Huang's recent remarks that DeepSeek running on Huawei chips would be a "horrible outcome" for America.

Financial context

Nvidia last week posted record quarterly revenue of $81.6 billion, an 85 percent jump from the same period a year ago. Net profit surged to $58.3 billion, more than tripling from $18.8 billion in the year-earlier period. Huang noted an acceleration in infrastructure projects to meet AI demand, emphasising the advent of AI agents.

Energy challenges and local growth

Huang also urged local authorities to address energy challenges, as Taiwan recently abandoned nuclear power while electricity demand grows alongside the tech sector. He highlighted Taiwan's stock market performance, which this week surpassed India to become the world's fifth-largest, according to Bloomberg.

I haven't met a single CEO who isn't happy, and it's not easy to make a Taiwanese CEO happy.