Nvidia bets $150B on Taiwan as Trump's plan to make US an AI hub backfires
Ars Technica AI · Ashley Belanger · 2026-05-27
Nvidia CEO Jensen Huang announced a $150 billion annual investment in Taiwan to cement its role as the global AI chip manufacturing hub, directly undercutting U.S. efforts to onshore AI production.
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Extraction
Topics: nvidiaai-hardwaresemiconductorsus-tech-policytaiwan
Claims
- Nvidia will invest $150 billion per year in Taiwan to maintain its position at the center of AI chip manufacturing, packaging, and systems assembly.
- A new Taiwan Nvidia headquarters is expected to be operational by 2030 after breaking ground this year.
- Jensen Huang's announcement signals that Taiwan remains irreplaceable to AI industry supply chains despite U.S. political pressure to onshore production.
Key quotes
This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created.
The number of partners we work with here in Taiwan, incredible.