Nvidia CEO Jensen Huang announced plans to increase the company’s annual spending in Taiwan to approximately $150 billion. This target marks a sharp escalation from the $10 billion to $15 billion spent annually five years ago. Huang shared the update in Taipei during an event for a new company headquarters breaking ground this year.
Huang described Taiwan as the epicenter of the AI revolution and a critical node in the global technology supply chain. A significant portion of the capital will flow to partners like TSMC. This investment level may result in Nvidia surpassing Apple as TSMC’s largest customer. The move secures Nvidia’s reliance on the Taiwanese semiconductor ecosystem to drive its AI growth.