Nvidia CEO Jensen Huang used an employee event in Taipei on Wednesday to make one of the company’s biggest commitments yet to Taiwan — a plan to increase annual spending with Taiwanese suppliers from $100 billion to $150 billion.
$NVDA unveiled its new Constellation AI campus in Taipei which is a 4,000-employee R&D hub expected to begin operations by 2030.
Jensen said Nvidia’s Taiwan spending could reach $150B annually as physical AI pulls more manufacturing demand into Taiwan’s ecosystem. pic.twitter.com/99VuJz2NJT
— Shay Boloor (@StockSavvyShay) May 27, 2026
The announcement came at the launch of a new Nvidia campus in Taiwan. Huang said the company was already spending around $100 billion a year in the region — up from just $10 to $15 billion annually four or five years ago. No timeline was given for when the $150 billion level would be reached.
Nvidia stock (NVDA) edged down 0.22% on the day, while Taiwan Semiconductor Manufacturing (TSM) rose 1.93%.
The news sent Taiwan’s broader Taiex index to a record close, gaining 1.7% on the session. TSMC, Nvidia’s primary manufacturing partner, closed up 1.3%. MediaTek jumped 8.8% and Delta Electronics gained 7.2%.
Nvidia is expected to overtake Apple as TSMC’s largest customer this year. The $150 billion annual figure would actually exceed Nvidia’s own quarterly revenue — the company posted a record $81.6 billion in revenue for the quarter ended April 26 and is guiding for $91 billion in the current quarter.
By year-end, Nvidia plans to begin construction on a new Taipei office complex called Constellation. When it opens in 2030, it will house up to 4,000 employees in northern Taipei — four times the company’s current headcount in the region.
The Taiwan expansion comes as Nvidia’s business in mainland China has gone the other direction. In its most recent quarter, revenue from mainland China and Hong Kong halved year-over-year, while Taiwan revenue surged more than 50%.
Chinese chip stocks dropped sharply on Wednesday. Cambricon fell 5% and Hygon slid 7%. Those two had rallied earlier in the week after Huawei announced a new chip engineering approach called “LogicFolding,” which it plans to use in a smartphone chip this fall and in data center chips “by around 2030.”
The spending plan lands at a sensitive moment. President Trump suggested earlier this month he might use a $14 billion U.S. arms package for Taiwan as a “negotiating chip” with China, comments that followed his summit with Chinese leader Xi Jinping. Trump later said U.S. policy on Taiwan hasn’t changed, and separately approved an $11.1 billion arms package in December.
Huang didn’t address geopolitics directly, but the scale of the investment speaks for itself. “Taiwan is the epicenter of the AI revolution,” he said Wednesday.
Nvidia has also committed to investing $500 billion in AI infrastructure in the U.S. over four years — roughly $125 billion annually — with local manufacturers.
Huang added that AI combined with hardware, what he called “physical AI,” would “transform manufacturing,” and that Nvidia’s Taiwanese partners would benefit from those technologies directly.
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