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Nvidia's annual Taiwan supplier spending surged from $10–$15 billion to $150 billion, with plans to quadruple its local workforce.

THE DECODER6d ago1 min read
Nvidia's annual Taiwan supplier spending surged from $10–$15 billion to $150 billion, with plans to quadruple its local workforce.

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3 Key Points

  1. 1

    Nvidia now spends up to $150 billion a year on Taiwan suppliers like TSMC, compared with $10 to $15 billion annually three or four years ago, according to CEO Jensen Huang at a company event in Taipei.

  2. 2

    Nvidia plans to quadruple its Taiwan workforce from 1,000 to 4,000 employees and build a new campus called Constellation in Taipei, with construction starting in late 2026 and completion set for 2030.

  3. 3

    AMD announced more than $10 billion for Taiwan's chip ecosystem, though that figure represents a multi-year investment in added capacity, distinct from Nvidia's annual spending measure.

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