Nvidia announces $150 billion annual investment in Taiwan headquarters, prioritizing the island over Trump's US AI hub push

Nvidia CEO Jensen Huang announced the company will invest $150 billion a year in Taiwan, including a new Taiwan headquarters expected to be operational by 2030. This represents an increase from the $100 billion annually Nvidia was spending in Taiwan at the time of the announcement, up from approximately $10–15 billion four to five years prior.

The Taiwan base will focus on expanding partnerships with Taiwan Semiconductor Manufacturing Company (TSMC) and nearby partners like Foxconn, Wistron, and Quanta Computer to benefit from advanced packaging technology and close proximity to AI server and infrastructure suppliers—capabilities not yet available at TSMC's US factories.

Nvidia's Taiwan pivot comes as Trump's export controls and tariffs on chips sold to China have reportedly backfired; China has refused to purchase the chips due to routing requirements through the US, and Huang told the Special Competitive Studies Project that the export curbs have "already largely backfired," citing concerns that conceding China's market to competitors like Huawei does not make strategic sense.