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Nvidia bets $150B on Taiwan as Trump's plan to make US an AI hub backfires

Nvidia CEO Jensen Huang announced a massive $150 billion annual investment to establish Taiwan as the global AI hub, including a new headquarters to be operational by 2030. This move appears to contradict former President Trump's efforts to make the US the center of AI development. The investment represents a significant increase from Nvidia's previous $10-15 billion annual spending in Taiwan and comes as the company became the world's first $5 trillion market cap company in 2025.

Background

The global semiconductor industry is heavily concentrated in East Asia, particularly Taiwan, which produces over 60% of the world's semiconductors and around 90% of the most advanced chips. Nvidia, as the leading AI chip designer, relies on Taiwan Semiconductor Manufacturing Company (TSMC) for manufacturing its advanced processors.

Source
Ars Technica
Published
May 28, 2026 at 03:59 AM
Score
8.0 / 10