Nvidia CEO Jensen Huang announced May 27, 2026, that the chipmaker plans to invest up to $150 billion annually in Taiwan, marking a tenfold increase from spending levels four to five years ago, while breaking ground on a new Taipei headquarters campus.
The announcement came at an employee gathering at the Beitou Shilin Technology Park in Taipei, where Nvidia launched its planned Taiwan headquarters project.
Huang described Taiwan as the “epicenter of the AI revolution,” saying the island sits at the heart of nearly everything Nvidia does.
“Four years ago, five years ago, Nvidia was spending about 10, 15 billion dollars a year in Taiwan,” Huang said at the event. “Now we’re spending 100, going to 150 billion dollars in Taiwan each year.”
He did not specify how many years Nvidia intends to maintain the $150 billion pace.
The company’s current annual Taiwan spend already sits at roughly $100 billion, with the $150 billion target representing the next milestone.
How the $150 Billion Figure Shapes Taiwan’s Tech Economy
Taiwan hosts the suppliers, chip fabricators, and system builders that power Nvidia’s product line. TSMC, the world’s largest contract chipmaker, manufactures the advanced semiconductors central to Nvidia’s AI processor lineup.
Huang noted that chips, packaging, and AI supercomputers are all produced in Taiwan.
Taiwan’s benchmark Taiex stock index climbed 1.7 percent to a record close on May 27 following the announcement.
Standard Chartered Bank has already raised its 2026 Taiwan GDP growth forecast to 9.5 percent, citing sustained AI demand driving semiconductor exports and investment.
Nvidia is not alone. AMD recently announced plans to invest more than $10 billion in Taiwan’s industrial ecosystem to expand strategic partnerships and meet AI infrastructure demand, according to the Taipei Times.
What the Constellation Campus Means for Nvidia’s Taiwan Operations
The centerpiece of May 27’s event was the formal launch of Nvidia Constellation, the company’s first overseas headquarters.
The campus will occupy the 3.89-hectare T-17 and T-18 plots at Beitou Shilin Technology Park in northern Taipei.
Total investment in the campus exceeds NT$40 billion, approximately $1.27 billion, including NT$12.2 billion in land royalties paid to Taipei City.
Nvidia signed a 50-year land lease with the Taipei City Government in February 2026, extendable by another 20 years.
The site can accommodate 4,000 employees when it opens, with operations targeted for 2030.
Huang said placing headquarters minutes from TSMC’s facilities is a strategic decision, not a logistical one.
Geopolitical Risk Remains an Open Question
Taiwan’s central role in the global AI supply chain carries geopolitical exposure.
Cross-strait tensions between Taiwan and China remain unresolved, and any escalation could disrupt manufacturing and supply chains that Nvidia and other major chipmakers depend on.
Huang’s announcement does not address contingency planning for such scenarios.
