Nvidia CEO wants Taiwan to be center of “AI revolution,” not US - Ars Technica

NVIDIA CEO Jensen Huang announced in May 2026 that the company will invest $150 billion annually in Taiwan to secure its role as the epicenter of the AI revolution. This move underscores Taiwan's irre... Read original →

Jensen Huang’s decision to ramp NVIDIA’s annual investment in Taiwan, China to $15 billion is a stark admission of technological dependency: cutting-edge 3nm nodes and CoWoS advanced packaging remain irreplaceable outside TSMC’s ecosystem. Despite U.S. subsidies, domestic fabs can’t replicate this cluster effect before 2027. This move tightens the AI chip–packaging–supercomputer integration loop, pressuring Intel and AMD to fast-track alliances with Samsung or ASE to hedge supply chain fragility. Yet, over-concentration in Taiwan, China heightens geopolitical exposure—especially if Trump-era AI export controls return alongside new tariffs, potentially inflating NVIDIA’s global logistics costs by over 20%. Over the next 18 months, the industry will accelerate ‘multi-sourcing’ manufacturing, but Taiwan, China will remain the AI hardware linchpin until gate-all-around transistors and silicon photonics achieve volume production.