Nvidia CEO Jensen Huang said on Wednesday that the company’s annual investment in Taiwan would rise to $150 billion, up from roughly $100 billion at present and a tenfold increase from the $10–15 billion it spent four to five years ago. Speaking to about 1,000 employees at the company’s T17 and T18 plots in Taipei’s Beitou-Shilin Technology Park — with his parents, wife, daughter, and son in attendance — Huang called Taiwan “the epicentre of the AI revolution” and said the island would remain the centre of global technology manufacturing for a long time to come. He noted that Taiwan’s role spans chips, advanced packaging, and AI supercomputer assembly, with TSMC producing Nvidia’s advanced designs into silicon and Foxconn assembling processors for data-center servers. The investment figure refers to the broader ecosystem spend, not a single capital commitment, and Huang did not specify how many years the $150 billion annual pace would continue. The event coincided with the formal launch of Nvidia’s Taiwan headquarters project; Huang unveiled a “transparent” glass-curtain-wall campus design called Constellation that can accommodate 4,000 employees, with construction scheduled to begin by end-2026 and a target opening of 2030. The campus sits on land leased from Taipei City Government under a 50-year agreement signed in February, extendable by a further 20 years; total campus investment exceeds NT$40 billion (about $1.27 billion).
The announcement came days after Nvidia reported a record Q1 fiscal 2027 revenue of $81.6 billion — an 85% year-over-year and 20% quarter-over-quarter jump — and net profit of $58.3 billion, more than triple the year-earlier figure, cementing its status as the primary beneficiary of global AI infrastructure spending. Taiwan’s Taiex stock index closed 1.7% higher to a record on Wednesday on the back of the news. Huang also highlighted “physical AI” — the application of AI to robotics and manufacturing — as the next wave that will specifically benefit Taiwan’s hardware ecosystem. He is in Taipei ahead of Computex, the island’s flagship annual tech exhibition, which begins next week.