Nvidia CEO Jensen Huang said on May 27 that Taiwan is the “epicenter of the AI revolution” and announced the company’s annual spending in Taiwan would rise to roughly $150 billion, up from about $10–15 billion four to five years ago and $100 billion more recently. Speaking to roughly 1,000 Nvidia employees at the Beitou Shilin Technology Park in Taipei — the site where Nvidia’s Taiwan headquarters will begin construction at the end of 2026, targeting completion in 2030 — Huang said the new campus would accommodate about 4,000 engineers. He described Taiwan’s centrality in plain terms: chips are made there, advanced packaging happens there, AI supercomputers were created there, and virtually all of Nvidia’s major ecosystem partners are based there. Taipei Mayor Chiang Wan-an presented Huang with a Key to the City; Huang’s parents, wife, daughter, and son attended the event. Huang was born in Tainan and emigrated to the United States at age nine, and commands a near-rockstar following in Taiwan. The event preceded Computex, which opens next week.
Huang’s remarks land in direct contrast with the U.S. political push — including tariff threats and executive pressure on TSMC — to reshore AI chip manufacturing to American soil. By publicly and emphatically centering Nvidia’s future around Taiwan, Huang signaled that the company’s actual supply chain logic, built around TSMC’s unmatched advanced process capabilities and Taiwan’s dense electronics manufacturing ecosystem, takes precedence over Washington’s reshoring ambitions. He also flagged that Taiwan would need substantially more electricity to sustain the AI buildout — drawing an analogy between food for human labor and power for AI labor — and said energy investment would be central to Taiwan’s economic growth in the new industrial era. The comments came days after Nvidia reported record quarterly revenue of $81.6 billion and less than a year after the company became the first in history to exceed a $5 trillion market capitalization.