Nvidia doubles down on Taiwan to secure AI leadership

Nvidia CEO Jensen Huang announced a plan to invest about $150 billion annually in Taiwan to build a new Taiwan headquarters and position the island as the epicenter of the AI revolution by 2030, highlighting Taiwan’s crucial role in chip packaging and AI infrastructure. The move comes after Nvidia began US-based chip production to appease Trump’s domestic manufacturing push, but the company still relies on Taiwan for advanced packaging and ecosystem partnerships (e.g., TSMC, Foxconn). The announcement suggests Taiwan’s dominance in AI hardware will remain central even as Washington seeks to shape a US-led AI hub, amid ongoing policy debates over tariffs and export controls that could influence Nvidia’s global strategy.