Nvidia bets $150B on Taiwan as Trump's plan to make US an AI hub backfires

Nvidia CEO Jensen Huang announced the chip company plans to invest approximately $150 billion annually in Taiwan, terming it the "epicentre" of the AI revolution . This represents a dramatic increase from roughly $10-$15 billion annually four to five years ago , reflecting Nvidia's strategy to embed itself within Taiwan's semiconductor ecosystem rather than simply purchasing from it . The announcement follows significant revenue shifts, with Taiwan revenue surging over 50% while mainland China and Hong Kong revenue halved .

Source: Ars Technica | 2026-05-27