NVIDIA's Jensen Huang calls Taiwan the 'epicentre' of the AI revolution as spending hits $150bn a year

Nvidia’s CEO Jensen Huang said Taiwan is the epicentre of the AI revolution and projected Nvidia’s annual spending on the island to reach roughly $150bn. The figure reflects spending across the supply chain described during a keynote, centered on the next-generation Vera Rubin AI platform. Each Vera Rubin system contains nearly 2 million parts built through about 150 ecosystem partners in Taiwan, with TSMC fabricating the underlying logic and companies such as Foxconn, Quanta, and Wistron handling assembly. SK Hynix supplies HBM4 memory needed for a 22 TB/s system bandwidth. The disclosure also responds to tariff pressure and signals commitment amid technology cold-war dynamics, while not announcing new fabs or sovereign supply commitments.

"NVIDIA chief executive Jensen Huang told a Taipei audience at Computex 2026 on Wednesday that Taiwan is the "epicentre" of the AI revolution, and that the company's annual spending on the island will reach roughly $150bn a year. The number, the highest specific Taiwan-spend figure Huang has yet disclosed publicly, makes Nvidia's commitment to the island arithmetically larger than the GDP of most EU member states."

"The figure breaks down through the supply chain Huang spent the bulk of his keynote describing. The flagship example is Vera Rubin, Nvidia's next-generation AI platform, which Huang called "probably the largest product launch in the history of Taiwan." Each Vera Rubin system contains nearly 2 million parts and is built through 150 ecosystem partners on the island, almost all in Taiwanese hands. TSMC fabricates the underlying logic. Foxconn, Quanta, Wistron and others handle assembly."

"SK Hynix, listed in Seoul but with a substantial Taiwan presence, supplies the HBM4 memory the platform needs to deliver its 22 TB/s system bandwidth. Huang's framing matters as politics as much as engineering. The Trump administration's second-term tariff regime has put visible pressure on Nvidia and other US chip designers to onshore more of the production stack into the United States."

"The Taiwan-spend disclosure is, in part, Huang signalling to Washington how large the actual cost of that move would be, and to Taipei that Nvidia's commitment to the island has hardened rather than softened. It also lands within a few weeks of Huang's remarks that DeepSeek running on Huawei chips would be a "horrible outcome" for America, which were read inside the industry as Nvidia putting itself unmistakably on the US side of the technology cold war. What Huang did not say is also informative."

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