rotative
the decoder · May 27, 2026

Nvidia boosts Taiwan spending to $150B annually

nvidia's annual taiwan spending surged from $15b to $150b, while ceo jensen huang announced plans to quadruple the local workforce.

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jensen huang revealed that nvidia now spends approximately $150b annually with taiwanese suppliers, a massive increase from the $10-15b spent three or four years ago. to support this expansion, nvidia will grow its taiwan workforce from 1,000 to 4,000 employees and construct a new 'constellation' campus in taipei, starting in 2026. meanwhile, rival amd committed over $10b to taiwan's chip ecosystem, specifically targeting advanced packaging capacity. the disparity in figures reflects different metrics, as nvidia's number represents ongoing annual spend versus amd's multi-year capacity investment.

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