Overview
- Nvidia CEO Jensen Huang said Wednesday the company will raise annual Taiwan spending from about $100 billion to roughly $150 billion and announced a Taipei campus called Constellation.
- The Constellation site is reported to have secured long‑term land rights, is designed to house about 4,000 engineers, and the company aims to open it by 2030 with construction slated to begin in 2026.
- Taipei officials say Nvidia has not yet applied for the required construction permit or finished the city’s urban design review, so formal work cannot start until those local approvals are filed and cleared.
- U.S. authorities have issued limited export licenses for some Nvidia H200 sales to Chinese firms but no shipments had occurred at time of reporting, and Taiwan chip stocks rose while some mainland China chip equities fell after the announcement.
- The pledge follows a multi‑year jump in Nvidia’s Taiwan procurement from roughly $10–15 billion to about $100 billion and raises concentration and geopolitical risks for suppliers and workers even as it promises large local demand for fabs, packagers and assemblers.