Overview
- Nvidia CEO Jensen Huang announced the plan to raise annual Taiwan spending to roughly $150 billion and unveiled the Constellation campus in Taipei to deepen engineering and manufacturing ties with local partners.
- The Constellation site has a land lease and a target to start construction in 2026 with operations by about 2030 and space for roughly 4,000 employees, though Taipei officials say formal construction permits and an urban design review are not yet complete.
- Markets priced the announcement immediately, sending Taiwan’s Taiex index and shares of key suppliers such as TSMC higher on Wednesday, May 27, 2026, as investors anticipated more orders and local demand for assembly and packaging.
- U.S. export licensing has allowed limited sales of Nvidia H200 chips to some Chinese firms but reporters found no evidence of deliveries so far, while Nvidia says China remains a strategically important market for its CPU and AI platforms.
- The commitment tightens Nvidia’s reliance on Taiwan’s ecosystem for advanced packaging, fabrication and system assembly and raises questions about job estimates, concentration risk in a single geography and second‑order effects on global supply chains.