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Jensen Huang took the stage at Computex 2026 in Taipei on May 27 and put a number on Nvidia’s Taiwan commitment that few analysts expected: $150 billion a year.

“Four years ago, five years ago, Nvidia was spending about 10, 15 billion dollars a year in Taiwan. Now we’re spending 100, going to 150 billion dollars in Taiwan each year,” Huang told a crowd of roughly 1,000 employees alongside Taipei Mayor Chiang Wan-an.

The jump from $10-15B in 2021 to $150B in 2026 is a ten-fold increase in five years. For reference, $150B annually exceeds the GDP of most EU member states.

What the Number Actually Covers

The $150B figure is aggregate supply chain spend — what flows through Taiwan’s semiconductor and electronics ecosystem — not a discrete capital appropriation. TSMC takes the largest share, manufacturing Nvidia’s Blackwell and upcoming Rubin architectures. CoWoS advanced packaging, HBM memory integration, and full-system assembly at partners like Foxconn account for most of the rest.

Huang did not specify how many years the $150B/year run rate is projected to hold, and he made no announcements about specific new fab capacity or packaging facilities. The number signals posture more than programme.

The Rubin architecture ramp is already straining TSMC’s production lines, with the chipmaker reportedly running overtime to meet Nvidia’s order book. A $150B/year commitment amplifies that strain rather than relieving it — it signals that Nvidia expects demand to continue outpacing current capacity.

Constellation Campus

Alongside the spend disclosure, Huang unveiled Constellation — Nvidia’s planned Taiwan headquarters in Beitou-Shilin Technology Park in northern Taipei.

Key specs:

• Size: approximately 4 hectares
• Headcount target: ~4,000 engineers
• Design: mirrors Nvidia’s Santa Clara HQ architecture
• Groundbreaking: later in 2026
• Target operations: 2030

The campus is designed to put Nvidia engineers physically close to TSMC and Taiwan’s broader semiconductor supply chain — a move that shortens the co-engineering loop on next-generation chip designs. It will be one of the largest AI R&D facilities in the Asia-Pacific region by headcount.

The Geopolitical Signal

The announcement came at a moment when US export controls and questions about Nvidia’s China business have generated sustained pressure in Washington. The $150B/year figure serves as a direct counter-argument: any mandatory onshoring of Nvidia’s supply chain would require replacing infrastructure that generates nine figures in revenue annually for Taiwan’s economy.

Huang’s Computex message — Taiwan is the “epicentre of the AI revolution” — was directed as much at Washington as at Taipei. It is the strongest public commitment Nvidia has made to the Taiwanese supply chain since export control pressure began.

AMD’s Lisa Su is scheduled to deliver a counterpart keynote later in the Computex week.