At Taiwan’s annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island’s central and growing role in AI infrastructure.
Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.
“Many years ago, we had 10 partners. Five years ago, maybe 50 partners. Now we have 150 partners,” Huang said.
AMD CEO Lisa Su also said last week that the company would invest more than $10 billion in Taiwan’s AI sector, adding that it was co-investing with Taiwanese partners to ensure sufficient capacity for expansion in 2026 and beyond.
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