At that time, Huang said that “the engines of the world’s AI infrastructure are being built in the United States for the first time,” because “adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain, and boosts our resiliency.”
Over the next four years, he projected that Nvidia could produce up to half a trillion dollars of AI infrastructure in the US—but it was hard to see how Nvidia could race to achieve that result when the company still relied on shipping chips to Taiwan for advanced packaging.
Now, Huang seems to be confronting that reality head-on, prioritizing more investments and deepening partnerships in Taiwan at a time when Huang claims that overwhelming demand for agentic AI is accelerating AI factory buildouts “at extraordinary speed,” The Guardian reported.
While the US investments will surely factor into Nvidia’s growth, it’s the Taiwan HQ that seemingly matters most.
Tech giants collectively plan to spend $750 billion on AI infrastructure this year, with “a significant portion” of that expected to “go towards chips for data centers,” the Guardian noted, and Nvidia needs a plan to keep up with that rapidly spiking demand. Then there’s also Nvidia’s new AI system, Vera Rubin, to consider, which Huang claimed would be a “generational leap” that’s going to be “kicking off the greatest infrastructure buildout in history.” Nvidia fears it will face supply chain constraints “throughout the entire life of Vera Rubin,” Huang said.
Perhaps to Huang, the Taiwan base looks like a lifeline for that and future systems.
Before Trump’s AI Action Plan rolled out, Nvidia had previously manufactured all its AI chips exclusively in Taiwan. So, the firm is well acquainted with the benefits of working in that ecosystem.