Nvidia To Spend $150 Billion a Year In Taiwan
- Reference: 0183431496
- News link: https://slashdot.org/story/26/05/27/2132231/nvidia-to-spend-150-billion-a-year-in-taiwan
- Source link:
> Huang was speaking at a launch celebration in Taipei for the chip company's planned Taiwan headquarters, which he said will break ground this year and aims to become operational in 2030. He did not provide a timeframe for the number of years the company plans to invest $150 billion. The Taiwan headquarters will bring Nvidia closer to TSMC, the world's largest contract chipmaker which makes many of the advanced semiconductors powering the trend towards AI and is a major supplier to the U.S. tech company.
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> "Taiwan is booming," Huang said on stage at the celebration which was attended by his parents, wife, daughter and son in addition to around 1,000 employees. "Taiwan is the epicentre of the AI revolution. This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created. The number of partners we work with here in Taiwan, incredible."
[1] https://www.reuters.com/world/asia-pacific/nvidia-ceo-says-taiwan-is-epicentre-ai-revolution-2026-05-27/
Careful how you word that (Score:2)
> "Taiwan is booming"
Especially when Xi goes to grab it.
Re: (Score:2)
Will that be the boom or the bust part of the cycle?
Re: (Score:1)
After Trump's recent grovelling to Xi, there are three possible situations re invasion of Taiwan
- no change to likelihood
- less likely
- more iikely
I know which of those seems the favourite.
Going to be hard for the US to stop export of chips to China if they are made in a China owned Taiwan
Just trying to get Xi's attention (Score:2)
The Nvidia CEO recently went with Trump to China in hopes to encourage Xi to approve purchases of Nvidia's H200 AI chip by Chinese companies. He's dangling billions of dollars of investment in front of Xi's face with this announcement, money that could be invested in China instead of their "enemy" Taiwan.
Re: (Score:2)
You think Huang is encouraging China to buy his products by massively increasing his presence in Taiwan, implying the investment could go to China instead?
I didn't read it that way. If anything, this move seems to sweeten Taiwan as a target for China to take over. And I don't see that as being in Huang's or NVIDIA's favor.
Certainly there are strategic advantages to being in Taiwan, but China's covetousness over the region is not one of them.
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Huang's billions are probs not going to impress the Chinese, who are investing multiples of that. The Chinese also consider developing their own (AI) semiconductors a national priority, with the US of the last 10-15 years having proven to them conclusively that Western supplies can not be relied upon. Their homegrown stuff is not as advanced as Nvidia on performance/watt yet, but it's cheap (especially compared to the multiple orders of magnitude inflated prices of Nvidia) and it works, and has built an AI
a Taiwan CEO investing in Taiwan... (Score:1)
Gee - big surprise. Lookup Nvidia diversity numbers. You'll be even more "surprised".
China says thanks. (Score:2)
Soon to be the property of the Chinese communist party.
At what point will they get a private army? (Score:3)
Serious question: at what point will it be worth it for the tech companies to investt directly into Taiwan's defense from a Chinese invasion?
With hundreds of billions of dollars at stake, wouldn't it make sense to buy Taiwan some AA systems and coastal artillery, just to deter an invasion a little more and hence secure their investment?
Re: (Score:2)
There's nothing they can buy which can compete with Chinese factories churning out missiles and launching them from the parking lot outside the factory. All these fantasies about the Super-Dumper American Navy protecting Plucky Taiwan from Hitler Xi area complete nonsense because China can massively out-produce the US in weaponry and they'd be fighting on their own doorstep rather than thousands of miles away.
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NATO literally puts weapons on trains and trucks and ships them into Ukraine. If things get spicy, China will blockade Taiwan on day one and no ship or plane will get through.
Also, Ukraine had the most powerful military in Europe when Russia invaded. Taiwan's military is weak and notoriously corrupt.
They must not think China is going to take Taiwan (Score:4)
Given how Trump is showing the world that "Might makes Right" we are basically showing China that it's okay to use military force to try and take what you want. Given that little meeting they just had, will Trump actually defend Taiwan if China decides they want it?
Given that uncertainty, is it really wise to invest 150 billion into a territory that can't remotely stand on its own? Taiwan's best bet if the are invaded is to self-sabotage, which would likely be worse for the world then just letting China have it.
Nvidia CEO obviously has more connections and insider information then I do, but it still interesting to read about this all the same.
Re: (Score:1)
1. The US can't defend Taiwan from China without attacking the Chinese mainland. Which leads to a collapse of the global economy and nuclear war.
2. Taiwan will join China sooner or later because their future is with China, not the US. Xi is well aware of this, which is why he's in no hurry to invade.
Re: (Score:1)
Yeah... is he sure that the Mighty Orange One is going to be OK with that? After all of the recent corporate ass kissing, I'd imagine that he's expecting Jensen to be building his new chip plants in the US instead.