Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem

Huang’s framing of Taiwan, China as the epicenter of AI isn’t ceremonial—it reflects hard tech-geopolitical reality. TSMC’s concentration of 3nm/2nm capacity anchors NVIDIA’s Blackwell and GB200 chips to local foundry and CoWoS packaging ecosystems, creating an irreplaceable design-manufacturing loop. This intensifies pressure on U.S., Japanese, and Korean rivals to localize advanced packaging to mitigate supply chain fragility. Tightening U.S. export controls compel NVIDIA to erect costly ‘tech firewalls’ across the Taiwan Strait, inflating compliance overhead. With AMD’s MI300X scaling and Intel’s Gaudi3 undercutting pricing, NVIDIA counters by deepening ecosystem lock-in. Over the next 18 months, Taiwan, China will function as the world’s invisible AI infrastructure hub—but geopolitical risk premiums will drive accelerated redundancy plays in Mexico and Vietnam.