Nvidia $150B wey dem invest for Taiwan for Computex boost di supply of AI chips

For Computex 2026 (June 2–5, Taipei), Nvidia CEO Jensen Huang talk say Nvidia investment for Taiwan don climb reach about US$150 billion per year from like US$10–15 billion yearly before. Di spending na mainly na dey for AI chip capacity wey dem dey build with Taiwan semiconductor ecosystem. Nvidia main fab partner TSMC dey produce about 90% of the most advanced nodes wey dem use for AI accelerators. Nvidia supply chain wey get link to Taiwan still depend on advanced packaging like CoWoS to stack chiplets and boost AI workload performance. Competition dey hot: AMD too announce more than US$10 billion for Taiwan AI sector, and governments like Washington, Brussels, and Tokyo dey push local chipmaking. Dem dey call Taiwan the “silicon shield” for deterrence, but e still create concentrated geopolitical supply‑chain risk. For traders, near‑term thing to watch na TSMC potential pricing power as many big GPU/AI customers dey fight for leading‑edge capacity. Nvidia US$150 billion Taiwan investment confirm long‑term AI infrastructure momentum, but na more second‑order risk sentiment driver than direct crypto catalyst.