Nvidia CEO Jensen Huang plans $150 billion annual investment in Taiwan following AMD's $10 billion commitment

@rohanpaul_ai 150bn a year is insane

at that pace nvidia's basically betting its entire future on one island

@rohanpaul_ai Yes he is right - secrets are at GTC

Jensen Huang presents new Taiwan campus.

Nvidia plans to invest around $150 bn a year in Taiwan,

This is only after a week when rival AMD said it would invest more than $10 bn in Taiwan's AI sector.

@8teAPi That being said, I think it’s a pretty smart strategy. Taiwan desperately needs the semiconductor industry and Nvidia is making itself desperately need Taiwan. Desperation can do amazing things.

@8teAPi no government on earth will approve this merge lol

@8teAPi It does seem like Taiwan is the only card Nvidia has, and that they are going all-in on it.

The only potential issue is if they get leapfrogged by innovation elsewhere. The advantage is the labor pool but that becomes a liability if elsewhere develops a low-labor process

@8teAPi You are dreaming. No way Taiwan let's that happen lol

@rohanpaul_ai bet they were supposed to move out production from the island to US

@rohanpaul_ai 🤯🤯🤯

@8teAPi I was thinking for a while Nvidia would at least acquire a stake in TSMC..

@rohanpaul_ai $150B/year in Taiwan. hope the tariff math is priced in.

@8teAPi The primary flaw might actually be strategic though. Not just the US but every country in the world becomes dependent on China for Advanced chips in volume if Taiwan falls. This is terrifying as China doesn’t seem to care about rules based order as much as it cares about the Han

@beefcubee @8teAPi Well the US may have some interest..for TSMC to become partially a US company.. Not saying it will happen..but it would make sense

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