Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO - Yahoo Finance
Semis
Nvidia CEO Jensen Huang confirmed the company will spend $150B annually in Taiwan, doubling down on TSMC and the island as the core of AI supply chain infrastructure. This cements NVDA's deep capital commitment to Taiwan-based manufacturing but also flags concentration risk and geopolitical exposure that the market is already pricing skeptically given today's -1.4% move.
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Angle
↓ SHORT-6% target+4% stop2-3 weeks tactical
Fade the headline pop in NVDA short-term — $150B Taiwan commitment amplifies geo-concentration risk at a moment when consensus is already max-bullish and the stock is up 3x in 2 years, leaving limited re-rating room.