Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO - Reuters
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Nvidia CEO Jensen Huang announced plans to spend $150 billion annually in Taiwan, framing the island as the epicenter of the AI revolution at Computex. The commitment reinforces NVDA's supply-chain depth and signals continued aggressive capex toward AI infrastructure, keeping the AI buildout narrative intact heading into earnings season.
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↔ PAIR+8% target-5% stop2-3 weeks, through Computex cycleMay 20 '25
NVDA already-consensus long — lean into Taiwan supply-chain proxies TSM and MRVL for a fresher risk/reward on the $150B Computex commitment.