Nvidia Doubles Down on Taiwan With AI Supercomputer and Lavish New HQ
Nvidia just placed a billion-dollar bet on Taiwan—and Wall Street’s already counting imaginary profits. The chip giant announced plans to build a cutting-edge AI supercomputer and a sprawling new headquarters on the island, defying geopolitical tensions with a move that screams ’business as usual.’
Jensen Huang’s empire expands: The project cements Nvidia’s reliance on TSMC’s chipmaking prowess while giving China’s hawks fresh migraines. Local officials are popping champagne; Washington’s sweating through its suits.
Bonus cynicism: Hedge funds will spin this as ’AI infrastructure play’ while quietly shorting Taiwanese utility stocks. Some things never change.
TAIDE up
According to Nvidia, the new system will deliver more than eight times the AI performance of the existing Taiwania 2.
It will feature HGX H200 nodes, Blackwell Ultra-based B300 systems, and GB200 NVL72 racks, all connected via Nvidia’s Quantum InfiniBand networking.
“The new NCHC supercomputer will drive breakthroughs in sovereign AI, quantum computing, and advanced scientific computation,” said NCHC Director General Chau-Lyan Chang.
Among the projects it will power TAIDE, a national effort to build large language models tuned to Taiwanese culture and language; a generative AI development platform called Taiwan AI RAP; and simulations in climate modeling, quantum chemistry, and epidemic prevention.
Nvidia’s CUDA-Q platform has already enabled researchers to run a record-breaking 784-qubit quantum simulation, according to the statement.
A new hybrid quantum-classical computing system is also in development.
Humain society
The Taiwan rollout follows Huang’s recent trip through the Gulf with President Trump, where Saudi Arabia committed to a $600 billion investment package spanning AI, energy, and infrastructure.
As part of that initiative, Nvidia agreed to supply at least 18,000 Blackwell GPUs to power “Humain,” a state-backed Saudi AI firm developing a 500-megawatt data center.
The company also unveiled NVLink Fusion, a new effort to let rival AI chips connect directly to Nvidia’s platform, aimed at locking its GPUs into the backbone of next-gen AI systems.
“Nothing gives me more joy than when you buy everything from Nvidia ... but it gives me tremendous joy if you just buy something from Nvidia,” he said.
Nvidia (NVDA) is currently trading at $135.40, up 0.42% on the day, per Google Finance data.
