Nvidia’s Blackwell Chips Power GMI Cloud’s $500M AI Megaproject in Taiwan – The Next Big Leap?
Taiwan's tech landscape just got a half-billion-dollar adrenaline shot. GMI Cloud is betting big on Nvidia's Blackwell chips to supercharge its AI infrastructure—because apparently, throwing money at silicon still beats actual innovation.
Why Taiwan? Cheap power, cheaper talent, and a convenient geopolitical tinderbox—perfect for investors who love volatility. The $500 million buildout promises to deliver 'cutting-edge AI capabilities,' which probably means more overpriced cloud instances for startups burning VC cash.
Nvidia wins again. While crypto miners scramble for scraps, their chips keep printing money in the AI gold rush. Blackwell might just be the next ticker to moon—right after Wall Street takes its usual cut.
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The new facility will house about 7,000 GPUs across 96 high-density racks and support nearly 2 million tokens per second of compute. Power draw is expected to land around 16 megawatts. For an AI cluster of this scale, these numbers point to a serious step up in capability tied directly to rising demand from global enterprises and model developers.
GMI Cloud founder and CEO Alex Yeh said Taiwan needs more of these facilities because they act as “strategic assets” for local AI development. He added that power issues can be solved and said GPU utilisation at the company is already “almost full,” which helps explain why expansion is arriving so aggressively. Yeh said, “You want to promote local ecosystems, you have to build the data centre first, you have to build the AI cluster first.”
Nvidia Extends Global Footprint Through New AI “Factories”
The project gives Nvidia yet another high-profile cluster win as tech giants compete to lock in compute capacity. Nvidia CEO Jensen Huang has often described such campuses as “AI factories,” and he has recently supported major builds in Saudi Arabia and South Korea. U.S. President Donald Trump has publicly said he wants cutting-edge AI chips like Blackwell reserved for U.S. companies, though demand abroad has continued to surge.
Taiwan has already logged several heavy-duty infrastructure announcements this year. Foxconn and Nvidia jointly revealed a 100-megawatt AI data center earlier in 2025, showing how quickly capacity is scaling on the island.
GMI Cloud is one of Nvidia’s cloud partners and already runs data centers in the United States, Taiwan, Singapore, Thailand and Japan. Yeh said the Taiwan project is expected to generate about $1 billion in total contract value once fully operational.
Customers Line Up as GMI Cloud Prepares Further Expansion
Initial customers for the Taiwan build include Nvidia, Trend Micro, Wistron, Chunghwa System Integration, VAST Data and TECO. That lineup offers early validation that this cluster will not sit idle once it goes live.
GMI Cloud is also planning a new 50-megawatt U.S. data center as part of a broader footprint expansion. Yeh said the company is considering an initial public offering within two to three years, which is a timeline that suggests management sees the current AI infrastructure cycle as durable rather than fleeting.
The Taiwan project showcases just how intense demand for high-performance compute has become. Even amid geopolitical pressures, supply-chain reshuffles and power-grid questions, companies are racing to deploy capacity wherever they can.
Is Nvidia a Good Stock to Buy?
Wall Street remains firmly bullish on Nvidia, with the stock earning a Strong Buy rating from analysts surveyed over the past three months.
A group of 39 analysts now tracks Nvidia, and 37 of them have Buy ratings in place. Only one analyst says to Hold and one says to Sell. Their collective 12-month NVDA price target sits at $242, which implies about 27% upside from Nvidia’s latest close.
