Nvidia’s Huang Hails Taiwan as ‘Center of the Computer Ecosystem’ in AI Expansion

At Taipei’s Computex tech show, Nvidia’s (NVDA) CEO Jensen Huang called Taiwan the “centre of the computer ecosystem” and “the largest electronics manufacturing region in the world.” He revealed plans for a new Nvidia headquarters in Taipei and a major AI supercomputer project, showing how important Taiwan is to Nvidia’s innovation and supply chain. These announcements highlight Nvidia’s strong commitment to Taiwan’s tech industry.

This is part of Nvidia’s broader plan to invest heavily in AI infrastructure, with a focus on the U.S. The company recently said that it aims to spend as much as $500 billion over the next four years. Even so, Nvidia will work closely with partners like Taiwan’s TSMC (TSM), Foxconn, and Wistron, showing that Taiwan remains a key part of its growth and innovation.

A Major AI Supercomputer Project with Taiwan Partners

To put this commitment into action, Nvidia is teaming up with Foxconn’s Big Innovation Company and the Taiwanese government to build a powerful AI supercomputer using 10,000 of its newest Blackwell chips. This investment will boost Taiwan’s technology ecosystem and support advanced research at Taiwan Semiconductor Manufacturing Company or TSMC, Nvidia’s key manufacturing ally.

By investing in Taiwan’s AI infrastructure, Nvidia secures its supply chain and stays ahead in the race for AI technology. At the same time, Taiwan benefits from more tech jobs and investment, creating a win-win situation.

New ‘Constellation’ Headquarters Marks Nvidia’s Growth in Taipei

Jensen Huang also shared plans for Nvidia’s new “Constellation” headquarters in Taipei’s Beitou district. He said the company is “growing beyond the limits of our current office,” reflecting the need for more space to support its expanding operations in Taiwan.

During the announcement, a video showed a spacecraft transforming into the design of the new building. This visual symbolized Nvidia’s forward-looking approach and its commitment to increasing its presence on the island.

The new headquarters will provide additional space for research, development, and collaboration with local partners.

NVLink Fusion Expands Nvidia’s Technology Network

At the same event, Nvidia introduced “NVLink Fusion,” a new initiative that lets chips from other companies connect and work with Nvidia’s technology. This broadens Nvidia’s ecosystem, making it easier for different chipmakers to collaborate on its platforms.

CEO Jensen Huang captured the spirit behind the initiative, saying, “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.” This shows Nvidia is open to working with more partners instead of keeping things closed.

By sharing its technology, Nvidia aims to build a flexible AI system where different chipmakers can connect to its powerful GPUs and NVLink network.

Is Nvidia a Good Stock to Buy Right Now?

Nvidia will report its Q1 FY26 earnings on May 28. Wall Street is upbeat, with analysts expecting EPS of $0.89, up from $0.61 last year.

According to TipRanks, NVDA stock has a Strong Buy consensus rating based on 34 Buys, five Holds, and one Sell assigned in the last three months. The average NVDA price target of $164.51 implies 21.50% upside potential from current levels.

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