Hardware
94d agoNvidia Taiwan Spending Hits $150 Billion
Nvidia now spends $150 billion annually on Taiwanese suppliers, a tenfold increase from $15 billion. This surge primarily fuels orders for TSMC to manufacture high-end AI chips. The massive capital injection secures critical supply chains for H100 and Blackwell GPUs.
The Signal
Hardware practitioners should expect continued dominance of Taiwan's fabrication ecosystem in the AI stack.