Hardware2h ago
Nvidia 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. Hardware practitioners should expect continued dominance of Taiwan's fabrication ecosystem in the AI stack.