Nvidia and AMD Invest in Taiwan's AI Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14 hours ago
0mins
Source: Newsfilter
- Nvidia's Major Investment: CEO Jensen Huang announced that Nvidia will invest up to $150 billion annually in Taiwan, emphasizing its role as the epicenter of the AI revolution, which will significantly enhance local AI infrastructure and strengthen Nvidia's competitive position globally.
- AMD's Strategic Commitment: AMD CEO Lisa Su stated that the company will invest over $10 billion in Taiwan's AI sector, co-investing with local partners to ensure sufficient capacity for expansion in 2026 and beyond, further solidifying Taiwan's critical role in the global AI supply chain.
- Computex Show Highlights: The upcoming Computex trade show, running from June 2-5 with 1,500 exhibitors, will feature a keynote by Nvidia's Huang, focusing on data center products and deeper partnerships, driving the commercialization of AI technologies.
- Surge in Taiwan's Exports: Despite rising geopolitical tensions, Taiwan's server exports surged to $60 billion last year from just $571 million in 2017, showcasing the island's robust growth potential in the global tech supply chain and attracting international investors' interest.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Potential Trillionaire: The rapid advancement of AI technology has sparked discussions about the possibility of the world's first trillionaire, suggesting immense wealth creation opportunities within the industry.
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See More
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- Upcoming Earnings Reports: A series of earnings reports from companies like Palo Alto and Broadcom next week are expected to offer significant insights for investors, particularly regarding the rising AI-driven cybersecurity threats that could impact results.
- Lululemon's Reset Quarter: Cramer cautions that Lululemon may face a challenging 'reset quarter,' advising investors to be cautious ahead of the earnings report to mitigate potential losses.
See More
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- Strong Stock Performance: As of May 24, 2026, Nvidia's stock price has shown impressive performance, reflecting investor confidence in its future growth potential, which may attract more institutional investors' attention.
- Innovation-Driven Growth: Nvidia solidifies its leadership in artificial intelligence and deep learning through continuous technological innovation and product upgrades, thereby enhancing customer reliance and market share.
- Favorable Industry Trends: With the rising demand for data centers, Nvidia's products and solutions align well with market trends, which is expected to provide the company with long-term growth opportunities.
See More
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- Impressive Financials: Nvidia's Q1 report showed an 85% year-over-year revenue increase to $81.6 billion and net income exceeding $58.3 billion, with a net margin of 71%, indicating its leadership position in the AI chip market, despite not surpassing analyst expectations.
- Apple's Steady Dividend Growth: Apple announced a 4% increase in its quarterly dividend to $0.27 per share in its Q2 earnings release, demonstrating its commitment to shareholder returns amidst growth in both product and service revenues, even if the increase is less dramatic than Nvidia's.
- Optimistic Market Outlook: Apple's product sales have seen double-digit growth driven by its AI platform, although future growth may slow; nonetheless, with a market capitalization of $4.5 trillion and annual sales of $416 billion, it remains a solid choice for investors.
See More
