Earlier this year Jensen Huang wrote a big check. Five hundred billion dollars committed to US data centers, announced with the kind of fanfare that makes a president happy and keeps tariff threats at bay. Trump called Huang brilliant. Export controls on some Nvidia chips got walked back. Everyone went home satisfied. Then Huang flew to Taiwan, broke ground on a new Nvidia headquarters, and according to Reuters, announced the company would be spending $150 billion a year there. He called Taiwan the epicenter of the AI revolution. He said it's where the chips come from, where the packaging happens, where AI supercomputers get built. He said Nvidia would be worth even more in three to five years because of it. Nobody in the Trump administration has commented on that yet. Nvidia didn't respond to questions about the tension between the two announcements. But the tension is there whether anyone acknowledges it or not, and it tells you something about where AI infrastructure actually lives versus where politicians want it to live.
Nvidia CEO Jensen Huang joins advisory board of Tsinghua University amid US-China chip tensions