新葉投旅筆記
3 C's of life: choices, chances, and changes.
Yes, NVIDIA is building facilities in Taiwan, including a new office and AI-related infrastructure. Below is a detailed breakdown based on available information:
### 1. **NVIDIA's Facilities in Taiwan**
- **New Taiwan Office (NVIDIA Constellation)**:
- NVIDIA CEO Jensen Huang announced on May 19, 2025, that the company has selected **Beitou-Shilin Technology Park** in Taipei for a new office called **NVIDIA Constellation**. This office is intended to accommodate the growing number of engineers due to capacity constraints at their current premises in Neihu, Taipei.[](https://focustaiwan.tw/business/202505190009)[](https://www.digitimes.com/news/a20250519PD231/nvidia-jensen-huang-taipei-taiwan-2025.html)
- This is described as a new headquarters or office to support NVIDIA’s expanding operations in Taiwan, with negotiations underway for a lease transfer from the current property occupant. Construction is expected to begin soon due to urgent space needs.[](https://www.digitimes.com/news/a20250519PD231/nvidia-jensen-huang-taipei-taiwan-2025.html)
- **AI R&D Center**:
- NVIDIA’s first AI research and development center in Asia, located in **Neihu, Taipei**, was started in 2022 and is **40% complete** as of May 2024. This five-year project aims to employ 1,000 researchers by 2027 and includes the development of the **Taipei-1** supercomputer.[](https://www.taipeitimes.com/News/biz/archives/2024/05/09/2003817574)[](https://focustaiwan.tw/business/202405080014)
- There have been rumors of a **second R&D center** in Taiwan, potentially in **Kaohsiung** or **Tainan**, but Taiwanese officials have clarified that NVIDIA’s R&D projects are distributed across multiple locations, and there’s no distinct “second” R&D center. Instead, the focus is on expanding AI infrastructure, such as the Taipei-1 supercomputer in Kaohsiung.[]
- **AI Supercomputer and AI Factory**:
- NVIDIA is collaborating with **Foxconn** to build the **Hon Hai Kaohsiung Super Computing Center**, which will use NVIDIA’s **Blackwell** chips and is described as Taiwan’s most powerful AI supercomputer.
- Additionally, NVIDIA is working with the Taiwanese government and Foxconn to build an **“AI factory”** in Kaohsiung, intended for use by **TSMC** and other partners. This infrastructure will support advanced AI workloads.[](https://www.theregister.com/2025/05/19/taiwan_nvidia_ai_factory/)
- A new AI supercomputer for Taiwan’s **National Center for High-Performance Computing (NCHC)** is also under development, featuring NVIDIA’s **HGX H200**, **GB200 NVL72**, and **HGX B300** systems with over 1,700 GPUs. It is expected to go live later in 2025.[](https://blogs.nvidia.com/blog/taiwan-research-supercomputer/)
### 2. **Cost of Building These Facilities**
- **NVIDIA Constellation Office**:
- Specific cost estimates for the NVIDIA Constellation office in Beitou-Shilin are not publicly detailed. However, the land prices in the Beitou-Shilin Technology Park are noted to be **high**, and NVIDIA is negotiating lease transfer agreements.[](https://www.digitimes.com/news/a20250519PD231/nvidia-jensen-huang-taipei-taiwan-2025.html)
- The project is described as one of NVIDIA’s largest, suggesting significant investment, but no exact figures are provided.[](https://focustaiwan.tw/business/202505190009)
- **First AI R&D Center**:
- NVIDIA invested **$715 million** in its first AI R&D center in Taipei, which received a subsidy of **NT$6.7 billion (approximately $205 million USD)** from the Taiwanese government.[](https://www.tweaktown.com/news/97890/nvidia-rumored-to-build-new-center-in-taiwan-after-first-ai-is-huge-success/index.html)[](https://www.datacenterdynamics.com/en/news/nvidia-to-establish-second-rd-facility-in-taiwan/)
- The total cost to NVIDIA, after subsidies, is thus approximately **$510 million** for the R&D center alone.[](https://www.datacenterdynamics.com/en/news/nvidia-to-establish-second-rd-facility-in-taiwan/)
- **AI Supercomputer and AI Factory**:
- No specific cost figures are provided for the Hon Hai Kaohsiung Super Computing Center or the AI factory. However, the AI factory is described as a “gigantic factory investment,” indicating a high cost, likely in the **hundreds of millions to billions** of dollars, given the scale and NVIDIA’s goal to sell up to **$500 billion** worth of AI supercomputer equipment globally over the next four years.[](https://www.theregister.com/2025/05/19/taiwan_nvidia_ai_factory/)
- The NCHC supercomputer, built by ASUS, involves over 1,700 GPUs and advanced networking, suggesting a cost in the **tens to hundreds of millions** of dollars, though exact figures are not disclosed.[](https://blogs.nvidia.com/blog/taiwan-research-supercomputer/)
- **Subsidies and Incentives**:
- NVIDIA has received significant subsidies, such as the **NT$6.7 billion** for the first R&D center, which offsets costs. Additional subsidies may apply to the AI factory or supercomputer projects, but details are not specified.[](https://www.digitimes.com/news/a20250519PD231/nvidia-jensen-huang-taipei-taiwan-2025.html)[](https://www.digitimes.com/news/a20241225PD202/taiwan-micron-subsidy-nvidia-2025.html)
**Estimated Total Cost**:
- For the first AI R&D center: **~$510 million** (after subsidies).
- For the NVIDIA Constellation office, AI factory, and supercomputers: Likely **several hundred million to over a billion dollars**, depending on the scope, but precise costs are unavailable due to ongoing negotiations and lack of public disclosure.
### 3. **Time Duration to Build**
- **NVIDIA Constellation Office**:
- Construction is expected to begin **as soon as possible** once the lease transfer is approved by Taipei Mayor Chiang Wan-an. No specific completion date is provided, but the urgency suggests a timeline of **1–3 years**, typical for large office buildings, depending on regulatory approvals and construction complexity.[](https://focustaiwan.tw/business/202505190009)[]
(https://www.digitimes.com/news/a20250519PD231/nvidia-jensen-huang-taipei-taiwan-2025.html)
- **First AI R&D Center**:
- The project began in **2022** and is a **five-year project**, expected to be completed by **2027**. As of May 2024, it is **40% complete**, indicating steady progress.[](https://www.taipeitimes.com/News/biz/archives/2024/05/09/2003817574)[]
(https://focustaiwan.tw/business/202405080014)
- Time remaining: Approximately **2–3 years** (2025–2027).
- **AI Supercomputer and AI Factory**:
- The **Hon Hai Kaohsiung Super Computing Center** and the AI factory are being built in **phases**, with the first phase starting soon (as of May 2025). No specific completion date is provided, but large-scale data centers typically take **2–5 years** to complete, depending on the phase and infrastructure requirements.
- The NCHC supercomputer is expected to go live **later in 2025**, indicating a relatively fast deployment (within **6–12 months** from May 2025) due to its reliance on existing NVIDIA hardware and ASUS manufacturing.[](https://blogs.nvidia.com/blog/taiwan-research-supercomputer/)
### 4. **Summary**
- **Is NVIDIA Building a Center in Taiwan?**
- Yes, NVIDIA is building multiple facilities:
- A new office (**NVIDIA Constellation**) in Beitou-Shilin, Taipei.
- An ongoing AI R&D center in Neihu, Taipei (40% complete).
- AI supercomputers and an AI factory in Kaohsiung, in collaboration with Foxconn and the Taiwanese government.
- **Cost**:
- First AI R&D center: ~**$510 million** (after $205 million subsidy).
- NVIDIA Constellation, AI factory, and supercomputers: Likely **hundreds of millions to over a billion dollars**, but exact figures are not disclosed.
- **Time Duration**:
- NVIDIA Constellation: **1–3 years** (estimated, starting soon).
- First AI R&D center: **2–3 years** remaining (completion by 2027).
- NCHC supercomputer: **6–12 months** (live by late 2025).
- AI factory/Kaohsiung supercomputer: **2–5 years** (phased construction).
### 5. **Notes**
- The information on costs and timelines is based on available sources, but some details (especially for the AI factory and NVIDIA Constellation) are incomplete due to ongoing negotiations and lack of public disclosure.
- NVIDIA’s investments are heavily tied to Taiwan’s semiconductor ecosystem, particularly **TSMC**, and are supported by government subsidies, which reduce the company’s direct costs.[](https://www.taipeitimes.com/News/front/archives/2024/06/05/2003818883)[](https://www.digitimes.com/news/a20250519PD231/nvidia-jensen-huang-taipei-taiwan-2025.html)
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