Jensen Huang's Cross-Continental Week: A $150 Billion Taiwan Pledge, a Microsoft CPU Collaboration, and a Stock That Barely Budged

Nvidia’s share price drifted lower in Frankfurt on Friday, closing at €181.40, a 1.4% decline from the prior day, even as the company unfurled a string of strategic announcements that would normally send a stock higher. The S&P 500 managed a 0.2% gain, yet the AI chipmaker’s equity shed 2.19% on the week. The disconnect highlights a market that wants concrete numbers, not just ambition.

The most eye-catching number came from CEO Jensen Huang himself: Nvidia will boost its annual spending in Taiwan to $150 billion. He made the pledge at Computex Taipei, simultaneously dismissing any threat from Huawei’s technological progress, insisting TSMC’s lead — especially in 3D packaging — remains unshaken. That commitment dovetails with an $80 billion share buyback program already in place, underscoring the company’s confidence in its own cash flows after revenue surged 85% to $81.6 billion in the latest quarter.

Yet it was a rumored product launch that generated the most buzz. According to a report from Axios, Nvidia and Microsoft are jointly developing the first Windows PCs powered by Nvidia chips as the primary processor. The devices, expected to include Microsoft’s Surface line and models from Dell, could be unveiled at the Computex show in Taiwan and Microsoft’s Build developer conference in San Francisco. The chip — reportedly an ARM-based design code-named N1 or N1X — would rely on TSMC’s 3-nanometer process and integrate a Blackwell graphics unit with up to 6,144 CUDA cores. That pits it directly against Apple’s M5 Pro and Qualcomm’s Snapdragon X2 Elite in the Windows segment. Reuters has not independently verified the report.

The move would represent a direct challenge to Intel and AMD, the traditional suppliers of PC processors, and to Qualcomm, which already produces ARM-based CPUs for Windows laptops. For investors, the strategic pivot is as significant as the hardware. Microsoft is also expected to introduce software that makes it easier for AI agents to operate directly on Windows machines, shifting workloads from the cloud to edge devices. Nvidia has already reorganised its reporting segments around two platforms: data centre and edge computing. The latter covers PCs, gaming consoles, workstations, robotics and automotive — turning a Windows CPU push from a side project into a measurable part of the core strategy.

Should investors sell immediately? Or is it worth buying Nvidia?

Huang’s week was not limited to Taiwan. On 28 May he joined the advisory board of the School of Economics and Management at Beijing’s Tsinghua University, a body chaired by Apple CEO Tim Cook and including Elon Musk and Satya Nadella. The timing is delicate: Washington maintains strict export controls on Nvidia’s most powerful AI chips, and Huang recently accompanied President Trump on a trip to China. Analysts view the board seat as an attempt to preserve academic and diplomatic channels in China despite trade restrictions.

Back in the US, a routine insider sale added a minor data point. Director John Dabiri sold 625 shares on 27 May at $214 each, netting roughly $133,750. The sale, executed under a trading plan established in December 2025, left him with 14,163 shares directly held. It had no material impact on sentiment.

Technically, the stock is dancing around key levels. The relative strength index sits at 36.4, indicating a mildly oversold condition. The price is 6.1% above its 50-day moving average but 9.8% below the 52-week high of €201.05 set in mid-May. On the upside, near-term resistance is around $215, with support at $200. Despite the weekly dip, the stock has gained nearly 49% year to date and trades roughly 13% above its 200-day average — the longer-term trend remains intact.

Nvidia at a turning point? This analysis reveals what investors need to know now.

Huang is expected to unveil new hardware platforms — including “Vera Rubin” and “Grace Blackwell” — during his Computex keynote on 1 June. For now, the market is waiting for official confirmation of the Windows CPU plan, along with product details, pricing and partner commitments. The rumours alone have already broadened Nvidia’s addressable market beyond pure AI data centres into local inference and AI PCs. If the company can convert its data-centre credibility into a laptop win, the third growth pillar Jensen Huang has been building — edge computing — could finally take shape.

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