Nvidia will invest $150 billion a year in Taiwan and build a new local headquarters, CEO Jensen Huang said, helping lift Taiwan\'s Taiex index to a record close. The company plans to start construction later this year on a new office complex in northern Taipei, set to open in 2030 and accommodate 4,000 staff. The move underlines Taiwan\'s central role in Nvidia\'s AI supply chain even as it expands U.S. production.

Global investors are moving money out of India and into Asian markets seen as major beneficiaries of artificial intelligence infrastructure, raising the risk that India’s stock market could fall out of the world’s five largest for the first time in 3 years. India’s weight in the MSCI Emerging Markets index has declined and foreign investors have recorded net outflows in 2026. Taiwan and South Korea have attracted inflows, while Indian IT services stocks have come under pressure.