Nvidia (NVDA, Financial) is teaming up with Foxconn (FXCOF, Financial) and Taiwan's government on a new AI supercomputer project, according to a Monday report.
The initiative, dubbed an “AI factory,” will deploy 10,000 of Nvidia's latest Blackwell GPUs to accelerate machine-learning research and chip development at TSMC (TSM), which plans to use the system to fast-track its own designs.
Taiwan's National Science and Technology Council will offer access to universities and enterprises, aiming to boost local AI capabilities and support startups.
Beyond the data-centre scale build, Nvidia and Foxconn will launch high-performance desktop systems, DGX Spark and DGX Station models, allowing developers to train and test AI models without relying on cloud services.
This move follows Nvidia's multi-billion-dollar “sovereign AI” deal in Saudi Arabia and underscores its strategy to partner directly with governments and hardware vendors.
Analysts say the alliance could reshape the supercomputer market by decentralizing AI infrastructure and fostering regional technology hubs.
Is NVDA a Buy Now?
Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $163.81 with a high estimate of $235.92 and a low estimate of $100.00. The average target implies a upside of +22.14% from the current price of $134.12.
Based on GuruFocus estimates, the estimated GF Value for NVIDIA Corp in one year is $265.41, suggesting a upside of +97.90% from the current price of $134.12.
