---
title: "Nvidia, utilities and chipmakers ramp up AI infrastructure bets"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288211556.md"
description: "Nvidia plans to invest up to $150 billion annually in Taiwan, strengthening ties with TSMC and Foxconn for AI chip production. Meanwhile, NextEra Energy is expanding renewable operations, including a Dominion Energy acquisition, to meet rising AI electricity demand. Additionally, Wolfe Research predicts a 30% CPU market expansion by 2028, while companies like Lam Research focus on AI infrastructure scalability."
datetime: "2026-06-01T04:11:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288211556.md)
  - [en](https://longbridge.com/en/news/288211556.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288211556.md)
generator: "portal-rs"
---

# Nvidia, utilities and chipmakers ramp up AI infrastructure bets

Nvidia's Taiwan bet: Nvidia will invest up to $150 billion annually in Taiwan, deepening ties with TSMC and Foxconn to secure AI chip and system production. Utility power push: NextEra Energy is expanding renewable and regulated operations, including a Dominion Energy acquisition, to meet AI-driven electricity demand. CPU and tools boom: Wolfe Research sees a 30% CPU market expansion by 2028, while Lam Research and serverless MCP frameworks target AI infrastructure scalability.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**