讀後心得

Shih Chong-tang and Kuo Tai-chiang are teaming up to promote the development of AI computing power in Taiwan, making it the powerhouse of computing power in the country. Industry experts point out that the cost of AI computing power is exorbitant; for example, the price of the NVIDIA HGX H100 server can reach tens of millions, which only large enterprises can afford. CoreWeave has transformed from Ethereum mining to an AI computing company, receiving investments from NVIDIA and accelerating chip procurement. Chunghwa Telecom is actively investing in computing power centers, and as AI applications expand to various terminal devices, market demand is expected to surge rapidly. It is projected that by 2030, global spending on AI will skyrocket from $227 billion to $20 trillion, attracting more companies to join the competition. Acer founder Tai Chung-ho is collaborating with several companies to establish Taiwan's largest AI data center. Additionally, international cloud giants also intend to set up data centers in Taiwan, leading to more intense competition in the future.

Shih Chong-tang (right) is an important ally of Nvidia, assisting Guo Tai-qiang (left) in becoming a leader in computing power in the country. A person in the tech industry pointed out, "The cost of AI computing power is extremely high. For example, purchasing an Nvidia HGX H100 server requires an investment of tens of millions; it would be difficult for companies that are not large corporations to afford it." Taking CoreWeave as an example, a company that initially used Nvidia chips for Ethereum mining has transformed into an AI computing enterprise, receiving investment from Nvidia, as the long-term cooperation between the two has allowed the supply speed of AI chips to surpass that of CSPs (cloud service providers), with even Microsoft quickly signing contracts to secure chips. "Now, whoever can obtain AI chips will become the winner." This has triggered a new wave of momentum in building computing power centers.

"Chunghwa Telecom's investment in AIDC (AI Data Center) coincides with the emergence of the affordable large language model DeepSeek. Other competitors are also developing towards low cost and open source, which helps attract enterprises to invest in the AI field. As AI applications expand towards edge computing for devices such as robots, PCs, and mobile phones, it will assist companies in developing various chatbots," said market insiders.

In light of the continuing growth in global AI spending, IDC (International Data Corporation) Taiwan's general manager predicts that spending will grow from $227 billion this year to $20 trillion by 2030. "The demand for public cloud landing infrastructure, data center hosting services, enterprise-built private clouds, or edge data centers in Taiwan will rapidly increase." Due to the huge demand for AI computing power, not only have traditional telecom competitors like Far EasTone and Taiwan Mobile been attracted, but also large enterprise groups with more strength. Asus Chairman Shih Chong-tang is targeting AI opportunities, defeating competitors such as Quanta, Gigabyte, and Supermicro, and joining forces with Guo Tai-qiang to establish Taiwan's strongest supercomputing center.

Additionally, the 75-year-old Acer co-founder Tang Zhong-he also sees opportunities in AI computing power. He has collaborated with Wistron, Hon Hai, and Pegatron, and has brought in Silicon Valley startup Zettabyte to focus on developing AI software, while also rallying Taiwan's AI server manufacturers and data center operators, aiming to establish Taiwan's largest AI data center.

Moreover, international cloud giants are also interested in establishing IDC in Taiwan, with rumors that they might choose Taoyuan A-Top as their base. It is reported that the driving force behind this is an investment chairman who started in real estate; five years ago, he purchased land for over NT$20 billion, and recently invited Singapore's Keppel Group and two international data center operators to jointly advance towards the goal of "Taiwan's largest computing power base."