讀後心得

Chunghwa Telecom Chairman 简志诚 announced that the company will enter the AI application market, planning to establish its first AI Computing Center (AIDC) in Tainan and offer comprehensive AI services to small and medium-sized enterprises. At the Smart City Expo in Nangang, Chunghwa Telecom showcased several AI applications, including the use of AI technology to monitor traffic and environmental issues. 简志诚 stated that the AIDC will significantly upgrade the existing data center and integrate generative AI to accelerate the transformation into a technology company and seize AI business opportunities. He expressed great confidence in future developments and plans to expand into overseas markets in collaboration with partners like NVIDIA.

Jian Zhicheng showcased ChungHwa Telecom's advantages in AI applications, and will be establishing a computing center in Tainan. With the rapid growth of AI (artificial intelligence) applications, ChungHwa Telecom, with a market value exceeding a trillion, is set to enter the AI business opportunities. Our investigation reveals that ChungHwa Telecom is providing comprehensive AI services to meet the future needs of small and medium enterprises, planning to upgrade its data centers to AI computing centers (AIDC). The first data center is expected to be launched in the second quarter in Yongkang, Tainan, and will collaborate with the ChungHwa Telecom Research Institute to develop cross-disciplinary generative AI applications. Jian Zhicheng pointed out that this facility, known as the "Shaolin Temple of Technology," has a high value proposition, which competitors like Taiwan Mobile and FarEasTone cannot compare to.

At the Smart City Expo held in Nangang at the end of March, major businesses showcased their products, with many booths marked by AI applications. At ChungHwa Telecom's booth, Emperor Qianlong from the Qing Dynasty transformed into an AI tour guide, fully demonstrating the application of AI imaging technology, which can not only detect vehicles violating regulations but also collect garbage and noise on the streets. These are among the many application scenarios mentioned by the chairman as "AI for all, AI applications reshaping various industries."

Even before the Smart City Expo, ChungHwa Telecom had held a Technology Day, showcasing multiple management and customer service AI models and five major applications. With the rapid advancement of AI technology, as a leader in the industry, ChungHwa Telecom has decided to consolidate resources in line with the government's promoted "AI Smart Island" policy, strengthening the AI computing market from two directions. "On one hand, we will upgrade the IDC (data center) to AIDC, combining public cloud data storage and computing rental services, with the ChungHwa Telecom Research Institute investing in generative AI applications," Jian Zhicheng expressed his plan.

To meet the rapid demand for AI technology, ChungHwa Telecom actively expanded its computing capabilities last year and entered the competition for NVIDIA AI chips, recruiting hundreds of AI R&D talents. They initially chose to upgrade the IDCs in Taipei, Tainan, and Kaohsiung, with the first AIDC data center set to open in Yongkang, Tainan, in the second quarter. "We will provide AI business computing rentals, allowing ChungHwa Telecom to transition from a traditional telecom company to a technology company," Jian Zhicheng happily stated.

There is much curiosity from the public regarding the differences between IDC and AIDC, and how upgrading to AIDC can facilitate ChungHwa Telecom's transformation. In fact, the planned AIDC by ChungHwa Telecom is akin to a supercomputer, equipped with a large number of CPUs (Central Processing Units), GPUs (Graphics Processing Units), power supply, cooling systems, and high-speed networks, capable of effectively handling massive amounts of data and executing complex algorithms, becoming the core of AI computation. As the competition in the domestic AIDC market intensifies, Jian Zhicheng does not fear this situation, as the customers of ChungHwa Telecom's AIDC will primarily focus on small and medium enterprises, and will strengthen collaboration with AI leader NVIDIA—an opportunity not to be missed.

He is full of confidence regarding ChungHwa Telecom's AI application layout, stating, "The leader of the AI ecosystem technology is at the ChungHwa Telecom Research Institute. This year's Technology Day is just the beginning; in the future, we will work together with partners to explore overseas markets." Facing the business opportunities of AI, Jian Zhicheng spoke with great confidence.