Why Is the AI Boom Turning Into a Power, Packaging, and Balance Sheet War That Picks the Next Trillion-Dollar Winners?
Why Is the AI Boom Turning Into a Power, Packaging, and Balance Sheet War That Picks the Next Trillion-Dollar Winners?Q: Why is Meta’s “Meta Compute” reorg a financial markets story, not just an engin...
13 Jan 10min
Why Is Taiwan Becoming an AI Investment Magnet, Not Just the World’s Chip Factory?
Why Is Taiwan Becoming an AI Investment Magnet, Not Just the World’s Chip Factory?Inside Taiwan connects this week’s biggest AI supply chain signals, from Taipei’s new national AI push to server deman...
12 Jan 10min
The 2026 Physical AI Buildout: From Humanoid Robots to 2nm Chips to AI-Native Workflows
Inside Taiwan follows the moment AI became physical: humanoid robots heading for mass production, chip supply tightening, and AI assistants moving into workflows. We connect Google DeepMind plus Bosto...
9 Jan 9min
Why Is the AI Race in 2026 Shifting from Model Breakthroughs to Cost per Token and Power per Rack?
Why Is the AI Race in 2026 Shifting from Model Breakthroughs to Cost per Token and Power per Rack?Inside Taiwan tracks how AI moved from software hype to physical unit economics. Nvidia framed the nex...
8 Jan 9min
Why Is CES 2026 Proving the AI Chip War Will Be Won by Power and Supply Chains?
Why Is CES 2026 Proving the AI Chip War Will Be Won by Power and Supply Chains?Inside Taiwan recaps CES and the AI hardware arms race. Nvidia says its Vera Rubin platform is in full production, built ...
7 Jan 9min
Why Is the AI Gold Rush Turning Into a Power and Supply Chain Growth Engine in 2026?
Why Is the AI Gold Rush Turning Into a Power and Supply Chain Growth Engine in 2026?In today's episode Inside Taiwan explains why AI is shifting from software hype to physical expansion. Samsung targe...
6 Jan 8min
Inside Taiwan 2025: The Year That Changed the Physical Economy and What Comes Next in 2026
Inside Taiwan 2025: The Year That Changed the Physical Economy and What Comes Next in 2026In this New Year special, Inside Taiwan reviews how AI became a physical economy in 2025, shaped by chips, ene...
2 Jan 12min
Why Is Capital, Not Chips Alone, Deciding the AI Race in 2026?
Why Is Capital, Not Chips Alone, Deciding the AI Race in 2026?Inside Taiwan explains why the AI race is entering a capital-driven phase. Taiwan’s record equity rally, TSMC’s 2-nanometer production, a ...
1 Jan 9min
