Inside Taiwan examines how the AI race is reshaping chips, geopolitics, energy, and corporate returns. From China’s pivot away from compliant GPUs to talent wars, energy deals, and uneven AI profitability, this episode explains why Taiwan remains central to the global AI supply chain.
Q: Why is China discouraging purchases of compliant AI chips?
A: China is prioritizing long-term self-sufficiency. Reports show approvals for compliant accelerators are being restricted while roughly $70 billion is redirected to domestic semiconductor development.
Q: What does this shift mean for global GPU suppliers?
A: It risks losing a market once estimated near $10 billion annually, accelerating the split between US-led and China-led AI hardware ecosystems.
Q: Why are energy companies signing decades-long AI power deals?
A: AI data centers need guaranteed, massive electricity supply. Long-term renewable contracts provide price stability for operators and secure returns for energy producers.
Q: Are companies already making money from AI?
A: Not widely. Surveys indicate only 15 percent see margin improvement, and just 5 percent report significant value today, highlighting the gap between hype and execution.
Listen to the full episode of Inside Taiwan to understand the forces reshaping the world’s most valuable supply chain.