Taiwan — Sovereign AI

Lai administration proposes TWD 31.1 billion ($1B) sovereign AI budget for 2026. Part of '10 new AI infrastructure initiatives' targeting silicon photonics, quantum computing, AI-enabled robotics. By 2040, Taiwan aims for TWD 1.5 trillion ($48B) AI output value, 500,000 AI jobs, top-5 global compute power. Taiwan firms form sovereign AI industry alliance (14 domestic firms including Foxconn/Visionbay).

Visionbay.ai (Foxconn's supercomputing/cloud-AI unit) launches Taiwan's first sovereign AI supercomputing center using Nvidia GB300 NVL72 platform. 27 MW capacity powered by ~10,000 Blackwell GB300 chips (144 GB300 platforms). First in Asia to deploy GB300. Business model: GPUaaS compute leasing + Nvidia-native software + cloud AI App Store.