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Taiwan isn’t just building AI infrastructure, it’s powering the world’s AI factory buildout. 👏From fabs to factory floors, leaders like TSMC, Foxconn, QCT, Pegatron, and Wistron are using accelerated computing, digital twins, and AI agents to transform how AI systems are designed, built, and scaled. As NVIDIA Vera Rubin ramps into full production for agentic AI factories, Taiwan’s manufacturing leaders are showing how AI infrastructure becomes part of its own manufacturing engine.🔗 Read the #N
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france didn't even need an AI or semicon mission !! got Foxconn's FOWLP packaging unit & now softbank will flush all it's proceedings into the country !!! MistralAI has a clear route ahead & can become europe's answer to deepseek or openAI finally .....happy for them :(
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9:00
Today I started building positions in the companies I believe are collecting some of the biggest checks from the AI and tech boom.Orders placed:• 350 shares of $TSM• 5,555 shares of $HNHPF (Foxconn)Instead of asking which AI company will win, I asked a different question:Where does the money go after Apple, Google and Nvidia spend it?My estimates:Apple spend flow:• Foxconn ≈ $35B• TSMC ≈ $21B• Qualcomm ≈ $4B+• Broadcom ≈ $5BGoogle spend flow:• Nvidia ≈ $18B• Broadcom ≈ $13B• TSMC ≈ $8B• Arista ≈
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