As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy supply and cooling capacity.
As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the most sought-after sectors. Sensing the momentum of this technological shift, Abico Asia Capital has already repositioned its portfolio and will make AI, robotics, and semiconductors its core investment pillars for 2026. The firm also emphasized its commitment to identifying Taiwan's "hidden champions" and helping them upgrade and globalize their supply chains.
Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information revealed that Meta is in talks to begin using Google TPUs in its data centers in 2027 under a potential multibillion-dollar agreement.
In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply chains. Most remain in the sampling or small-batch shipment stage, but industry analysts say their products are often highly interchangeable. As a result, turning this cross-sector move into a meaningful revenue surge remains challenging.
