The U.S. Leads the AI Wave, but Taiwan’s “Shovel Sellers” Are Prospering Too
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Collected in Robin Shen’s Field Notes · Content type and attribution are shown above
English translation of the Chinese post originally published 2026-03-17. Translated 2026-10-31 with AI assistance. Historical figures and claims have not been updated or independently verified. 中文原文
Reading guide
Setting aside Taiwan’s AI competitiveness ranking, Robin points to trillion-scale AI infrastructure and space-based computing-center plans that have left Taiwanese suppliers extremely busy, while Taiwan’s stock market keeps reaching new highs. In his view, the United States leads the AI wave, but Taiwanese companies selling the equivalent of shovels, carts, funnels, and jeans on the sidelines are prospering too. The post includes a news link to the full text of Jensen Huang’s GTC speech. Robin’s comment is a personal observation, not a statistical finding.
Key points
- AI infrastructure investments are enormous, keeping Taiwanese suppliers fully occupied.
- The United States leads the AI wave.
- Taiwanese suppliers, like sellers of shovels and carts on the sidelines, are earning substantial profits.
- Personal observation as of March 2026.
Full text — English translation
These articles are personal notes, book excerpts, and collected reprints. Figures and events reflect the time of the original publication, are not current information, and do not constitute investment advice.
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