Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris Chang. Speaking publicly, Huang confirmed he had met with Chang, describing the semiconductor pioneer's health as "very good," and added that he would be leaving Taiwan later that day.
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.
Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and performing at or above the level of OpenAI's ChatGPT—has become a catalyst for a broader strategic push. According to overseas reports, Google is now using its newest advances in AI models to pitch major clients, including Meta, on deploying TPU-based systems inside Google-operated data centers.
