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Microsoft to double Taiwan data centers as AI demand outpaces supply

· Source: taiwannews.com.tw

In short

Microsoft Taiwan is expanding its data centers from two to four to meet the growing demand for AI computing capacity, which is expected to exceed supply for the next two to three years. The expansion addresses shortages beyond GPUs and CPUs, including electricity and space, benefiting Taiwan's AI server and computing supply chain.

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In the issue of week 39, 2026: AI Moves Into Supply Chain Operations as Evidence, Data and Trust Shape Adoption

Tags: data centers, AI demand, computing, Taiwan, Microsoft, supply chain

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