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Wu Cheng-wen: Jensen Huang Controversy Does Not Change Confidence in AI Demand

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National Science and Technology Council Minister Wu Cheng-wen said the Jensen Huang controversy will not affect humanity's demand for AI, sharp stock market volatility is a short-term phenomenon with confidence unchanged, next year's budget continues funding to strengthen sovereign AI computing power and ecosystem, strict U.S. controls have limited impact on Taiwan, and AI will be introduced across industries

Controversy Does Not Affect AI Demand

National Science and Technology Council Minister Wu Cheng-wen today attended the "Building Taiwan's AI Innovation Ecosystem" results presentation, and responded after the meeting to NVIDIA CEO Jensen Huang being embroiled in an extramarital affair and national security questions, and the U.S. considering tighter chip export controls after the midterm elections. He said he personally does not know the details of the related incidents, but judging from current industry development, he does not believe it will affect human society's demand for AI, and technology companies around the world all see the continued development trend of AI, with AI still in the early stage of application.

Stock Volatility Is a Short-Term Phenomenon

In response to recent sharp stock market fluctuations, Wu Cheng-wen stressed it is only a short-term phenomenon, and the government's confidence in AI industry development has not changed. Next year's general government budget has already earmarked funding to continue promoting Taiwan's sovereign AI development, not only for use by the technology industry, but further introducing AI into all industries to assist industrial transformation and upgrading, especially with huge demand remaining in smart manufacturing, and related model and investment plans will not stop because of this.

Continued Investment in Sovereign AI Computing Power

Wu Cheng-wen pointed out that AI development requires a large amount of computing power, and government-invested computing power is mainly built and operated by the National High-Performance Computing Center. In the past the government promoted the TAIDE sovereign AI model, this year it is further developing new models, continuously improving model capabilities through local-language corpora, and will release them for industry use in the future, driving the supply chain through the technology industry to gradually build Taiwan's AI ecosystem, and will continue to strengthen investment in sovereign AI computing power in the future.

Strict U.S. Controls Have Limited Impact

Wu Cheng-wen said global dependence on Taiwan's semiconductors and AI computing equipment is quite high, and although there are many international trade control regulations, Taiwan will abide by international order and cooperate with the United States. U.S. companies are important customers of Taiwan, and business is not limited to the Taiwan market; as long as relevant control regulations are not violated, related business has not been affected so far. Regardless of whether Republicans or Democrats are in power in the United States, cooperation with Taiwan remains consistent, and current Republican administration control measures are already quite strict without relaxation, so related policy changes have limited impact on Taiwan's industrial development.

FAQ

How does Wu Cheng-wen view the impact of the Jensen Huang controversy on AI demand?

Wu Cheng-wen said he does not know the details of the related incidents, but judging from the current industry situation, he does not believe it will affect human society's demand for AI, AI is still in the early stage of application, and global technology companies all see a continued development trend.

What specific investment plans does the government have for sovereign AI?

Government-invested computing power is built and operated by the National High-Performance Computing Center, the TAIDE sovereign AI model was promoted in the past, new models are being developed this year with capabilities improved through local-language corpora, to be released to industry in the future, and next year's general budget has already earmarked funding to continue promotion.

Will U.S. chip export controls hit Taiwan's industries?

Wu Cheng-wen pointed out that global dependence on Taiwan's semiconductors and AI computing equipment is high, Taiwan abides by international order and cooperates with the United States, business has not been affected as long as control regulations are not violated, and current U.S. controls are already quite strict, so policy changes have limited impact.