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Former Intel CEO Pat Gelsinger is bringing Silicon Valley’s AI ambitions to Taiwan. Leading a delegation of six AI startups, Gelsinger says Taiwan is playing a central role in what could be a two-decade-long technology supercycle. With AI demand surging worldwide, companies are looking to Taiwan to strengthen partnerships and tackle critical challenges, from computing efficiency to power supply.

Former Intel CEO Pat Gelsinger is in Taiwan. As a general partner at Silicon Valley venture capital firm Playground Global, he’s come with representatives from six AI startups hoping to connect with the local tech ecosystem.

Pat Gelsinger
Playground Global General Partner
We thought it was extraordinarily fast last year, but we’ve seen it accelerate. 90% of the world’s AI comes through Taiwan. We think we’re in maybe a two-decade-long super cycle. We’re… clearly we’ll have some ups and downs. We’re in maybe the greatest technological, economic build-out in human history, and Taiwan plays a central role.

Ayar Labs, a silicon photonics startup backed by NVIDIA and AMD, has announced plans to establish a presence in Taiwan. The company has opened a new office in Hsinchu to strengthen collaboration with MediaTek, TSMC and Wiwynn.

Mark Wade
Ayar Labs CEO
We’ve deeply with our manufacturing partners, our ecosystem partners, here throughout Taiwan.

Though AI demand continues to surge, Gelsinger noted that resources remain limited. He said improving efficiency will require a complete overhaul of the system, supported by industry players working on power, memory, co-packaging and silicon photonics.

Pat Gelsinger
Playground Global General Partner
Now we see more aggressive build out of the world’s energy supply. In the digital AI world energy capacity equals economic capacity. But every industry that wants to participate in digital AI needs more energy. Across the world we need more energy capacity.

Gelsinger is set to co-host a dinner with Hon Hai Chair Young Liu to strengthen exchanges between Silicon Valley companies and Taiwan’s tech industry and snap up opportunities in the booming AI market.

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