In a recent 110-minute discussion on the BG2 Pod podcast, Nvidia Corporation CEO Jensen Huang addressed critical developments in artificial intelligence (AI) and the future of computing. Huang provided insights into the dramatic surge in AI inference demands, Nvidia’s investment in OpenAI, and the company’s broader competitive strategy.

Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC’s third quarter 2025 revenue in USD is expected to surpass its financial forecast. Based on a full-year US$ revenue growth estimate of 30%, fourth quarter 2025 revenue is projected to decline by around 10%.

Steven Ho, founder and chairman of 91App, outlined the development of e-commerce in Taiwan over the past 30 years, emphasizing the shift from consumer-to-consumer (C2C) to business-to-consumer (B2C), and currently direct-to-consumer (D2C) models. Speaking at a recent Taiwan Venture Capital Association (TVCA) forum, he noted that Taiwan’s e-commerce penetration rate remains at 13.5%, with over 80% of sales still occurring through physical retail channels, highlighting considerable growth potential for online retail.

The future of global defense is on display in Taipei, centered on unmanned systems and artificial intelligence. At the Taipei Aerospace and Defense Technology Exhibition, Taiwan’s leading defense research institute unveiled a powerful joint arsenal created with top US defense startups. Their goal is to build a large, domestically produced deterrent fleet.