Alphabet Ramps AI Investment as Taiwan Exports Jump 70% and Nvidia Plans NT$40B Project
Taiwan’s exports surged 70% in January, driving TSMC’s 37% revenue jump and spurring a 2026 GDP growth forecast upgrade to 7.71%. Nvidia’s NT$40 billion Taipei investment and 50-year lease for a new headquarters will expand AI infrastructure capacity for cloud giants such as Alphabet.
1. Taiwan’s AI-Driven Export Surge
January exports jumped 70% year-over-year, the fastest pace in 16 years, fueled by global demand for AI-related hardware. TSMC led the surge with a 37% revenue increase, prompting authorities to lift the 2026 GDP growth forecast to 7.71%, suggesting stronger regional economic momentum.
2. Nvidia’s Taipei Headquarters Investment
Nvidia secured a 50-year lease at Beitou-Shilin Technology Park with NT$12.2 billion in royalties, planning over NT$40 billion in capital spending and creating 10,000 jobs. The project will house a new corporate office and anchor a broader AI-focused business park, enhancing capacity for companies like Alphabet.
3. Cherryrock Capital’s Focus on Underinvested Founders
Stacy Brown-Philpot, former Google executive and TaskRabbit CEO, founded Cherryrock Capital in early 2025 to back overlooked Series A and B startups. With institutional backers including major banks, the fund has deployed capital into five companies and targets 12 to 15 investments, emphasizing measured deal pacing.