Page 94 - the taiwan banker (2024.10.178)

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ʊમ͜ʕ̯าंӻ୕dν؈ਗ਼༟ࣘʕː ࢝dіԐə̋੗஬࿆ٙᗫءdШ̋੗
ண׵ܔጘيڝڐdఱ఻˷̙˸ҁΌл͜ᄻ ஬࿆Νᅵɰ݊ၑɢცӋʔᓙᓒᄣٙપ
ᆠfϤ̮dуԴତྼʕٙପᆠঐ๕ࣖଟʊ ˓fᄏ዗ɽኪПࠇdΌଢ̋੗஬࿆ܱᘤ

຾100%dҢࡁᒔ̙݊˸л͜ɓԬႡ೻ɪٙ ऊঃٙཥɢdί2023ϋʊ຾޴຅׵ஃᚆ
ணࠇd༶͜ᒔӚϓމᄻᆠٙঐ๕d౤৷ݔ Ό਷ٙঃཥfνʦ̹ఙɪޟЇ̈ତəܱᘤ
Ԭ຾᏶ࣖूf ՟าՇ͜ዚdΎϣᗇ׼ཥ໘༶ၑପ͛ٙᄻ
уԴᆠঐʔٜ݊ટ͜׵՟าdɰঐ౤ ᆠdί̆˂ҁΌ̙˸͜Ը՟าf

৷ݔԬ͛ପࣖଟfಶቃዚʫٙ٤ं๝ܓ ɛʈ౽ᅆၾ̋੗஬࿆dே΢Іމə౤
̀඲৷Ցɓ֛೻ܓʑঐˏ೯ዷደdϾ̋ ৷ঐ๕၍ଣࣖଟdరҬอٙ೯ཥձৣཥ˙

๝வԬ٤ंהცٙঐඎdึ׼ᜑࠥЭ೯ όf˜Ы޶޶ԟԬ࿆ਸ਼ٙ௧͹ேί฀ྒk
ཥࣖଟfΪϤd೯ཥᅀ຾੬˸ᗳЧˏᏗ ˼ࡁேซʱ౳༶ၑdҪᘤዚٜટౢί຅ή
ಶቃᄣᏀ€Turbochargingٙ˙όdл ཥᅀཞኣf˼ࡁҬՑəഈࣩd˴ݴ༟ࣘʕ
͜ᄻᆠԸ౤৷ዚଡ଼ٙࣖଟfν؈༟ࣘʕ ːٙɛۍɓٜӚพᏑf™

ːЗ׵೯ཥᅀڝڐdఱঐਗ਼ᄻᆠ͜׵ၪ
ܵ๝ܓd౤৷೯ཥࣖଟf 全新供應鏈優勢
ڝ੭ɓ౤dɛʈ౽ᅆԨڢई൬ঐ๕

ٙਬɓϓΪfɽۨႧԊᅼۨٙᇻۉ೯ ৰə׼ᜑٙঐ๕ԶഗၾცӋʘ̮dঐ

been receiving less attention since the boom in behind the meter, they get it. The normal data center
LLMs, but it is likewise a value-added application people do not.”
of computational cycles at scale. The University of
A new supply chain advantage
Cambridge estimated that global cryptocurrency
mining already consumed as much electricity as The sources of supply and demand for heat are
the entire nation of the Netherlands in 2023. It has both clear, but one problem remains: transporting it
become possible to buy currency mining space between the two. Liquid carriers heat much more

heaters, demonstrating that energy for computation effectively than air, but an entirely new liquid-cooled
is entirely duplicated with the energy for winter “data center 2.0” architecture will be required,
heating. potentially stranding existing data center assets.

Just as for AI, energy management also become Taiwan is in a good position to capitalize on the
a point of competition in the blockchain space, new technological requirements. Brown mentioned
spurring new power generation and distribution Delta Electronics, Formosa Heavy Industries, Chung-

arrangements. “The blockchain people, what do they Hsin Electric & Machinery (CHEM), and Kaori as
want to do? They want to co-locate. Co-location, excellent Taiwanese manufacturers in this field. “I

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