Apple is rumored to be building a dedicated AI datacenter in Taiwan, joining Google, Amazon, and Microsoft.

Apple is reportedly gearing up to establish a new data center in Taiwan, with negotiations underway with third-party manufacturers. The move would position Apple alongside US technology giants Amazon, Google, Microsoft, and NVIDIA, all of which maintain Taiwan-based datacenters following what industry observers describe as a "new wave of AI server purchasing momentum" and a concurrent rush to purchase "green electricity."

The industry views Foxconn as the primary beneficiary of Apple's Taiwan expansion. As a contract manufacturer that produces the iPhone and other products for Apple, Foxconn has become the world's largest AI server foundry. According to UDN, Foxconn will benefit "the most" from Apple's new datacenter as the "best ally and landlord." Other manufacturers including Quanta, Wistron, and Inventec are "also expected to enjoy good fortune" from the development.

NVIDIA is also expanding its footprint in Taiwan, building another R&D facility and reportedly taking the initiative to reach out to Taiwanese electricity companies Yunbao Energy and Hongde Energy to purchase "green electricity." The influx of major tech companies into the region, particularly with Apple's datacenter setup, will "trigger greater demand for 'green electricity,'" according to reports.

The economic implications of this trend are substantial. UDN notes that the economic benefits derived from buying AI servers and "green electricity" from a single manufacturer, combined with the construction of peripheral hardware, are worth hundreds of billions of dollars.