China is drafting a ~$295bn five-year plan to build a national AI data-centre network run on 80% homegrown tech, squeezing out Nvidia and AMD.

Nvidia's $150B annual Taiwan investment and AMD's $10B commitment reinforce TSMC's dominance in AI chips, strengthening the island's silicon shield.

China is drafting a ~$295bn five-year plan to build a national AI data-centre network run on 80% homegrown tech, squeezing out Nvidia and AMD.