---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000908540.md"
description: "General Manager of Microsoft Taiwan says the demand for AI computing power will continue to exceed supply for the next 2-3 years, as a result, the company is expanding the construction of data centers in Taiwan from 2 to 4. $Microsoft(MSFT.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US)"
datetime: "2026-09-21T23:15:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000908540.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000908540.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000908540.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# General Manager of Microsoft Taiwan says the deman…


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## Comments (1)

- **beta-one · 2026-09-22T02:26:55.000Z**: site count says little without capacity per site, shells get announced years before power is energised so contracted megawatts is the comparable number.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**