[An Article That Wasn’t on the Public Discussion List | CEO Yang]

Unexpectedly,

it was still traced out by following the clues.

This article

wasn’t exposed because someone deliberately wanted it to be,

but because the whole structure has grown so large that

it has begun to surface naturally.

This piece in The New Newsweekly isn’t lively to read.

It has no emotional tension and no hero narrative;

instead it is doing something calm —

lining up scattered clues one by one.

What it records

is not a single-point project,

but a long-term trajectory of positioning that is taking shape.

It is actually about something I am doing.

Because it lays out clearly a trend that is happening but that most people haven’t yet realized.

The AI competition has long been about more than models, applications and buzz.

There is only one real watershed:

who lands compute infrastructure first.

What this article records is not a short-term project,

but a long-term positioning logic spanning Taiwan × Japan × international capital:

• Why compute has to go international

• Why not every place is suitable for an AI compute center

• Why this is an industry that is “slow, but very hard to replace once established”

I share it with friends because it can help you understand the true underlying structure of the AI era.

I share it with investment partners because it represents my consistent choice:

👉 Not chasing short-term trends

👉 Not making surface-level noise

👉 Focusing on infrastructure that will still hold true ten years from now

If what you care about is not “the next hot theme”

but the core position of the next generation,

then this article is worth your time to read through.

📌 Compute, like electricity,

📌 is underestimated at first and eventually becomes the foundation of every industry.

The report is here 👇

https://new7.storm.mg/article/5447047

—

Chun-yu Yang | CEO Yang

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