【精選】寶傑痛批「空有護國神山卻電力落後」？！政客扭曲能源問題→意識形態...台灣恐丟失AI主權！？【寶傑怎麼說】

00:00 Jensen Huang's Concerns: The Truth About AI Sovereignty and Taiwan's Energy Crisis NVIDIA CEO Jensen Huang directly stated that Taiwan must establish its own data center to ensure "AI sovereignty," and that the nation's most important secrets must not be stored in someone else's cloud. However, facing a flood of orders and the future trend of comprehensive smart manufacturing, he expressed deep concern about Taiwan's outdated energy policy. The industry is even more worried that if the power shortage problem is not resolved, manufacturing plants may be forced to relocate to find solutions elsewhere. 🌍 🌎 🌏 09:52 Breaking Free from the OEM Destiny: Strategic Opportunities for Global Giants to Invest Heavily in Taiwan Taiwan is ushering in a once-in-a-lifetime historical turning point, officially transforming from a simple hardware OEM into an indispensable "solution center" for the global AI supply chain. By attracting top international manufacturers such as Corning, Zeiss, and ASML to deepen investment and technological cooperation in Taiwan, Taiwan is expected to make up for its shortcomings in the fields of optical and chemical materials, further nurturing more high-value, internationally competitive companies. 22:05 Refusing to Be Just a Productivity Hub: Accelerating the National Challenge of AI Applications Despite Taiwan's strong hardware manufacturing capabilities, it lags behind in the development of application software and AI agents. Experts urge that Taiwan cannot remain merely an AI production base forever. The government should actively promote the digital transformation of high-value-added sectors such as healthcare and finance, transforming its strong technological strength into infrastructure to improve the quality of life for its citizens, allowing Taiwan to truly enjoy the abundant fruits of technological upgrading. 41:10 Facing the Red Supply Chain: Huang Renxun's Most Feared Rival and the Golden Decade Looking ahead to Taiwan's golden decade, Huang Renxun's most feared rival is not AMD or Google, but Huawei and the gradually rising red supply chain. Facing ever-evolving global competition, Taiwan must emulate the macro-level foresight of its predecessors, Li Guoding and Sun Yunxuan, stepping outside the OEM framework and promoting national-level system integration to solidify its irreplaceable key position in this global AI arms race. Tune in to 57 ETTV Financial News Channel every Monday to Friday at 21:00 for "Baojie's Military Commentary" Turn in to "What Baojie Says" exclusively on YouTube every Wednesday and Thursday at 6 PM 👉Remember to subscribe and turn on notifications🔔→   / @taiwanlbjnews   Join "Baojie's Military Commentary" as a member—not only do you support the show, but you also become a member of "Liu Baojie's Circle of Friends" 👉   / @taiwanlbjnews   20260603 #LiuBaojie #Baojie'sMilitaryCommentary #WhatBaojie Says