By Nauman Khan
Publication Date: 2025-12-12 14:08:00
This article first appeared on GuruFocus.
Taiwan President Lai Ching-te on Friday inaugurated a new cloud computing center in Tainan, aiming to strengthen the country’s AI and high-performance computing capabilities.
The hub houses the 15-megawatt Nano 4 supercomputer, Taiwan’s largest, equipped with 1,760 of Nvidia (NASDAQ:NVDA) H200 chips and 144 Blackwell chips. Officials say the facility will support research in AI, telecommunications, cloud services, and digital content.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) continues to supply key components for the project. TSMC is the island’s largest contract chipmaker and a major partner for Nvidia, underscoring Taiwan’s role in the global semiconductor supply chain.
The government hopes the Tainan center will become a focal point for innovation, attracting tech firms and researchers. Analysts suggest that facilities like Nano 4 may boost Taiwan’s competitiveness in AI hardware development, though market adoption will depend on broader industry demand.
Based on the one year price targets offered by 57 analysts, the average target price for NVIDIA Corp is $250.56 with a high estimate of $432.78 and a low estimate of $138.00. The average target implies a upside of +38.49% from the current price of $180.93.
Based on the consensus recommendation from 66 brokerage firms, NVIDIA Corp’s (
