Taiwan Mobile: AI Computing Strategy Enters Harvest Phase, Revenue Up 87% YoY
Taiwan Mobile announced that its AI Data Center (AIDC) built with GMI Cloud has sold out during pre-sales. AI and cloud-related revenue grew 471% YoY in Q1 2026, with AIDC and computing services up 87%, signaling a successful harvest phase for its AI strategy. The company operates a TAIDC facility in Taoyuan featuring NVIDIA's latest platforms to support enterprise AI adoption.
📋 Article Processing Timeline
- 📰 Published: June 2, 2026 at 20:49
- 🔍 Collected: June 2, 2026 at 21:02 (13 min after Published)
- 🤖 AI Analyzed: June 2, 2026 at 21:04 (1 min after Collected)
(CNA, Taipei, June 2) Taiwan Mobile, in partnership with GMI Cloud, has built an AI Data Center (AIDC) that sold out 100% during the pre-sale phase. Taiwan Mobile stated that its AI layout has entered the "harvest phase," with AI and cloud-related revenue growing 471% year-on-year in the first quarter of 2026, and AIDC and computing service revenue increasing by 87%.
With global demand for AI computing power rising rapidly, Taiwan Mobile participated in COMPUTEX Taipei today with strategic partner GMI Cloud, showcasing its AIDC, the latest generation NVIDIA GB300 NVL72 platform, and NVIDIA Vera Rubin superchips.
Taiwan Mobile has built a TAIDC facility in Guishan, Taoyuan, with a total power capacity of 25MW. The 100% sell-out during pre-sales reflects the surging demand from enterprises for high-end GPUs and AIDC.
Chu Hsiao-hsing, Chief Business Officer of Taiwan Mobile's Enterprise Business, pointed out that as generative AI rapidly enters enterprise operations, the core pain point for companies is no longer just choosing an AI model, but whether they can access the top-tier infrastructure required to support large-scale model training and inference. Taiwan Mobile's AI layout has entered the "harvest phase," with significant growth in revenue.
Chu noted that Taiwan Mobile provides efficient computing resources to enterprises and government agencies through AIDC and GPU-as-a-Service (GPUaaS), lowering the capital expenditure and entry barriers for building private data centers. At the same time, by leveraging its telecom foundation, the company has pioneered a "computing power and dedicated line package" service, integrating GPU power, high-bandwidth network lines, and telecom-grade security to ensure data localization and compliance.
Alex Yeh, co-founder and CEO of GMI Cloud, stated that AI development is moving from model competition to the era of large-scale "AI Factory" deployment. Scalable AI infrastructure will become the core engine for enterprises and nations to drive AI innovation. Working with Taiwan Mobile, they hope to build world-class infrastructure platforms to support enterprise AI, sovereign AI, and next-generation services.
Since announcing its AI Factory partnership with GMI Cloud last year, Taiwan Mobile has built the first TAIDC facility in Taiwan designed specifically for new-generation AI platforms in Guishan, Taoyuan, featuring approximately 7,000 NVIDIA GB300 NVL72 units in a high-density architecture. To meet the needs of enterprises of different scales, Taiwan Mobile's AI computing services cover mainstream H100, H200, and GB200 chips, with plans to launch the B300 and the top-spec NVIDIA GB300 NVL72 superchips mid-year.
With global demand for AI computing power rising rapidly, Taiwan Mobile participated in COMPUTEX Taipei today with strategic partner GMI Cloud, showcasing its AIDC, the latest generation NVIDIA GB300 NVL72 platform, and NVIDIA Vera Rubin superchips.
Taiwan Mobile has built a TAIDC facility in Guishan, Taoyuan, with a total power capacity of 25MW. The 100% sell-out during pre-sales reflects the surging demand from enterprises for high-end GPUs and AIDC.
Chu Hsiao-hsing, Chief Business Officer of Taiwan Mobile's Enterprise Business, pointed out that as generative AI rapidly enters enterprise operations, the core pain point for companies is no longer just choosing an AI model, but whether they can access the top-tier infrastructure required to support large-scale model training and inference. Taiwan Mobile's AI layout has entered the "harvest phase," with significant growth in revenue.
Chu noted that Taiwan Mobile provides efficient computing resources to enterprises and government agencies through AIDC and GPU-as-a-Service (GPUaaS), lowering the capital expenditure and entry barriers for building private data centers. At the same time, by leveraging its telecom foundation, the company has pioneered a "computing power and dedicated line package" service, integrating GPU power, high-bandwidth network lines, and telecom-grade security to ensure data localization and compliance.
Alex Yeh, co-founder and CEO of GMI Cloud, stated that AI development is moving from model competition to the era of large-scale "AI Factory" deployment. Scalable AI infrastructure will become the core engine for enterprises and nations to drive AI innovation. Working with Taiwan Mobile, they hope to build world-class infrastructure platforms to support enterprise AI, sovereign AI, and next-generation services.
Since announcing its AI Factory partnership with GMI Cloud last year, Taiwan Mobile has built the first TAIDC facility in Taiwan designed specifically for new-generation AI platforms in Guishan, Taoyuan, featuring approximately 7,000 NVIDIA GB300 NVL72 units in a high-density architecture. To meet the needs of enterprises of different scales, Taiwan Mobile's AI computing services cover mainstream H100, H200, and GB200 chips, with plans to launch the B300 and the top-spec NVIDIA GB300 NVL72 superchips mid-year.
FAQ
What is Taiwan Mobile?
It is a major telecommunications carrier in Taiwan.