There are no bears in Taipei: what a research trip revealed about the AI infrastructure buildout

What happens when you spend two weeks meeting the companies building the AI revolution? CIO Nick Griffin and Investment Analyst Jean Huang share their biggest insights from Taiwan.

Invest in the Journey Podcast

There are no bears in Taipei: what a research trip revealed about the AI infrastructure buildout

July 1, 2026
What happens when you spend two weeks meeting the companies building the AI revolution? CIO Nick Griffin and Investment Analyst Jean Huang share their biggest insights from Taiwan.
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Disclaimer: This material has been prepared by Munro Partners, published on July 1, 2026. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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