Taiwan's GDP growth just hit an unbelievable 11.8% in Q1, driven by a historic AI hardware surge that has tech giants handing out up to 29 months of base pay in corporate bonuses. We're looking past the software monetization debate to unpack the massive real-world macroeconomic footprint of AI infrastructure.

In this episode, we cover:

• Inside the hardware boom driving double-digit GDP growth in Taiwan, $82,000 average bonuses at TSMC, and massive retail upgrades across Taipei and Seoul.
• How premium pricing on cutting-edge semiconductor exports is completely shielding manufacturing economies from global energy spikes.
• Breaking down the newly launched Kog Inference Engine (KIE) achieving 3,000 tokens/sec on AMD MI300X and 2,100 tokens/sec on Nvidia H200 without speculative decoding.
•  ...