Google is growing its Taiwan operations sharply as AI demand strains its ability to build enough computing power, good news for Taiwanese chip and hardware suppliers.

• Google is expanding its Taiwan offices by 60%, home to its biggest hardware engineering hub outside the US.
• Taiwanese firms now help design Google's AI systems, not just build them, including racks, cooling and power gear.
• Demand for computing power is growing about tenfold a year, forcing Google to redesign whole data centers rather than tweak parts.
• Power, chips, memory, cooling and networking could each become the next bottleneck, with electricity the biggest worry for both Google and Taiwan.

Outlook: Expect deeper Google tie-ups with Taiwanese suppliers and more spending on power and cooling as AI capacity stays tight.