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Opinion

The smart money quietly bets billions on Taiwan remaining at peace

AI titans and other foreign investors sink $25bn into Taiwan despite cross-strait tensions

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A Nvidia display at Computex in Taipei. Nvidia is developing an AI R&D center in Taiwan's capital that will employ 1,000 engineers.    © Reuters

Philip Hou is president of Peace for Taiwan, a U.S.-based nonprofit focused on Taiwan-related policy research. Erik Guyot is managing partner of Cross Pacific Partners, a Taipei-based firm providing consultancy services to institutional investors.

While armchair analysts warn about war between China and Taiwan, the smart money is quietly betting billions that Taiwan will remain at peace.

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