The Taiwan stock exchange just lived through a week of extremes. A record single-day plunge, followed almost immediately by the largest one-day point gain in its history. And in that very same week, two of the island's most respected economic research institutes raised their growth forecasts for this year above ten percent. Record fear and record optimism, sitting side by side, in the same five trading days.

So today, the show follows the money behind those forecasts. Who's actually paying for Taiwan's AI boom? Where does that money come from, and how long can it keep coming? And the answer ends somewhere you might not expect — at the power meter. Because the deeper you dig into the AI economy, the less it looks like a technology story, and the more it looks like something else entirely, wearing a technology costume.