TSMC August revenue surges 53% to record on AI chip demand
#TSMC #TSM $TSM #BestAIStocks #TopAIStocks #TopChipStocks #TopChipShares #AIinvestment #Investing #AIinfrastructure #InvestinAI
@sharesify.bsky.social
@sharesify.bsky.socialTSMC August revenue surges 53% to record on AI chip demand
#TSMC #TSM $TSM #BestAIStocks #TopAIStocks #TopChipStocks #TopChipShares #AIinvestment #Investing #AIinfrastructure #InvestinAI
@computeforecast.bsky.socialAI infrastructure is becoming a policy battle: Who pays for the power, grid, water, and community impact behind data centers? Virginia may be an early warning of what’s next.
@newsmason.bsky.social#trends today for 'people problem' 'ai infrastructure' & 'disney animation'
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@richiewhites.bsky.socialWhy did Fortum jump more than 15%?
Shares surged after the Finnish energy group secured a long-term power deal with Google tied to its expanding AI infrastructure.
#Fortum #Google #AIInfrastructure #EnergyStocks #DataCenters #EuropeanStocks #MarketNews
@the-14.com
@vktrnow.bsky.socialCerebras Debuts CS-4, Claims 30x GPU Speed: Cerebras' new CS-4 promises 30x faster AI inference than GPUs, with a rack-scale design built for frontier models and AI agents.
Continue reading... #aimarket #aiinfrastructure
@chiiefevents.bsky.socialAnd that’s a wrap on SUSE Exchange Johannesburg 2026.
From the opening keynote through to our sessions on #AIInfrastructure, cloud-native workloads, and #DigitalSovereignty, the discussions stayed sharp right through to the final Q&A.
@stechtimes.comThe Japanese carrier worked with Mitsubishi Heavy Industries and NEC Networks & System Integration Corporation on immersion cooling tests at KDDI’s Oyama Network Center. #AIInfrastructure
@easterneye.bsky.socialAI datacentres are booming in Britain, but where are the thousands of jobs they were supposed to create?
#AI #DataCentres #UK #Jobs #Technology #AIInfrastructure #Economy
@stechtimes.comThe facility can expand from the current 1,000 cabinets to 3,550 cabinets when fully built out. Equinix has opened the first phase of HK6, an AI-ready data center in Hong Kong that connects directly to the Hong Kong-Shenzhen Innovation and Technology Park. #AIInfrastructure
@computeforecast.bsky.socialAsia’s $772B data center opportunity is becoming a race to turn capital into powered, connected and revenue-generating compute—not just capacity on paper.
@stechtimes.comNVIDIA says chips and networking hardware in the system move heat into a closed liquid loop, removing the need for fans inside the platform. NVIDIA says the DSX reference design for AI factories has zero water consumption under a dry-cooler-based closed loop. #AIInfrastructure
@stechtimes.comThe AI data center race is pulling megacap technology companies closer to the bond market, as infrastructure spending turns cloud and AI leaders into more capital-intensive businesses. #AIInfrastructure
@computeforecast.bsky.socialA GPU cluster can stay online while critical infrastructure changes underneath it, so is uptime really enough for AI infrastructure?
www.computeforecast.com/blogs/neoclo...
#AIInfrastructure #NeoCloud #AICompute #DataCenters #ComputeForecast
@stechtimes.comGoogle Cloud is urging Europe to keep digital-sovereignty rules open to trusted global partners as the European Commission works on the Tech Sovereignty Package and Cloud and AI Development Act. #AIInfrastructure
@pulseofnations.lolQualcomm shares rose 3.2% after its CFO called the Amazon custom-chip partnership central to a $15 billion data-center revenue target for fiscal 2029.
#AIInfrastructure #Amazon #CustomChips #DataCenters #Qualcomm
@stechtimes.comThe arrangement is meant to let WEAVE AI run inside a controlled local environment rather than depend on a generic offshore stack. The agreement was announced at Make it in the Emirates at ADNEC Centre in Abu Dhabi, which runs until 7 May 2026. #AIInfrastructure
@stechtimes.comPLDT is trying to move part of its Philippine data center estate into the public market, filing a plan for Vitro Inc. to become a Real Estate Investment Trust tied to digital infrastructure. #AIInfrastructure
@stechtimes.comThe arrangement puts @microsoft.com’s AI and cloud expansion directly into the energy-for-compute debate.
Microsoft is planning a 2GW data center campus in Pecos, Texas, with Chevron supplying up to 2.67GW of behind-the-meter power under a 20-year PPA.
#AIInfrastructure
@newsmason.bsky.social#trends today for 'baker mayfield' 'ai infrastructure' & 'high court'
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