TSMC Evaluates Texas Terafab Amid Record AI Chip Profits
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https://nile1.com/tsmc-evaluates-texas-terafab-amid-record-ai-chip-profits/
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#apple #arizona #artificialIntelligence #c.c.Wei #capitalExpenditure #chipManufacturing #elonMusk #foundry #nvidia #semiconductor

AI Capex to Peak in 2027 as Hyperscalers Hit Cash Flow Limits
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https://nile1.com/ai-capex-to-peak-in-2027-as-hyperscalers-hit-cash-flow-limits/
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#aiCapex #alphabet #amazon #apple #capitalExpenditure #crowdstrike #danIves #hyperscalers #meta #microsoft #nvidia #ohs

#SwissRe’s #JérômeHaegeli states that the »#physicaleconomy is back« due to a surge in #datacentre #investment, driving a global #capitalexpenditure #supercycle. This boom, spanning data centres, energy systems, and other infrastructure, presents a significant insurance opportunity, potentially…