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16.07.26 - 13:09
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UBS: TSMC′s ′Surprise CapEx Hike′ Reinforces Confidence In AI Supply Chain (ZeroHedge)
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UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain
TSMC, or Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, raised its 2026 spending and revenue outlook on Thursday morning, a move UBS analysts said "boosts confidence in the AI supply chain."
TSMC manufactures chips designed by companies such as Nvidia, Apple, AMD, Qualcomm and Broadcom. It is a major supplier of Nvidia chips used in AI data centers. The company now expects 2026 capital expenditures of $60 billion to $64 billion, up from its previous forecast of $52 billion to $56 billion, while projecting dollar-denominated revenue growth of slightly more than 40%.
Here are second quarter results (courtesy of Bloomberg):
Net income NT$706.6 billion, estimate NT$623.73 billion
Gross margin 67.7%, estimate 67.1%
Operating profit NT$766.6 billion, estimate NT$742.75 billion
Operating margin 60.3%, estimate 58.6%
Sales NT$1.27 trillion, estimate NT$1.27 trillion
Third quart...
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15.07.26 - 18:24
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Spectro Cloud Raises $100 Million Series D to Help Customers Move AI Infrastructure Into Production Across Enterprise, Public Sector, Neocloud and Sovereign Cloud Environments (Business Wire)
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Growth Equity at Goldman Sachs Alternatives leads oversubscribed round with strategic participation from AMD Ventures, Ericsson, LG Technology Ventures, and Maximus as organizations look to turn AI silicon into business outcomesSAN JOSE, Calif.--(BUSINESS WIRE)--#aifactory--Spectro Cloud, a leading provider of AI infrastructure management software, today announced it has raised more than $100 million in an oversubscribed Series D funding round led by Growth Equity at Goldman Sachs Alternatives, with strategic participation from AMD Ventures, Ericsson, LG Technology Ventures, and Maximus. The new funding brings Spectro Cloud's total capital raised to $260 million and will accelerate the company's mission to help enterprises, public sector organizations, neoclouds and sovereign clouds build and operate production AI infrastructure with greater control over cost, security and governance.
Organizations are spending billions on AI silicon and compute capacity. But silicon alone does not create AI outcomes. I...
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15.07.26 - 16:54
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AMD Went From AI Afterthought to Nvidia Equal in Just 3 Years. Can the Momentum Continue? (24/7 Wall St.)
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The artificial intelligence boom has entered a new phase. Three years ago, investors were focused almost entirely on who could build the fastest AI chips. Today, the conversation has shifted toward who can deliver complete AI infrastructure at scale. Cloud providers and hyperscalers are spending hundreds of billions of dollars on AI data centers, but ... AMD Went From AI Afterthought to Nvidia Equal in Just 3 Years. Can the Momentum Continue?...
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