🚨 TSMC’s Growth Just Slowed — and the Entire AI Supply Chain Is Watching
Bloomberg reports TSMC’s October sales rose 16.9% — still strong, but slower than the recent surge. Why it matters: TSMC sits at the choke point of advanced chips. When it slows, the ripple hits GPUs, memory, packaging, the whole AI stack. 📉 A slowdown in monthly sales doesn’t always mean weak demand. It can be: - Order timing (customers shifting deliveries) - Yield ramps (new node transitions) - Inventory digestion (buyers catching up) But zoom out… 💰 Cloud giants plan to spend >$400B on AI infrastructure next year — a 21% jump. That money flows straight into NVIDIA GPUs, high-bandwidth memory, advanced packaging, and TSMC’s cutting-edge wafers. 🗣️ NVIDIA’s CEO says demand is “getting stronger month by month” and even met with TSMC’s CEO to ask for more capacity. Translation: supply, not demand, is still the bottleneck. TSMC also builds for AMD, Qualcomm, and Apple — so who gets priority at the fab affects entire product launches. 🎯 The company says capacity is “very tight,” and chip designers are literally chasing slots in Hsinchu. Source: Bloomberg, Rohan Paul @rohanpaul_ai
Elon predicts that OpenAI will eat Microsoft alive and believes MSFT should stop supporting it.
Source: The AI Investor @The_AI_Investor
You can't print energy...
zerohedge: "The money is not the problem: AI is the new global arms race, and Capex will eventually be funded by governments (US and China). If you want to know why gold/silver/bitcoin is soaring, it's the "debasement" to fund the AI arms race. But you can't print energy".
All you need to build a million dollar company?
Source: Omkar @psomkar1
🚨 “China is going to win the AI race.” — Jensen Huang, CEO of NVIDIA
When the world’s most valuable tech CEO says the US might lose the AI race, people listen. At the FT’s Future of AI Summit, Huang didn’t hold back: ⚙️ China’s advantage → lower energy costs + looser regulations. ⚡ “Power is free” — local governments are literally subsidizing electricity for data centers (ByteDance, Alibaba, Tencent). 🇨🇳 Chinese firms are ramping up domestic AI chips — even if they’re less efficient than NVIDIA’s, they’re cheap to run. 🇺🇸 Meanwhile, the US faces export bans, fragmented AI rules, and what Huang calls “cynicism.” His message? “We need more optimism.” The irony: The US bans NVIDIA’s best chips from China to protect its lead. But by doing so, it might be accelerating China’s self-reliance. Huang’s warning hits hard: regulation, energy policy, and mindset could decide who truly leads in AI — not just who has the best chips. 💬 What do you think — is Huang right? Will policy and power matter more than chips and code in the next phase of the AI race? See the link to FT article >>> https://lnkd.in/eas5VKjj
"You have a choice. Either get replaced by AI, or learn how to use it and become 10x more productive"
"Stop thinking of your job as 1 big thing. Instead, think of your job as a bundle of tasks" "In the future, managing robots will be more important than managing humans" "GPT is the new MBA" Source: @Uncle Shaan on X
Google is the only company in the world to be vertically integrated when it comes to AI
Source: Tar ⚡@itsTarH
🔥 “We’ve entered the AI virtuous cycle.” — Jensen Huang, CEO of NVIDIA (CNBC)
At the APEC CEO Summit in South Korea, Jensen Huang painted a powerful picture of what’s happening in AI right now — and why growth might only accelerate from here. He explained it simply: “The AIs get better. More people use it. More people use it — it makes more profit. More profit creates more factories. More factories create better AIs. And the cycle repeats.” That’s the AI virtuous cycle — a self-reinforcing loop driving innovation, usage, and investment at record speed. 💡 The result? Smarter models → More adoption → Bigger profits → Massive infrastructure buildouts → Even smarter models. It’s not just hype, it’s momentum. Big Tech is pouring billions into AI infrastructure, fueling this cycle and redefining how fast industries evolve. Source: CNBC
