TSMC plans another $100B US investment - geopolitical insurance at semiconductor scale
TSMC is accepting a 30-50% cost premium on US manufacturing. That's not a business decision—it's a geopolitical hedge at foundry scale.
25 min ago 6 6
Anthropic targets a $2 trillion IPO valuation - what the number actually means
Investment banking discussions reportedly value Anthropic at up to $2 trillion ahead of a potential IPO—a figure that rewrites what an AI-native company can claim to be worth before it's ever traded publicly.
Aug 13, 2026 at 20:42 12 12
Nanya bets $10.7B on DRAM capacity - the memory capex race reaches Taiwan
Taiwan's Nanya Technology plans a $10.7 billion fab investment, adding another major player to a global DRAM expansion wave driven entirely by AI memory demand.
Aug 7, 2026 at 10:55 13 13
Governments are making a dangerous bet on the AI boom—the Economist names the risk
Governments betting fiscal policy and industrial strategy on the AI boom face an underappreciated fragility: the investment cycle is outrunning the evidence base for productivity returns.
Aug 6, 2026 at 11:00 9 8
The AI demand bubble: separating real spend from engineered hype
A sharp critique of the AI demand narrative argues the usage numbers are driven by free credits, enterprise pilots, and circular investment—not organic, paying demand.
Aug 4, 2026 at 23:33 11 15
Nvidia takes 4.5% of Naver for $1B - Korea's AI supercycle hits the equity book
Naver shares jumped 10% after Nvidia disclosed a $1 billion equity investment - a 4.5% stake priced at 204,500 won per share. The AI supercycle now owns a seat on Korea's largest internet company.
Jul 27, 2026 at 10:16 10 10
Oracle's credit downgrade deepens the AI-capex debt question
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
Jul 19, 2026 at 16:34 21 8
Alibaba and JD.com-backed robot maker files for Hong Kong IPO - Chinese robotics enters the public market era
A Hong Kong IPO filing from a top-tier-backed robotics manufacturer indicates that Chinese robotics is transitioning from a venture capital asset class to public equity.
25 min ago 6 6
Nvidia is in talks to back OpenAI's Ohio data center with $250 billion
Nvidia may shift from chip vendor to direct infrastructure financer - taking on the role of landlord and lender to its biggest customer
yesterday 8 8
Hyperscalers' natural gas bet may become their next stranded asset
New long-range energy forecasts suggest data center operators who locked in gas infrastructure are now exposed to the same demand-collapse risk as legacy fossil fuel investors.
Aug 14, 2026 at 18:57 3 5
Sony and TSMC invest $6.3B in a Kumamoto sensor plant - TSMC diversifies its stake
A record joint investment in advanced image sensors, not AI chips. The signal: TSMC’s demand overflows beyond compute alone, and Japan becomes a strategic manufacturing hub.
Aug 10, 2026 at 16:29 6 5
AI funding spree shows signs of strain: SpaceX sell-off, rising borrowing costs, and the first cracks in the stack
The AI funding machine is still running—but Nikkei Asia documents the first visible pressure points: higher borrowing costs for AI companies, the SpaceX secondary sell-off, and institutional investors recalibrating risk.
Aug 8, 2026 at 09:57 9 13