TSMC August Revenue Jumps 53%: AI Chip Demand Runs Hot
TSMC posted NT$514.8B in August 2026 revenue, up 53.3% YoY and 10.1% MoM. YTD growth hit 39.3% as AI chip demand outstrips supply.
AI infrastructure
Dell Q2 FY27: $47B Revenue, $95B AI Backlog, Guide Raised
Dell posted record $47.0B revenue (+58%), $16.4B AI server revenue and $95B backlog, then raised FY27 to $192B. What the print actually shows.
Texas Halts Data-Center Power on 474 GW ‘Ghost Demand’
Texas paused new data-center hookups after interconnection requests hit 474 GW — nearly 10x the state’s 2023 total — forcing a reckoning with ‘ghost demand.’
AI Bond Deluge: IG Issuance Sets $145.2B August Record
August 2026 investment-grade bond sales hit $145.2B, a third straight monthly record, as Alphabet, Amazon, Oracle and Meta borrow to fund AI infrastructure.
Nebius Group’s $4.5B Convertible Fuels AI Cap-Ex Push
Nebius announced a $4.5 billion two-tranche convertible senior notes offering to fund AI data center buildout after Q2 revenue jumped 454% to $582M.
AI Infra Rout: CoreWeave -12%, Lumentum -10%, SanDisk -9%
The chip selloff widened Monday as the AI supply chain got hit harder than the mega-cap designers. CoreWeave -12%, Lumentum -10%, SanDisk -9%, Seagate -9%.
CoreWeave Q2 Doubles to $2.58B; Backlog Hits $104B
CoreWeave’s Q2 2026 revenue jumped 112% to $2.58B; backlog hit $104B, Meta added $21B, and FY26 guide was raised. But the net loss widened to $626M.
Switch Files Confidential IPO, Eyes $80B Data-Center Return
Las Vegas data-center giant Switch confidentially filed to return to public markets, chasing a valuation up to $80B just four years after an $11B take-private by DigitalBridge and IFM.
Meta Pops 10% on Cloud Push; CoreWeave, Nebius Sink 13%
Meta jumped nearly 10% on July 1 after reports it will sell excess AI compute to enterprises, sending CoreWeave and Nebius down 13% on hyperscaler-lite fears.
Brookfield Boosts Bloom Energy AI Deal to $25B; BE Up 10%
Brookfield expanded its Bloom Energy AI-infrastructure partnership fivefold to $25 billion on June 30, 2026, sending BE up 10% intraday and 7.7% overnight.