Wednesday, March 31, 2021

TSMC says it plans to spend $100B over the next three years to expand its chip fabrication capacity (Debby Wu/Bloomberg)

Debby Wu / Bloomberg:
TSMC says it plans to spend $100B over the next three years to expand its chip fabrication capacity  —  Taiwan Semiconductor Manufacturing Co. plans to spend $100 billion over the next three years to expand its chip fabrication capacity, the company said Thursday.



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A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN (Ann Davis Vaughan/The Information)

Ann Davis Vaughan / The Information : A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site co...