Thursday, December 29, 2022

Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the iPhone's complex components and assembly, driving production near zero (Chris Miller/The Atlantic)

Chris Miller / The Atlantic:
Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the iPhone's complex components and assembly, driving production near zero  —  Long before it reached your home, even before its tiny components were pieced together in an assembly plant …



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...