Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, while TSMC targets 120,000 wafers a month of 2nm output by year-end. Rising US bond yields are reported to be making AI infrastructure more expensive, and one analyst warns that memory could take over half of AI capex.
Goldman Sachs has raised the spending outlook. The-decoder.com reports that the bank expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, a figure it says dwarfs Wall Street estimates.
Beijing is reported to be considering an opening for Nvidia. Stocktwits reports that China is weighing letting ByteDance and Alibaba buy some Nvidia AI chips, and ThePrint, citing The Information, says Alibaba may be allowed to buy RTX chips amid a shortage. Investing.com reports that Chinese chipmaking stocks tumbled on the reports.
TSMC is accelerating its capacity expansion. Futu reports that the company is targeting monthly output of 120,000 wafers on its 2nm process by year-end, citing AI demand.
VSMC has opened its first 12-inch fab in Singapore ahead of 2027 volume production. Nikkei Asia reports that the TSMC affiliate's first plant has sold out and the company is already eyeing expansion; finance.biggo.com says first-phase capacity is fully pre-sold and second-fab plans are in focus.
New data-centre commitments are under way in Korea and India. Hyundai Engineering has won a ₩870 billion first-phase contract for the Gunsan AI data center, and ET Datacenters reports that HyperVault plans a ₹70,000 crore AI data centre campus in Hyderabad.
Energy remains the constraint on the build-out. Geneva Solutions examines the energy problem of the AI data centre boom, and HackerNoon argues that data centre power demand keeps rising even as AI chips become more efficient. OilPrice.com says the data centre boom faces a new reality check.
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