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News · Infrastructure 10 September 2026 1 min read

TSMC posts record August revenue, up 53% in a year

TSMC reported NT$514.8 billion in August revenue. AI demand has its 3, 4 and 5 nanometer capacity fully booked.

Broadcom's AI chip revenue rose 221% to $16.7 billion. Guidance came in just under Wall Street's estimate and the stock stayed flat.

Nvidia's revenue more than doubled in a year. Jensen Huang's summary: "Now, compute is revenue."

Its software adjusts how much power an AI data center draws based on grid conditions. The Series A values Emerald AI at $1.05 billion.

The Effingham County contract terms are trade secrets, and one commissioner said its scale is far larger than usual.

Wood Mackenzie expects US utilities and grid operators to commit to about 28% of the 1,066 GW requested for data centers.

With Nvidia and Blackstone in the round, Firmus's valuation rose from $5.5 billion in April to more than $10.5 billion.

AMD reported record revenue of $11.5 billion in the second quarter. Data center is now 58% of revenue.

Google, Amazon, Microsoft and Meta plan $725 billion in capex this year, up 77%. The market priced it two ways.

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