Record Q1 data center spending of $6.2B, up ~100% QoQ, boosted Australia’s investment growth, supporting an economy strained by energy costs and high rates (James Mayger/Bloomberg)

James Mayger / Bloomberg:
Record Q1 data center spending of $6.2B, up ~100% QoQ, boosted Australia’s investment growth, supporting an economy strained by energy costs and high rates  —  Record investment in data centers in Australia i…

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Analysis: the Philadelphia Semiconductor Index, which tracks 30 largest US-listed chipmakers, is up ~75% YTD and on track for its biggest annual gain since 1999 (Financial Times)

Financial Times:
Analysis: the Philadelphia Semiconductor Index, which tracks 30 largest US-listed chipmakers, is up ~75% YTD and on track for its biggest annual gain since 1999  —  Philadelphia Semiconductor Index rides Big Tech’s da…

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Global AI hardware demand is easing China’s concerns over a stronger yuan hurting exports, as AI hardware exports surge and chip equipment imports rise (Bloomberg)

Bloomberg:
Global AI hardware demand is easing China’s concerns over a stronger yuan hurting exports, as AI hardware exports surge and chip equipment imports rise  —  The global AI investment boom is powering a new wave of Chinese exp…

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Taiwanese tech companies have completed a record $14.5B of debt deals so far this year, as they race to secure financing to meet soaring demand for AI capacity (Aileen Chuang/Bloomberg)

Aileen Chuang / Bloomberg:
Taiwanese tech companies have completed a record $14.5B of debt deals so far this year, as they race to secure financing to meet soaring demand for AI capacity  —  Taiwanese tech firms have completed a recor…

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